Quantitative Research Analyst Job Description
Quantitative research analyst
provides comprehensive institutional intelligence across equity, fixed income and derivatives asset classes to the global capital markets and investor relations community.
Quantitative Research Analyst Duties & Responsibilities
To write an effective quantitative research analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included quantitative research analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Data – Responsible to understand Russell’s proprietary datasets, , those databases from the large financial data vendors such as Compustat, Worldscope, IBES, IDC
Providing thought leadership in identifying return sources and portfolio construction
Product Development and Index Construction - Responsible for the implementation and integrity of a variety of mathematical or algorithmic models used in index construction and other analytical products, including the vetting of underlying financial data
Research and Product Development Infrastructure – Provide subject matter expertise to the Index research system development team
Have tertiary qualifications in a finance, engineering or quantitative / mathematics discipline
Have ideally 1-2 years' equity research experience
Have ideally gained some experience with various programming languages
Scripting skills will be advantageous although not essential
Be able to build good relationships and enjoy communicating at all levels with sales and research teams
Support the deployment of analytical tools related to quantitative risk management
Quantitative Research Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Quantitative Research Analyst
List any licenses or certifications required by the position: CFA, MBA, MS
Education for Quantitative Research Analyst
Typically a job would require a certain level of education.
Employers hiring for the quantitative research analyst job most commonly would prefer for their future employee to have a relevant degree such as Master's and Bachelor's Degree in Engineering, Statistics, Finance, Computer Science, Mathematics, Economics, Physics, Math, Technical, Graduate
Skills for Quantitative Research Analyst
Desired skills for quantitative research analyst include:
Portfolio construction
Capital markets and investment concepts
Capital markets dynamics
Factor allocation across asset classes
Financial markets
IBES
Insurance ALM Modelling
Optimization
Worldscope
Python
Desired experience for quantitative research analyst includes:
Maintain and enhance previously developed models and tools
Strong programming skills in R, MATLAB, and/or SAS required
Knowledge of models with limited dependent variables
Ability to create and manipulate Excel pivot tables and graphs
Manage and mentor younger analysts within the US team
Develop and maintain equity models
Quantitative Research Analyst Examples
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Quantitative Research Analyst Job Description
Job Description Example
Our growing company is looking for a quantitative research analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for quantitative research analyst
- Coordinate, generate and maintain equity research reports and presentations
- An academic background in Economics, Accounting or Finance and a post graduate degree
- A strong team ethic and previous experience working within a fast paced environment, where you need to show initiative and leadership skills, ability to work independently with little supervision and recognise when to seek help
- A CFA qualification or working towards gaining a CFA qualification would be an advantage
- Responsible for asset allocation modeling & reporting
- Work closely with the VP-Global Market Strategist, Director of Asset Allocation and other Global Asset Allocation Committee members to provide quantitative updates on modeling, forecasts, performance, and risk
- Maintain detailed spreadsheets and quantitative modeling for analyzing economic and market data, including charts, graphs, trend analysis, This data will be used by the Global Asset Allocation Committee in order to help make strategic and tactical decisions on asset allocation
- Maintain and enhance detailed spreadsheets comprised of committee survey results
- Assist VP-Global Market Strategist and Director of Asset Allocation with business planning and project leadership
- Support committee publications/presentations with excerpts of quantitative allocation data and analysis
Qualifications for quantitative research analyst
- Strong written and verbal communication skills and ability to work in a collaborative environment
- Relevant work experiences in derivatives
- Experience in portfolio risk management
- Solid work ethics, team oriented, high levels of motivation
- Have a PhD in Finance or a related field, or have 2 years of relevant industry research experience combined with a thorough understanding of the fundamentals of Economics and Finance
- Know standard computer languages and statistical tools with a demonstrated ability to work with financial and economic data, including large data sets
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Quantitative Research Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of quantitative research analyst. 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 research analyst
- Assists in the development of the data infrastructure for investment management, including market, portfolio and analytics data and TCA data
- At least 2 years work experience in quantitative research methods
- Modeling trading behavior of investors, traders and brokers/algorithms
- Forecasting and measuring transaction costs
- Analyzing liquidity within portfolios
- Characterizing and forecasting trade-horizon alpha
- Analyzing the remaining capacity of investment strategies
- Measuring and evaluating portfolio trading data
- Investigating and questioning market micro-structures
- Oversees approved strategy decisions and contributes to strategy creation for assigned area(s) of responsibility
Qualifications for quantitative research analyst
- Be highly motivated, detail-oriented, and able to work both autonomously and as part of a team
- Experience with database software such as MS, SQL Server
- Demonstrated professional or academic success
