Quantitative Analyst

About the position The Quantitative Analyst will have two main areas of focus. The first area is portfolio analysis, specifically, conducting and supporting research efforts on portfolio construction, management, and thought leadership in the field of asset allocation. The second area of focus relates to production duties for the multi-asset strategy team. This will include ongoing reporting in support of the funds, such as performance and risk attribution, and running tactical models. This position requires both an advanced understanding of economics and financial market theory (acquired through both academic training and investment-related experience), and an ability to apply this knowledge to new and moderately complex problems. Given the ever-shifting nature of the field, the analyst must be adaptable, innovative, and have an entrepreneurial mindset. Also, this position requires a strong interest in understanding portfolio management practices and ways in which these practices can be improved. Lastly, this position requires a proficiency both in programming, e.g., with Python, Matlab or R, and with application software used by the group, e.g., FactSet, Bloomberg, Barra. This position is for applicants early in their asset management career. The analyst is expected to do research under the guidance of more senior members of the team. The analyst may propose research projects that address various team needs. The analyst is expected to present her findings to various audiences, both within the team and externally. Over time, the presentation skills need to rise to a high level. This role reports to VP, Senior PM & Head of MAS Research. This hybrid position will be based out of our Santa Clara, CA office. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

Responsibilities

• Conduct guided research to support a variety of asset allocation topics. Areas include analysis of various asset types, portfolio construction, investor behavior, estimation of various analytics and metrics, and how firm’s asset allocation products address specific clients’ financial needs.
• Maintain, construct, and support portfolio monitoring tools for performance attribution and risk
• Maintain, enhance, and support the suite of tactical allocation models
• Suggest and support improvements in quantitative processes
• Act as liaison with IT and Operations departments for ongoing infrastructure project
• Respond to requests from clients for custom analysis on firm products or more generic topics
• Review industry publications for emerging themes in the asset allocation field. Publications range from Wall St sell-side commentary to academic journals.

Requirements

• BS/BA degree in finance, accounting, economics, or science along with 3+ years quality investment research is required, or an advanced graduate degree in finance or economics along with 0+ years of relevant experience.
• Proficiency with Excel spreadsheets and with either Python or Matlab analytical programming package.
• The job will require knowledge of Bloomberg API's, Factset, and a wide variety of other software and data providers.
• Candidate has to be very detail oriented, and sensitive to working with deadlines.
• Will be required to understand and program in an analytical package (Python, Matlab or R) and SQL languages.
• Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.

Nice-to-haves

• A background in statistics would be a plus.

Benefits

• Competitive compensation package with bonus plan
• Generous PTO and competitive benefits
• 401k with 5% company match plus annual performance-based discretionary contribution
• Tuition reimbursement, formal mentorship program, live and online learning