Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New York

Sr. Quantitative Strategist / Developer

Our established and innovative quantitative strategies group, with a track record spanning over 25 years, is dedicated to long-term projects that drive significant impact in financial markets. We foster a culture of deep analytical inquiry and problem-solving, seeking individuals who are eager to tackle complex challenges and contribute to cutting-edge solutions.

The Opportunity

We are seeking a highly analytical and experienced Quantitative Strategist / Quant Developer to join our team. This role is critical for developing and implementing advanced quantitative models and scalable architecture solutions that underpin our portfolio and equity optimization strategies. The ideal candidate thrives on complex challenges, possesses strong mathematical and programming skills, and is eager to conduct deep dives into financial problems.

Responsibilities

• Lead the development and implementation of sophisticated quantitative models for portfolio optimization, equity optimization, and comprehensive risk management.
• Design, build, and maintain scalable, cloud-native architecture solutions (e.g., on AWS) for quantitative analytics and production systems, ensuring robust and efficient operations.
• Apply advanced mathematical, statistical, and operational research techniques, including Monte Carlo simulations and AI/ML, to accelerate research, model validation, and strategy development.
• Develop and integrate strategies for direct indexing and loss harvesting to enhance tax efficiency, portfolio customization, and after-tax returns for clients.
• Drive the full software development lifecycle (SDLC) from prototyping to production deployment, including version control, testing frameworks, and ongoing support.
• Collaborate closely with investment strategists, portfolio managers, and development teams to ensure models and analytics are robust, scalable, and aligned with real-world investment workflows.
• Contribute to the continuous improvement of our quantitative infrastructure and analytical capabilities, staying abreast of industry trends and technological advancements.

Qualifications

• Education: Master's degree (preferred) or Ph.D. in a quantitative field such as Computational Finance, Physics, Mathematics, Computer Science, Operations Research, or a related discipline.
• Experience: 7+ years of progressive experience in a quantitative role within financial services, with a strong focus on portfolio management, equity strategies, or quantitative development.
• Technical Skills:
  
  
  
  • Expert-level programming proficiency in Python / Scala / C++.
  • Extensive experience with cloud platforms, particularly AWS (Lambda, containers), and building scalable, distributed systems.
  • Strong understanding of quantitative methods: Monte Carlo simulation, regression, portfolio optimization, equity strategy design, factor modeling, options & derivatives pricing.
  • Proficiency in SQL, Linux, Git, and modern SDLC practices.
  
  
• Domain Expertise:
  
  
  
  • Proven experience in portfolio optimization and equity optimization.
  • Demonstrated experience or strong conceptual understanding of direct indexing and loss harvesting strategies.
  • Experience with structured products, risk management, and investment strategy development.
  
  
• Soft Skills:
  
  
  
  • Exceptional analytical and problem-solving skills with a proven ability to conduct deep dives into complex issues.
  • Proactive, intellectually curious, and eager to jump into new problems.
  • Excellent communication and collaboration skills, capable of working effectively across multi-disciplinary teams.
  
  

Preferred Qualifications

• Prior experience at leading asset managers or direct indexing providers, demonstrating exposure to sophisticated quantitative strategies, large-scale portfolio management solutions, and advanced direct indexing/tax-efficient methodologies.
• CFA designation (Level I or II).
• FINRA Series 7 and 63 licenses.