Quantitative Analyst

Newport Beach, California
May 06, 2021
Jun 05, 2021
Industry Sector
Construction / Real Estate
Employment Type
Full Time

Position Summary:

The Quantitative Analyst will create, maintain, and update investment models; support data warehousing efforts, and maintain ETL data feeds/transfers; interface with portfolio accounting and reporting systems; develop and maintain business intelligence reporting and analytical dashboards; assist in evaluating investment opportunities; lead special quantitative projects upon request; and assist in the preparation of written investment reports and recommendations for senior management. This is an in-office, team oriented position that encourages rapid growth through intensive training, mentoring, and collaboration.

Job Duties:

  • Take full ownership of reporting process, data reliability, and accuracy; optimize data feeds, queries, dashboards, and Excel models to ensure fast, stable, and accurate management reporting
  • Use quantitative problem-solving skills to find and create efficiencies in models, databases, programs, and processes to improve speed and reliability of results
  • Troubleshoot broken data feeds and resolve production issues under time-sensitive deadlines
  • Combine finance & investment knowledge to implement advanced queries that extract large quantities of data from multiple sources into robust, real-time dashboards
  • Identify and drive opportunities to streamline, scale, and automate workflows
  • Convert business requirements into versatile data solutions, such as transitioning legacy processes, adding new data integrations, and developing new analytical packages to enable nextgen portfolio management and analysis
  • Work with third party service providers and internal support groups to reconcile trades, cash flows, daily cash balances, and support GAAP & tax accounting entries; build systems to automate processes
  • Support research, analysis, and valuation of investment alternatives
  • Summarize results and present conclusions to senior management in a clear and concise manner, both verbally and in writing
  • Prepare presentations and exhibits for senior management meetings
  • Complete high priority ad hoc analyses upon request

Minimum Qualifications / Other Expectations:

  • Bachelor’s degree in finance, accounting, computer science, engineering, or a related field
  • Mastery of Microsoft Excel, including VBA programming experience
  • Proficiency in SQL, Python, and at least one other programming language
  • Strong understanding of investment/financial concepts - IRR, TWR, NPV, etc.
  • Working knowledge of GAAP and tax accounting
  • Strong organizational skills with exceptional attention to detail
  • Ability to solve problems independently, prioritize multiple tasks, and meet firm deadlines
  • Positive attitude, with the ability to constructively collaborate with colleagues
  • Highly dependable with utmost integrity and confidentiality
  • Strong writing and communications skills
  • Strong desire to learn and grow in all aspects of the investment field
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