Quantitative Advisory Job Description

Quantitative Advisory Job Description

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Quantitative advisory provides input into global E&C Policies/SOPs, initiatives or programs as relevant & interface with other E&C teams for R&D support.

Quantitative Advisory Duties & Responsibilities

To write an effective quantitative advisory job description, begin by listing detailed duties, responsibilities and expectations. We have included quantitative advisory job description templates that you can modify and use.

Sample responsibilities for this position include:

Large event-driven opportunities
Emerging Markets risk
Long dated exposures
Strategic hedging of Balance Sheet, dividends, cashflows
Tax, Accounting, Regulatory
Price risk and Treasury policy benchmarking
Fixed/Floating rate and currency optimization
Manage the project, including detailed project plans, organising meetings and facilitating workshops
Coordinate and manage the team to meet our commitments to the client
Provide guidance and on-going training to the subordinates in the team

Quantitative Advisory Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Quantitative Advisory

List any licenses or certifications required by the position: CPA

Education for Quantitative Advisory

Typically a job would require a certain level of education.

Employers hiring for the quantitative advisory job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Mathematics, Statistics, Engineering, Finance, Physics, Economics, Graduate, Computer Science, Quantitative Finance, Accounting

Skills for Quantitative Advisory

Desired skills for quantitative advisory include:

Financial markets and financial instruments
Microsoft Excel and PowerPoint
VBA
Derivative pricing and financial economics
SAS and 1 object oriented language
Advanced functions of Microsoft Excel
Products and services offered by banks
Risk analytical tools
SAS
SQL

Desired experience for quantitative advisory includes:

Development of models and simulations for stress testing regimes and guidelines requested by Global regulators
Newly qualified CA (SA) or degree/ honours/ masters in Quantitative Risk Management
Familiarity with 3rd party analytical tools employed by team (FactSet, Aladdin, BARRA, eVestment, Lipper, Morningstar)
Strong technical aptitude and familiarity with databases and data integration
Design and implement new risk models
Work on a wide range of quantitative topics

Quantitative Advisory Examples

1

Quantitative Advisory Job Description

Job Description Example
Our growing company is hiring for a quantitative advisory. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for quantitative advisory
  • Analyze large data sets to identify actionable insights for model development
  • Designing and evaluating statistical modeling experiments related to Labor Market
  • Participate in the development of methodologies, tools and code used by the IT development team
  • Work with the research team and quantitative analysts to build analytic, predictive, and forecasting models
  • Implementation and Maintenance of current models
  • Communicating and presenting analytical insights to team members through charts, tables and other data visualization
  • Lead new-to-world quantitative research workstreams, including survey modeling, design, and question writing
  • Analyze large data sets using advanced statistical techniques to identify actionable insights for senior executives
  • Engage executives from Fortune 500- and mid- size companies to identify their most pressing business challenges
  • Translate research and survey results into actionable recommendations that clients can implement
Qualifications for quantitative advisory
  • Be exposed to senior clients within Risk, Treasury and Front Office
  • Development of prototypes of models and interaction with the IT group in developing and testing production models Qualifications
  • Financial Sponsors
  • Central Counterparties
  • Lead analytically driven client engagements including directing highly talented teams in the execution of projects requiring customized modelling or analytical developments or methodology validation , including model implementation and data analysis
  • Lead project teams as an analytical or modelling expert, to support state of the art custom model development (including relevant analytics and reporting) to fulfil clients’ balance sheet and risk & regulation requirements
2

Quantitative Advisory Job Description

Job Description Example
Our growing company is looking for a quantitative advisory. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for quantitative advisory
  • Independently managing projects and clearly communicating key stakeholders
  • Leading / owning the development of new product enhancements – which can take many forms, but may include technology enhancements, training programs, and improved client deliverables
  • Working directly with member organizations across a variety of industries in initial implementations of enhancements
  • Independently identify issues in methods and frameworks and suggest solutions
  • Optimize current models
  • Building and reviewing valuation models
  • Manage and oversee client relationships, fees and budgets
  • Responsible for managing client delivery teams and overseeing their work
  • Communicate upward and downward feedback on technical matters around IFRS or valuations
  • Project management on multiple clients across multiple industries with a focus on banking and insurance
Qualifications for quantitative advisory
  • Actively advise on how analytical, data and modeling scopes of work interrelate with the capital markets
  • Travel and work onsite with clients onsite to understand their model development, validation, and data & analytical needs
  • Prepare and review technical documentation and management-level summary materials on model methodologies
  • Present to senior client stakeholders including C-suite and Board members in the context of pitches and final deliverable presentations
  • Mentor team members to facilitate their continuous learning and development
  • Professional experience either in developing, implementing and/or validating models using underlying methodologies relevant for FMA projects
3

