Senior Director, Quantitative Research & Analytics

CAPTRUST; Boston (MA); On-site; USD 250,000 - 300,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

Job summary

CAPTRUST is seeking a Director of Quantitative Research & Analytics to lead the Investment Group's advanced research across asset classes and client segments. Reporting to the CIO, this role will shape and translate sophisticated analysis into actionable recommendations.

The ideal candidate will blend deep technical expertise with institutional investment judgment, build scalable models, and mentor staff while helping set CAPTRUST's strategic investment views.

Qualifications

• Bachelor's degree in a quantitative discipline and a master’s degree in quantitative finance, financial engineering, applied mathematics, statistics, data science, economics, or a related field.
• 15+ years of experience with advanced institutional investment teams in research, portfolio management, quantitative investing, or related function.
• Advanced proficiency in Python and R; expertise in stochastic calculus, Monte Carlo simulation, econometrics, and time series analysis.
• Experience building and validating institutional investment models, with strong data management and governance.
• Fluency in Bloomberg and FactSet, plus exceptional written and verbal communication for technical and non-technical audiences.
• Demonstrated leadership and ability to influence across teams and levels.

Responsibilities

• Lead quantitative research supporting security selection, portfolio construction, risk management, strategic asset allocation, and CAPTRUST’s platform.
• Build and oversee stock models, valuation tools, dashboards, and 10-year Capital Market Assumptions frameworks.
• Develop risk and simulation capabilities: VaR, Monte Carlo, historical, stress tests, scenario analysis, backtesting.
• Strengthen data architecture, governance, QA, documentation, and reproducible research workflows.
• Integrate quantitative insights with fundamental research; support external manager due diligence and monitoring.
• Contribute quantitative perspectives to the firm’s investment philosophy, market outlook, and quarterly House Views.

Skills

Python

R

Bloomberg

FactSet

Leadership

Education

Bachelor's degree in quantitative discipline

Master's degree in quantitative finance or related field

Tools

Bloomberg

FactSet

Job description

CAPTRUST is seeking a Director of Quantitative Research & Analytics to lead the Investment Group's advanced research across asset classes and client segments. Reporting to the CIO, this role will shape and translate sophisticated analysis into actionable recommendations.

The ideal candidate will blend deep technical expertise with institutional investment judgment, build scalable models, and mentor staff while helping set CAPTRUST's strategic investment views.