Quantitative Analyst II
Core
Develop scalable performance views, automate reporting workflows, and synthesize data to inform investment, pricing, and service decisions for independent advisors.
Role type
Quantitative Analyst (Financial Services)
Builds
High-visibility reporting, automated analytics, and performance dashboards
Domain
Financial Services / Corporate Finance
Deliverable
dashboards & analysis
Required skills
SQL, Python or R, AI-assisted development tools, data visualization, performance analysis, financial modeling
Preferred skills
Contribution margin analysis, P&L interpretation, customer experience analysis (NPS, CSAT), Power BI, executive reporting
Technologies
SQL, Python, R, GitHub Copilot, Power BI
Responsibilities
Develop clear, scalable views of performance; continuously improve reporting workflows using automation and AI tools; investigate performance drivers across advisor economics; synthesize analysis into concise recommendations; partner with cross-functional teams to validate results; present findings to senior executives; maintain rigorous controls for accurate and reproducible reporting.
