SQAA Research Associate

About the Role

The Strategic and Quantitative Asset Allocation (SQAA) team within the Investment Strategy Group (ISG) is seeking an Associate to contribute to the research, design, and implementation of systematic investment strategies across global asset classes. ISG is situated within the firm’s Private Wealth Management business and is responsible for strategic and tactical asset allocation views and advice for ultra-high net worth clients and certain institutions. This is a dynamic role requiring creativity, quantitative rigor, innovative thinking, and the ability to conduct independent investment research.

Key Responsibilities

• Contribute to the research, design, and implementation of systematic investment solutions and strategies.
• Conduct quantitative research utilizing market and macroeconomic data.
• Implement strategy backtests and simulations.
• Demonstrate strong analytical and technical skills.
• Deliver timely, thoughtful, and flawless execution of projects.
• Interact with the firm’s current and prospective clients.
• Demonstrate a keen interest in understanding financial markets.
• Desire a long-term career in Investment Management.

Requirements & Tech Stack

• Fluent programming in Python, Matlab, R, or a related language.
• Familiarity with AI development tools and agents.
• Experience with empirical research of large and heterogeneous datasets.
• Familiarity with cutting-edge machine learning techniques.
• Ability to implement quantitative financial models and techniques (asset pricing, optimization, simulations).
• Knowledge of global asset classes and investment instruments.
• Impeccable attention to detail.
• Ability to multi-task under pressure.
• Collaborative and team-work oriented.
• Independent, logical, and critical thinking, with the desire to think outside of the box.
• Excellent communication skills, especially the ability to explain complex technical concepts and quantitative investment management topics in simple terms.
• Strong interpersonal skills and a passion to engage with clients.

Qualifications

• Bachelor’s degree (Advanced degree preferred) in a quantitative field, such as Mathematics, Finance, Economics, Statistics, Physics, or Computer Science.
• SIE, FINRA Series 7, and 63 licenses (must obtain within the first 3 months).