Investment Research Analyst - Hybrid - San Diego Only

Job Summary

Using a combination of quantitative modeling and qualitative research, assist with the management of US equity strategies. The successful candidate will have opportunity for exposure to each facet of the investment process : stock selection, portfolio construction, and trading. They will also be responsible for researching improvements to these quantitative tools and qualitative processes. Lastly, this individual will also collaborate with other members of the investment team to assist with sales and / or client service efforts at the firm.

Responsibilities :

• Research, implement, utilize, and troubleshoot quantitative models and tools.
• Evaluate potential trades.
• Document rationale behind trade decisions.
• Monitor portfolios and global markets at a stock and thematic level.
• Write and / or proofread monthly or quarterly sales / market / client service materials.
• Assist other members of investment team in creating and checking trades
• Perform other duties and responsibilities as assigned.

Knowledge of :

Skill in :

Ability to :

Educational / Previous Experience Requirements :

Bachelors Degree (Masters or higher preferred) in a quantitative or financial discipline, and two to three (2-3) years of experience in the investment industry preferred. ~or~ Any equivalent combination of experience, education, and / or training approved by Human Resources.