Quantitative Analyst

Develop and maintain scalable datasets, analytics, dashboards, and reporting for Separately Managed Accounts (SMA) including performance, after-tax, composite, and tax-lot data.

Design and automate production workflows, controls, reconciliations, and exception handling to improve data accuracy, efficiency, and scalability.

Manage month-end analytical processes such as exception investigation, validation, and timely delivery while collaborating with multiple teams to translate business needs into analytical solutions.

3+ years of experience in investment management, quantitative analytics, financial services, or similar data-intensive environment.

Strong proficiency in Python and SQL including relational data modeling and production data pipelines.

Experience with data-quality controls, reconciliations, exception monitoring, and automated workflows.

Bachelor’s degree or equivalent practical experience in Computer Science, Mathematics, Statistics, Engineering, Finance, Economics, or another quantitative discipline.

Experience working with Separately Managed Accounts (SMAs), portfolio accounting, investment performance, and tax-managed strategies preferred.

Comfortable operating in a cross-functional environment partnering with investment, operations, product, and technology teams.

Demonstrated ability to investigate complex data issues and deliver results under time-sensitive deadlines.