Associate Director, Research Analyst

This is a fully remote position, open to applicants in Connecticut.

📋 Description

• Oversee, manage, and execute the programming and research for the fund tax loss harvesting process.

• Handle fixed income, pure equity, and mixed funds.

• Collaborate with team members and provide reports to headquarters.

• Enhance existing pipelines.

⛳️ Requirements

• A Master’s degree in Finance, Mathematics, or a related field, or equivalent experience is required.

• A minimum of three (3) years of experience in developing optimization engines and machine learning pipelines.

• Experience in creating rigorous and scalable data management and analysis tools.

• Proficiency in enhancing user interface tools to consolidate investment risk and return characteristics.

• Skilled in utilizing Python and statistical modeling for testing and optimizing client accounts.

• Competence in building regression analyses and conducting comparative testing.

• Experience in engineering and comparing optimization solvers.

• Ability to resolve conflicts within tax optimization matrix records.

• Experience in simulating tax alpha and analyzing tax loss harvesting capabilities.

• Capable of clarifying optimization features and leading relevant initiatives.

🏝️ Benefits

• A competitive and comprehensive range of total rewards, including both monetary and non-monetary benefits.

• Annual discretionary bonus.

• 401(k) plan with a generous matching contribution.

• A comprehensive benefits package that includes healthcare options, insurance, and disability benefits.

• Employee stock investment program.

• Access to learning resources and career development programs.

• Reimbursement for specific educational expenses.

• Paid time off, which includes vacation, holidays, sick leave, parental leave, and voluntary days off.

• A motivational wellbeing program.