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
ARC Wealth Private Client Indices and related investment reporting outputs
Domain
financial markets / wealth management
Deliverable
production ML models | dashboards & analysis
Required skills
financial markets knowledge, investment portfolio analysis, data collection, risk-based analysis, data structure distillation, analytical skills
Preferred skills
SQL, Python, Power BI, VBA automation
Technologies
SQL, Python, Power BI, VBA
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