Specialist, Quantitative Analysis
Core
Calculate and oversee quarterly reporting of the ARC Wealth Private Client Indices comprising 140+ wealth managers and 500,000+ portfolios; manage client data collection and reporting processes; analyze portfolio performance and investment data using a risk-based and data-driven approach.
Role type
quantitative analyst (financial indices)
Builds
investment reporting outputs and data streams for investors, private clients, fiduciaries, and professional advisers
Domain
financial markets / wealth management
Required skills
financial markets knowledge, investment portfolio analysis, data analysis, SQL, Python, Power BI, VBA automation
Preferred skills
ability to distill complex data structures, curiosity, analytical skills
Responsibilities
calculate and oversee quarterly reporting of the ARC Wealth Private Client Indices; manage assigned client data collection and reporting processes; analyze portfolio performance and investment data; contribute to technical production and quality assurance of investment reporting outputs; support development and optimization of reporting infrastructure and VBA-based automation processes; assist with the production of daily and monthly estimates
Seniority
individual contributor