Quantitative Global Value Equity Research Manager

CFA Institute; Madison (WI); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Healthcare insurance

Ownership potential

Job summary

Midwest Asset Management seeks a Quantitative Global Value Equity Research Manager to oversee domestic and international value portfolios, leveraging QuantVal models and tax-efficient techniques.

Ideal candidate holds an MBA in Finance with 10+ years' experience in equity and fixed models, and portfolio implementations; international exposure is essential. CPA or CFA credentials are a plus, base salary and healthcare included, ownership potential may be offered.

Qualifications

• MBA specializing in Finance and Accounting, ten years' experience building equity and fixed models, and implementing portfolios.
• International exposure and CPA or CFA are also helpful.

Responsibilities

• Maintain and build domestic and international QuantVal institutional portfolios. Tax efficient portfolios will be added.
• Mostly passive research in the high net worth (including trusts & estates) and retail segments.

Skills

Quantitative research

Portfolio management

Financial modeling

Data analysis

Investing

Education

MBA in Finance

CPA or CFA

Tools

Excel

R/Python

Job description

Quantitative Global Value Equity Research Manager

Midwest Asset Management is a for-profit Registered Investment Adviser and Consultant, including for-profit impact investing.

Our firm recently restructured and now seeks capital and a partner(s) to capitalize on the enormous opportunities in the $320 trillion global public securities market. It has at least $2 trillion in egregious annual charges, which are not sustainable in a free economy. Once completed, we will hire a Quantitative Research Specialist to oversee the management of the $43 trillion U.S current and $47 trillion international forthcoming trillion value equity segments.

*All estimates as of 08-31-26.

Company Overview

The backbone of the company has always been to place client interests first, and the firm has meaningful rare research and unique marketing advantages.

Our QuantVal, quantitative value, equity models had outstanding actual, ten-year rolling period return/risk performance until funding was lost (independently firmwide verified), and continued success is expected.

Several impact investing portfolios have been built with negligible cost to Midwest or clients.

Neither the firm nor any employee have ever had a complaint or regulatory action.

Quantitative Portfolio Management is our Only Business.

Research Manager Responsibilities

A seasoned professional is needed to help maintain and build domestic and international QuantVal institutional portfolios. Tax efficient portfolios will be added.

A second responsibility involves mostly passive research in the high net worth (including trusts & estates) and retail segments.

Preferred Qualifications

MBA specializing in Finance and Accounting, ten years' experience building equity and fixed models, and implementing portfolios. International exposure and CPA or CFA are also helpful.

Summary

A solid understanding of entrepreneurship and the opportunities / obstacles are needed. A base salary, healthcare insurance, and voting or non-voting ownership may be included.

Notes

2. The firm builds customized portfolios to help meet client goals long as they are not discriminatory or racial in nature.

3. The firm is also expected to post marketing and sales positions in the coming months.