Hybrid Senior Quantitative Research Analyst

AssetMark; Charlotte (NC); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Hybrid Work Schedule

401K Match

Medical/Dental/Vision

Job summary

AssetMark’s Wealth Solutions team seeks a seasoned Quantitative Research Analyst to lead quantitative investment research and develop implementable strategies and analytical tools for informed investment decisions. Hybrid work near Charlotte, NC or Concord, CA is possible.

You will work with portfolio managers on alpha models, perform backtesting and risk analysis, and help build multi-asset risk models and dashboards for the Investment Management group.

Qualifications

• Bachelor’s degree from a fully accredited 4-year college or university, preferably in financial engineering, applied mathematics, statistics, engineering, physics, finance, economics, or other quantitative fields (Master's or PhD qualification a plus)
• 2-5 years of professional experience in quantitative investment research, equity research, portfolio management, or related investment roles
• Strong understanding of investments, portfolio construction techniques, and risk management desired
• Experience with security selection or alpha model development is preferred
• Experience with equity risk factor models like Barra, Northfield, or Bloomberg.
• Experience with multi-asset models is a plus
• Experience with investment management tools like Bloomberg, FactSet, and Morningstar Direct is a plus

Responsibilities

• Research and develop implementable investment strategies, including equity and fixed income security selection strategies, to deliver consistent outperformance for tactical, outcome-oriented, and strategic solutions
• Work closely with Portfolio Managers to conduct fundamental and quantitative research on companies and securities, and develop alpha models and portfolio construction approaches to support investment decisions
• Conduct quantitative research, backtesting, and statistical analysis to evaluate investment strategies, security selection signals, and alpha models
• Conduct research and analysis of equity and fixed income securities, including evaluating relevant fundamental, quantitative, and market-based characteristics
• Lead the development/selection, deployment, and maintenance of a multi-asset factor risk model for portfolio optimization, risk, and return attribution
• Contribute to the development, deployment, and maintenance of models, dashboards, reports, and other collateral for the Investment Management group.
• Contribute to ad-hoc quantitative projects to update and improve the investment decision-making and evaluation process
• The above description covers the most significant duties required.
• Other work assignments will be assigned as needed and will be in conformity with the general purpose above

Skills

Python

R

Matlab

SQL

MongoDB

Education

Bachelor’s degree in quantitative fields

Master's or PhD qualification a plus

Tools

Bloomberg

FactSet

Morningstar Direct

Job description

AssetMark’s Wealth Solutions team seeks a seasoned Quantitative Research Analyst to lead quantitative investment research and develop implementable strategies and analytical tools for informed investment decisions. Hybrid work near Charlotte, NC or Concord, CA is possible.

You will work with portfolio managers on alpha models, perform backtesting and risk analysis, and help build multi-asset risk models and dashboards for the Investment Management group.