As part of the AMS Research team, the Quantitative Data Analyst
responsibilities include building and analyzing models used in the
AMS investment process. Works closely with other analysts on
creating efficiencies in the investment process via innovative
portfolio optimization, financial modeling and process improvement
techniques. Develop creative and interactive visualizations and
assists in interpreting output which is used to make crucial
portfolio level decisions. Handles complex problems independently
and demonstrates analytical thinking. Is able to make judgements
and recommendations based on the analysis and interpretation of
Essential Duties and Responsibilities:
* Identifies, analyzes, and interprets trends or patterns in
complex data sets using statistical techniques. * Maintain, enhance
and interpret portfolio optimization. * Solves problems using
scripting languages (SQL, Python, R, etc.). * Advance existing
initiatives and explore opportunities for new research topics. *
Utilizes visualization techniques to display data and the results
of analysis in clear and straightforward presentations. * Utilizes
automation and process improvement techniques to alleviate
traditionally manual tasks. * Performs other duties and
responsibilities as assigned.
Knowledge, Skills, and Abilities:
* Financial markets and products. * Portfolio optimization. *
Advanced investment concepts, practices and procedures used in the
securities industry. * Quantitative and qualitative understanding
of the investment management business and performance measurement.
* Statistics and experience using statistical packages for
analyzing large datasets. * Visualization/reporting software
packages such as Tableau, Qlikview, or Power BI.
* Understanding of ETL/ Data Flow Principles.
* Quantitative Modeling * Developing and scripting in languages
such as SQL, Python or R. * Performance calculations. * Analyzing
financial information. * Operating standard office equipment and
using required software application to produce correspondence,
reports, electronic communication, and spreadsheets.
* Produce accurate information on products and projects. *
Exhibit excellent written, verbal and interpersonal communication
skills. * Organize, manage and track multiple detailed tasks and
assignments with frequently changing priorities in a fast-paced
work environment. * Attend to detail while maintaining the big
picture orientation. * Read, interpret, analyze and apply
information from professional publications * Meet many deadlines to
provide quarterly and monthly data to internal associates and
external Financial Advisors. * Facilitate meetings, ensuring that
all viewpoints, ideas and problems are addressed. * Work
independently, make non-routine decisions and resolve moderately
complex problems. * Promote team cohesiveness, cooperation and
Educational/Previous Experience Requirements:
* Business, Finance, Computer Science, MIS or related degree and
a minimum of three (3) years of relevant experience.
* Any equivalent combination of experience, education, and/or
training approved by Human Resources.
* Prefer CFA charter holder, candidate or have the desire to