Quantitative Analyst

Evolve Talent Partners; San Francisco (CA); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Competitive compensation

Discretionary bonus potential

Full health benefits

Life insurance coverage

Job summary

A private investment advisory firm in San Francisco is seeking a Quantitative Analyst to support investment decision-making through quantitative analysis and tool development. Candidates should have strong Python and SQL skills, combine a keen understanding of financial markets, and possess the ability to analyze large datasets. This role offers a competitive salary of $100,000 – $125,000 along with comprehensive benefits and operates in a hybrid work model.

Qualifications

• 0–5 years of relevant experience in quantitative analysis or related roles.
• Strong understanding of financial markets and investment products.

Responsibilities

• Program, implement, and maintain quantitative models.
• Build and maintain databases and data pipelines.
• Support proprietary technologies related to asset allocation.

Skills

Python

SQL

Statistical analysis

Financial theory application

Data interpretation

Attention to detail

Education

Master's degree in Financial Engineering or related

Strong quantitative undergraduate degree

Job description

San Francisco, CA (Hybrid) 4 days per week in office

Position Overview

A highly regarded private investment advisory firm is seeking a Quantitative Analyst to support the investment process through rigorous quantitative analysis, programming, and tool development. This role will focus on extending existing analytical tools and building new capabilities that enhance investment decision‑making, portfolio construction, risk management, and client reporting.

The ideal candidate is technically strong, intellectually curious, and excited to apply quantitative methods to real-world investment challenges. This is an excellent opportunity to work closely with senior investment professionals in a collaborative, high‑performing environment.

Key Responsibilities

Quantitative Research & Analysis

• Program, implement, and maintain quantitative models supporting outcomes modeling, portfolio construction, and risk analysis
• Translate quantitative insights into practical tools and frameworks used by internal stakeholders and clients
• Conduct rigorous investment analysis, clearly articulating assumptions, methodologies, and results (including an after-tax context)

Programming & Tool Development

• Build, extend, and maintain analytical tools using Python and SQL
• Support proprietary technologies related to asset allocation, tax‑aware portfolio strategy, cash flow planning, and integrated wealth analytics
• Build and maintain databases and data pipelines to support internal analytics infrastructure
• Ensure code quality through documentation, testing, and adherence to best practices
• Provide quantitative support to investment professionals across the platform
• Assist in converting unstructured data into usable formats for private investment due diligence
• Communicate quantitative findings clearly to both technical and non‑technical audiences
• Partner closely with senior professionals and peers to meet shared objectives
• Stay current on financial markets, quantitative techniques, and analytical tools
• Contribute positively to team culture by demonstrating strong integrity, professionalism, and ethical standards

Qualifications

Technical & Quantitative Skills

• Strong Python and SQL experience (ideally at a software engineering level)
• Demonstrated ability to apply statistical and financial theory to real‑world investment problems
• Strong understanding of financial markets, asset classes, and investment products
• Ability to structure, analyze, and interpret large datasets with a high degree of accuracy
• Strong attention to detail and commitment to producing high‑quality work
• Strong organizational skills with the ability to manage competing priorities and deadlines
• Professionalism, integrity, and strong judgment when working with confidential information

Experience & Education

• 0–5 years of relevant experience in quantitative analysis, software development, investment research, financial engineering, or related roles

Education Expectations

• For candidates with 0–2 years of experience: Master’s degree preferred in Financial Engineering, Quantitative Finance, Applied Mathematics, Statistics, or related discipline (with software development experience)
• For more experienced candidates: strong quantitative undergraduate or postgraduate degree combined with relevant applied experience

Compensation & Benefits

• Competitive compensation with discretionary bonus potential
• Full health benefits including medical, dental, and vision
• Life insurance coverage
• Hybrid work structure
• Compensation: $100,000 – $125,000 base + discretionary bonus + full benefits