Remote Quantitative Associate: Portfolio Analytics

KBW Financial Staffing & Recruiting; Sarasota (FL); On-site; USD 130,000 - 160,000; Full time

Job summary

KBW Financial Staffing & Recruiting is seeking a Back Quantitative Associate to support a portfolio management team in Sarasota. The role is 100% remote for a candidate residing in Massachusetts, with travel about once per month to NYC or Florida.

The ideal candidate has 2+ years in quantitative investment management, experience with risk tools and portfolio construction, proficiency in R or Python (or Java/C++), strong Excel skills, and a Bachelor's degree in a quantitative field.

Qualifications

• 2+ years of professional experience in quantitative investment management.
• Experience with risk management tools and portfolio construction.
• Proficiency with R or another programming language such as Python, Java, or C++.
• Strong Excel and Microsoft Office skills.
• Bachelor's degree in a quantitative field.

Responsibilities

• Support SMA, mutual fund, and ETF rebalancing/trading processes, including running optimizations and interpreting outputs.
• Provide backup support for portfolio management and performance reporting workflows.
• Produce ad hoc reports and analysis to support investment decisions.
• Work with platforms including FactSet, MS Direct, Black Diamond, and Northfield.
• Gather data, validate outputs, identify issues, and communicate results accurately.
• Help maintain continuity of established portfolio management procedures.

Skills

Quantitative investment experience

Risk management tools

Programming in R or Python

Excel/MS Office

Analytical skills

Education

Bachelor's degree in a quantitative field

Tools

FactSet

MS Direct

Black Diamond

Northfield

Job description

KBW Financial Staffing & Recruiting is seeking a Back Quantitative Associate to support a portfolio management team in Sarasota. The role is 100% remote for a candidate residing in Massachusetts, with travel about once per month to NYC or Florida.

The ideal candidate has 2+ years in quantitative investment management, experience with risk tools and portfolio construction, proficiency in R or Python (or Java/C++), strong Excel skills, and a Bachelor's degree in a quantitative field.