Investment Analyst

San Diego, California
Investment Analyst - Counterpoint Mutual Funds
Oct 05, 2021
Dec 04, 2021
Industry Sector
Asset Management
Employment Type
Full Time

Company Description

Counterpoint Mutual Funds, LLC is a San Diego based mutual fund advisor and manages more than $1 billion in total assets across quantitative fixed income and equity strategies.

Position Overview

The Investment Analyst will work closely with a small portfolio management team supporting marketing groups with reporting and management of product collateral, assisting operational aspects of fund management, as well as acting as a general utility player.  The position will be in-person and based in Counterpoint’s home office in San Diego with working hours of approximately 8am-4pm.  The position requires a majority of the working hours to occur in the office.


  • Producing Morningstar Direct reports for wholesaler team
  • Support quarterly updating of marketing and collateral pieces, e.g. webpage, fact sheets, monthly writing
  • Assisting marketing group in operational processes (i.e. operating e-mail campaigns, performing
    data mapping, and data stewardship of CRM system)
  • Assisting in tasks related to portfolio management process
  • Operate quantitative models and manage fund rebalance processes
  • Assist with research associated with product development and analysis
  • Process collateral, margin, and wire payments
  • Ensure trades are booked accurately and in a timely fashion
  • Generate monthly performance reports
  • Assist with assembling compliance and regulatory filings
  • Review and file marketing materials, including diligence questionnaires
  • The position is multi-faceted and as such the candidate will be required to occasionally perform duties that may not be directly related to the above tasks, such as helping coordinate company events and assisting in procurement of marketing related items.


  • Bachelor’s degree in finance, economics, mathematics or computer science
  • Minimum 2 years of experience in the asset management/securities industry
  • Strong attention to detail, analytical, mathematical, and problem-solving skills
  • Exceptional verbal, written, and technical skills
  • Familiarity with various financial products: mutual funds, equities, derivatives (options, futures, swaps)
  • Proficient in Microsoft Excel
  • Experience in modern programming and scripting languages preferred, i.e. Python, Matlab, PHP
  • Experience with Bloomberg preferred
  • Experience with Microsoft SQL and/or MySQL preferred
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