Research Analyst

Potomac; Bethesda (MD); On-site; USD 60,000 - 115,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Potomac is seeking an experienced quantitative investment professional to support the development and enhancement of systematic investment strategies, portfolio construction, and risk management across our investment platform. Working with senior members of the investment team, you will evaluate ideas, backtest models, and translate data-driven insights into better outcomes for advisors and investors.

This role demands strong Python skills, a rigorous research mindset, and the ability to

Qualifications

• 4–8 years of relevant investment, quantitative research, asset management, or portfolio analytics experience.
• Strong Python skills and experience working with financial datasets.
• Ability to analyze investment results and communicate findings clearly to both quantitative and non-quantitative audiences.
• Demonstrated intellectual curiosity and genuine interest in financial markets.

Responsibilities

• Conduct quantitative research to support development, testing, and enhancement of systematic investment strategies.
• Analyze equities, fixed income, commodities, currencies, ETFs, and other liquid markets.
• Build, test, and maintain factor, trend, momentum, and risk-based models.
• Prepare research and recommendations for review by senior investment leadership and the Investment Committee.
• Support portfolio allocation and strategy evaluation through quantitative analysis.

Skills

Quantitative research

Backtesting

Data analysis

Financial markets

Independent work

Communication

Research planning

Education

CFA designation or progress toward CFA

Advanced degree in finance/economics/mathematics/statistics/engineering/computer science

Tools

Python

Data visualization

Job description

At Potomac,we’renot for everyone—andthat’sby design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work anddon’tneed handholding to make things happen.

We’rea boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel

Headquarteredin Bethesda, MD, we combine institutional-grade investmentexpertisewith a quantitative process that is Built to Conquer Risk ®.

Summary

Potomac is seeking an experienced quantitative investment professional to support the development and enhancement of systematic investment strategies, portfolio construction, and risk management across our investment platform.

This role is ideal for someone with a strong foundation in quantitative investment research who is ready to take on meaningful responsibility for research, analysis, and model development while continuing to grow their investment judgment and portfolio management experience.

The Research Analyst will work closely with senior members of the investment team to evaluate investment ideas, improve our research capabilities, and help translate data-driven insights into better outcomes for advisors and investors.

Key Responsibilities

Research & Investments

• Conduct quantitative research to support the development, testing, and enhancement of systematic investment strategies
• Analyze equities, fixed income, commodities, currencies, ETFs, and other liquid investment markets
• Build, test, and maintain factor, trend, momentum, and risk-based models
• Research market regimes, portfolio construction techniques, and risk-management approaches
• Perform backtesting, sensitivity analysis, and ongoing evaluation of investment models and strategies
• Help improve data quality, research processes, and the efficiency of the investment research platform
• Prepare research and recommendations for review by senior investment leadership and the Investment Committee
• Support portfolio allocation and strategy evaluation through quantitative analysis
• Assist in evaluating potential new investment strategies, products, and vehicles
• Support portfolio managers with performance, risk, exposure, and attribution analysis
• Develop and maintain tools for portfolio analytics, scenario analysis, and ongoing monitoring
• Monitor portfolio characteristics and identify trends, risks, or areas requiring further research
• Analyze the potential portfolio impact of new strategies, products, and investment vehicles
• Help improve the tools and analytical frameworks used to monitor investment portfolios

Investment Communication

• Contribute research and analysis to investment commentary, white papers, presentations, and advisor-facing materials
• Present research findings internally and, as appropriate, to advisors and clients
• Partner with senior investment professionals to explain portfolio positioning, investment methodology, and quantitative research

Qualifications

Required

• 4–8 years of relevant investment, quantitative research, asset management, or portfolio analytics experience
• Strong understanding of portfolio construction, investment research, and risk management
• Strong Python skills and experience working with financial and market datasets
• Experience conducting quantitative investment research, including model development and backtesting
• Ability to analyze investment results and communicate findings clearly to both quantitative and non-quantitative audiences
• Strong analytical and problem-solving skills with careful attention to research quality and detail
• Demonstrated intellectual curiosity and genuine interest in financial markets
• Ability to work independently on research projects while collaborating effectively with senior investment professionals

Preferred

• Experience working with futures, options, ETFs, or other liquid investment vehicles
• Experience building investment research tools, dashboards, data pipelines, or analytical platforms
• Familiarity with factor research, trend following, tactical asset allocation, or other systematic investment approaches
• CFA designation or progress toward the CFA charter, or an advanced degree in finance, economics, mathematics, statistics, engineering, computer science, or a related quantitative field

Salary range: $60,000-$115,000 + discretionary bonus based on experience

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. Ifyou’relooking for a slow pace and low volume, thisisn’tfor you.

If you want to drive, build, and scale, this is your shot.