Associate Investment Engineer

Jobtailor; Minnesota; On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor in Minnesota seeks an experienced investment analyst to join the quantitative research team. You will answer complex investment questions with senior staff, help develop proprietary strategies, and document client-directed mandates.

Responsibilities include ad hoc analyses, performance attribution, risk decomposition, and back-tests, with opportunities to collaborate across the firm. Strong Python or R skills and Excel/VBA are essential.

Qualifications

• Bachelor's degree in quantitative or financial discipline required.
• 4+ years investment industry experience.
• Demonstrated ability to communicate complex quantitative and investment concepts.
• Working knowledge of probability and statistics, matrix algebra and mean variance optimization.
• Experience with equities and equity factor models.
• Experience with Factset, Bloomberg, or Refinitiv / Eikon.
• Advanced knowledge of Excel, preferably including VBA.
• Masters degree or CFA preferred, may be considered in lieu of experience.
• Experience with performance attribution and risk decomposition preferred.
• Programming experience in Python or R preferred, preferably both.
• Experience with Github or similar source code management tools preferred.
• Snowflake experience and SQL queries preferred.
• High initiative, attention to detail and sense of urgency.
• Excellent communication and strong analytical writing ability.
• Strong organizational and prioritization skills to meet deadlines.

Responsibilities

• Work with senior team members to answer complex investment questions.
• Contribute to development of proprietary investment strategies and client-directed mandates, and maintain related documentation.
• Prepare ad hoc analysis such as performance attributions, risk decompositions and back-tests with limited oversight.
• Contribute to maintenance and enhancement of proprietary investment strategies and client-directed mandates, and work across the firm to keep all stakeholders aligned.

Skills

Python programming

R programming

Quantitative analysis

Financial modeling

Statistical concepts

Excellent communication

Analytical writing

Attention to detail

Strong sense of urgency

Education

Bachelor's Degree in quantitative/financial discipline

Master's Degree or CFA preferred

Tools

Factset

Bloomberg

Refinitiv / Eikon

Github

Snowflake

SQL

Job description

• Work with senior team members to answer complex investment questions
• Contribute to development of proprietary investment strategies and client-directed mandates, and maintain related documentation
• Prepare ad hoc analysis such as performance attributions, risk decompositions and back-tests with limited oversight
• Contribute to maintenance and enhancement of proprietary investment strategies and client-directed mandates, and work across the firm to keep all stakeholders aligned
• Contribute research for internal briefs, white papers, and journal articles to help firm demonstrate thought leadership in investment areas of focus
• Support direct sales and client service activities by providing research and analysis
• Generate data and analytics used in Investment Committee meetings and Marketing content
• Utilize and contribute to internal Python and R libraries that support our business activities
• Uphold department reputation through professionalism, accuracy, and responsiveness
• Participate in process improvement and technology development efforts
• Develop and maintain a specialized knowledge of all relevant Parametric products
• Assume other responsibilities as required

Requirements

• Bachelors degree, preferably in a quantitative or financial discipline required
• 4+ years investment industry experience
• Demonstrated ability to effectively communicate complex quantitative and investment concepts
• Working knowledge of probability and statistics, matrix algebra and mean variance optimization
• Experience with equities and equity factor models
• Experience with Factset, Bloomberg, or Refinitiv / Eikon
• Advanced knowledge of Excel, preferably including VBA
• Preferred: Masters degree or CFA preferred, and may be considered in lieu of equivalent experience
• Experience with performance attribution and risk decomposition preferred
• Programming experience in Python or R preferred, preferably both
• Experience with Github or similar source code management tools preferred
• Snowflake experience and experience writing SQL queries preferred
• Must possess a high level of initiative, attention to detail and a strong sense of urgency
• Must possess excellent communication and strong analytical writing ability
• Must possess strong organizational and prioritization skills in order to meet deadlines

Core Competencies

Demonstrates expertise in investment analysis, including performance attribution, risk decomposition, and the development of proprietary investment strategies. Proficient in Python and R programming, with strong analytical writing and communication skills to convey complex quantitative concepts effectively.

Highest-signal resume keywords

• Investment Industry Experience
• Python Programming
• R Programming
• Performance Attribution
• Advanced Excel

ATS Optimization Keywords

Hard Skills

• Probability and Statistics
• Matrix Algebra
• Mean Variance Optimization
• Equities and Equity Factor Models
• SQL Queries

Soft Skills

• Attention to Detail
• Strong Sense of Urgency
• Excellent Communication
• Strong Analytical Writing
• Organizational Skills

Certifications & Qualifications

• Bachelor's Degree
• Master's Degree
• CFA

Industry Keywords

• Investment Strategies
• Client-Directed Mandates
• Performance Attribution
• Risk Decomposition
• Investment Committee

Tools & Technologies

• Factset
• Bloomberg
• Refinitiv / Eikon
• Github
• Snowflake