- Bachelor’s degree in applied mathematics, economics, finance, statistics, engineering or computer science
- Master’s degree in applied mathematics, economics, finance, statistics, engineering or computer science
- Strong command of programming languages (C/C++/C#) and financial analysis software tools (R, Matlab, Excel etc)
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Quantitative Research Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a quantitative research analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for quantitative research analyst
- Provides support to build and enhance the capability for his/her assigned area(s) of responsibility
- Help translate investment frameworks from various segments of the market
- Analyst will be in charge of various developments for each activity (under Excel but not only)
- Candidate will be the entry point when it comes to quantitative research
- Working on design and implementation of strategies using commodity futures and options
- Supporting the trading of futures and options via electronic platform
- Working on the creation and assisting in the management of internal research factor database
- Statistical analysis of our workforce data to identify actionable insights
- Building predictive models of employee behavior
- Designing research studies, sampling schemes and custom surveys
Qualifications for quantitative research analyst
- Strong research skills and proven ability to present to clients
- Ability to be self driven, keen to learn and with superb communication style
- 1+ years of experience with Microsoft EXCEL, PowerPoint and Word
- Generating original ideas, possibly building on current academic work in finance, economics, econometrics, accounting
- Writing original code to process the data, test robustness and display the results in a compelling graphical form
- Writing up in-depth reports that present and interpret the result in a style that is rigorous yet commercial
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Quantitative Research Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of quantitative research analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for quantitative research analyst
- Assist in the creation of visually appealing, insightful and concise presentations for senior management including the CEO and the Board of Directors
- Telling a compelling story with data and presenting insights in a consumable format for varying audiences
- Will mentor junior staff and assist in the training of HR Partners to increase understanding of HR Analytics
- Internal and external (if needed)
- To problem solve, investigate and identify alternative solutions, and share their knowledge and expertise with their RI colleagues
- Conduct and execute statistical analyses, as determined by investigator’s research studies, using statistical software
- Prepare and communicate analysis results to be shared with study staff
- Assist in dissemination of findings (e.g., manuscripts, presentations) through participation in writing and review of methods and results sections of papers and preparing oral and visual presentations
- Implement data management and documentation procedures, in an accurate, secure, and efficient manner, according to established policy and procedures in place to ensure participant/patient confidentiality and protected health information
- Assist investigators and senior analysts with research plan design and execution
Qualifications for quantitative research analyst
- PhD or equivalent degree from top tier schools/programs in Mathematics, Mathematical Finance, Physics or Engineering
- 2-3 years' experience in Systematic-Quant Research and/or quant-project management experience with institutional clients
- Ability and desire to work in a transversal team from systematic research to clients presentations
- An advanced degree (Masters or PhD) in quantitative disciplines is a prerequisite
- Client-facing portfolio management experience and quantitative developer experience are not applicable to this role
- Demonstrated knowledge of linear algebra, partial differential equations, and stochastic calculus
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Quantitative Research Analyst Job Description
Job Description Example
Our company is looking to fill the role of quantitative research analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for quantitative research analyst
- Provide technical expertise in C# and SQL
- Assist in the maintenance and support of related infrastructure and the Quantitative Analytics team’s ALM stack
- Establish research frameworks, based on a materiality matrix for specific groups of corporations and other issuers of securities
- Establish frameworks to develop investable universes focusing on liquidity and material ESG factors
- Support the enhancement of Calvert Research System by performing data quality tests and analytics
- Ensure data relevance and quality through appropriate selection of data sources, sound collection, data quality tests and strong data management
- Perform backtesting and other quantitative analysis to identify ESG performance indicators that are most impactful on stock price performance / company financials
- Support new product development and current product through running backtests performance attribution
- Ability to generate models from complex large databases and effectively use Data Visualizations tools like Tableau, BI
- Develop expertise in critical issue areas, such as energy, natural resource efficiency, environmental sustainability, economic development, supply chain management, health care
Qualifications for quantitative research analyst
- High level education is Statistics, Mathematics, Finance, Quantitative Finance or relevant studies
- Undergraduate degree in a Quantitative major such as Finance, Computer Science / Engineering, Math or Statistics
- 1+ years of post-graduate work experience (in a business or post-doc setting) involving complex quantitative modeling and analysis
- Experience or natural interest in the capital markets, data science and behavioral analysis
- Strong organizational and communication skills, with an emphasis on accuracy, concision, timeliness, and clarity
- Ability to work effectively and efficiently under tight deadlines and other pressures