Research Analyst (Quant)

Lead a team in delivering performance analytics and reporting for investment portfolios. You will collaborate with analysts and business partners to build scalable solutions, generate insights, and support data-driven decisions for model portfolios and managed accounts.

• Lead recurring performance reporting for model portfolios
• Review model portfolio performance through attribution and benchmark comparisons
• Develop reporting for peer group analytics and performance rankings
• Create advisor-facing reporting packages and investment presentations
• Build and improve reporting solutions using Power BI, SQL, and Python
• Support data quality practices for portfolio and performance data