Quantitative Strategist

Quantitative Strategist, Merrillville, IN. Conduct quantitative analysis of holdings, strategies, & investment philosophy cross firm. Hold 1-on-1 meetgs w/advisor grps & Portfolio Mgmt team membrs 2 review portfolio performnce, stratgy alignmnt, & provide additive recommendtns. Translte complx qntitative findgs into clear actions tailored 2 advsrs' needs & client goals. Identfy & escalate concrns 2 Sr Director of Portfolio Mgmt 2 drive continuous improvmnt. Train & mentor new Portfolio Mgmt team membrs on firms invstmnt approach & internl tools. Delivr timely, accurte updates on Waverlys invstmnt stratgys to internal stakehldrs, supportg advisr meetgs & client-facing communicatns. Act as primary point of contct 4 membrs of Portfolio Mgmt team seekg clarity on firmwide invstmnt approachs. Collaborate w/internl invstmnt, research, & planng teams 2 ensure consistnt & coordinatd mssaging. Facilitate adoptn of firmwide invstmnt optns by connectg advisrs w/internl resourcs. Create internl qntitative anlysis reports 2 supprt advisr growth & biz develpmnt. Represnt Portfolio Mgmt team on internl commitees & cross-functnal projcts as needed. Reqs: Masters in finance, econ or related + 2 years exp as Financial Analyst conductg economic anlysis using financial anlysis softw such as Morningstar, Factset & Statista; managing client portfolios, & formulatg plans 4 taxatn, retiremnt & estate planng based on client informatn. Partial remote work permitted in Greater Chicago MSA. Bkgd checks (crim, ed, empl verif) reqd. Salary: $93,933 to $105,705.60. Benefits: Health, dental, & vision ins, 401k, Flex PTO, 12 holidys, 1 day in birthdy wk, & 4 wks sabbatical after 7 yrs of svc. Resumes: Jamie Smith, Waverly Employment Services, LLC, 600 University Park Pl., Ste. 501, Birmingham, AL 35209 or email; [email protected].
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