Quantitative Advisory Job Description

Job Description Example
Our company is looking to fill the role of quantitative advisory. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for quantitative advisory
  • Executes quantitative modeling engagements for financial services clients including model development and/or validation
  • Develop and maintain credit, market and operational risk models to forecast economic variables
  • Leverages quantitative skills to develop or validate models that facilitate financial planning and analysis
  • Leverages quantitative skills to develop or validate models for loss modeling and other stress testing applications, including CCAR
  • Analyzes large data sets using statistical techniques and tools
  • Provides subject matter expertise related to financial risk management, model development and/or model validation
  • Writes model documentation and validation reports aligned to SR 11-07 standards
  • Masters in disciplines with a strong quantitative component, including Science, Mathematics/Statistics, Computer Science, Economics, Econometrics, Commerce
  • Exceptional record of academic achievements
  • Detail-oriented and strong commitment to high quality results to serve needs of clients and internal partners
Qualifications for quantitative advisory
  • Program prototypes
  • Prior experience in code design and architecture (modularization) and use of collaborative frameworks to ensure consistency (incl
  • Strong analytical thinking and technical skills understanding of risk modelling, data management
  • Professional experience in a capital markets function is a plus
  • Experience managing large scale financial consulting projects is a plus
  • Lead analytically driven client engagements (or work stream thereof) requiring customized modelling or analytical developments or methodology validation advisory assignments, including model implementation and data analysis
4

Quantitative Advisory Job Description

Job Description Example
Our company is growing rapidly and is looking for a quantitative advisory. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for quantitative advisory
  • Lead a small, co-located team of quantitative specialists (2-4 associates) and effectively manage the on-time delivery of high quality quant models
  • Oversee development and documentation of data solutions and index maintenance processes including rebalancing, data publishing and calculation of indexes across different data assets
  • Lead analysis of large datasets to identify actionable insights for model development
  • Design and evaluate statistical modeling experiments related to Labor Market
  • Define and communicate goals and objectives in alignment with the TalentNeuron data science team
  • Ensure quality and timeliness objectives are achieved as part of the global development workflow
  • Cultivate process knowledge and identify areas for constant optimization and scale for growth
  • Continuously seek feedback from stakeholders to further improve on deliverables
  • Analyzing large data sets to identify actionable insights for Legal, Compliance & Ethics executives
  • Assisting with data collection efforts across client organizations
Qualifications for quantitative advisory
  • Travel and work onsite with clients to understand their model development, validation, and data & analytical needs
  • Experience managing financial consulting projects is a plus
  • Strong experience in designing and implementing enterprise software solutions
  • Bachelor’s degree in an analytics-heavy field (e.g., Economics, Statistics, Policy Analysis)
  • Advanced degree (Master’s level or above) in an analytics-heavy field (e.g., Economics, Statistics, Policy Analysis)
  • Partnering with members and teams of internal stakeholders to identify and investigate opportunities to improve existing products and services
5

Quantitative Advisory Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of quantitative advisory. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for quantitative advisory
  • Improving consumability of data assets and the products that support gathering/reporting of data
  • Maintaining quality assurance and data asset accuracy for senior-most client contacts
  • Producing report automation for the creation of custom deliverables for client organization
  • Engaging with clients – explaining logistics for survey participation, delivering results, and answering follow-up questions related to custom reports
  • Continuously evolving Gartner’s processes and improving upon operational efficiencies
  • Partnering with Gartner account management staff to coordinate client surveys, produce collateral, and respond to client questions in a fast paced environment
  • Effectively conveying the value proposition of Gartner data assets during introductory calls and using consultative skills to work with client organizations on how to best utilize Gartner tools to support their objectives
  • Drive the ongoing development of optimization models and tools, in collaboration with model development resources from the broader Insurance Solutions analytics team, to provide additional insight into the optimal construction of insurance portfolios and strategies, taking into account insurers’ requirements and constraints
  • Lead complex asset allocation or asset-liability management engagements, for a broad spectrum of asset classes, to help inform clients’ optimal investment strategy and provide support for client advisory assignments
  • Provide analytics and marketing materials to support the asset management sales process
Qualifications for quantitative advisory
  • Serving as the internal (and external) expert on the product(s) in the portfolio
  • Managing and working on projects that support product improvement, such as the development of templates, tools / applications in partnership with internal resources
  • Developing the sales and marketing strategies the products, in partnership with our resources, including introducing new product enhancements and contributing to promotional and sales efforts
  • Educating delivery teams on the details of new products
  • Working with Business Analysts and Engagement Managers on the delivery of new products to clients (particularly when providing new product enhancements)
  • Direct and indirect people management, which includes coaching, providing feedback, and supporting the personal development of team members

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