Quantitative Data Analyst

Company: Raymond James
Location: Saint Petersburg
Posted on: June 3, 2021

Job Description:

Job Summary:

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 data.

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:

Knowledge of:

* 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.

Skill in:

* 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.

Ability to:

* 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 effectiveness.

Educational/Previous Experience Requirements:

* Business, Finance, Computer Science, MIS or related degree and a minimum of three (3) years of relevant experience.

~or~

* Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

* Prefer CFA charter holder, candidate or have the desire to obtain.

Keywords: Raymond James, St. Petersburg , Quantitative Data Analyst, Other , Saint Petersburg, Florida