3,300 Investment Advice jobs in the United States

HFA Dedicated Financial Advisor - Advice Center

60290 Chicago, Illinois Illinois Staffing

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Job Description

Huntington Financial Advisor - Advice Center

The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance. The HFA Dedicated Financial Advisor is responsible for providing investment advice and financial planning for customers in a phone-based environment.

Duties & Responsibilities:

  • Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
  • Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
  • Deliver an engaging client experience to effectively take care of our client's financial and service needs.
  • Is proactive with consistent partner communication.
  • Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
  • Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
  • Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.
  • Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback.
  • Consistently meets service level agreements on referral contact and follow-up.
  • Responsible for business development through branch partner relationships, as well as proactive inbound/outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
  • Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements.
  • Completes all assigned firm and regulatory training and continuing education by required deadlines.
  • Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients.
  • Performs other duties as assigned.

Basic Qualifications:

  • HS Diploma
  • 1 or more years of experience in investment sales

Preferred Qualifications:

  • Bachelor's Degree
  • At least 2-3 years of experience in an investments area
  • Experience developing and leveraging relationships with internal partners remotely and/or over the phone
  • Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up

Exempt Status: Yes (not eligible for overtime pay)

Workplace Type: Office

Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Compensation Range: 67,500.00 - 72,000.00 USD Annual plus incentives

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

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HFA Dedicated Financial Advisor - Advice Center

60684 Chicago, Illinois Huntington National Bank

Posted today

Job Viewed

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Job Description

Description
Summary:
The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & Responsibilities:
+ Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
+ Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
+ Deliver an engaging client experience to effectively take care of our client's financial and service needs.
+ Is proactive with consistent partner communication.
+ Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
+ Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
+ Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.
+ Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
+ Consistently meets service level agreements on referral contact and follow-up.
+ Responsible for business development through branch partner relationships, as well as proactive inbound / outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
+ Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
+ Completes all assigned firm and regulatory training and continuing education by required deadlines.
+ Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
+ Performs other duties as assigned
Basic Qualifications:
+ HS Diploma
+ 1 or more years of experience in investment sales
+ State Health and Life, Series 7, Series 63 and 65/66
Preferred Qualifications:
+ Bachelor's Degree
+ At least 2-3 years of experience in an investments area
+ Experience developing and leveraging relationships with internal partners remotely and/or over the phone
+ Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
67,500.00 - 72,000.00 USD Annual plus incentives
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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HFA Dedicated Financial Advisor - Advice Center

48012 Birmingham, Michigan Huntington National Bank

Posted 5 days ago

Job Viewed

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Job Description

Description
Summary:
The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & Responsibilities:
+ Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
+ Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
+ Deliver an engaging client experience to effectively take care of our client's financial and service needs.
+ Is proactive with consistent partner communication.
+ Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
+ Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
+ Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.
+ Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
+ Consistently meets service level agreements on referral contact and follow-up.
+ Responsible for business development through branch partner relationships, as well as proactive inbound / outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
+ Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
+ Completes all assigned firm and regulatory training and continuing education by required deadlines.
+ Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
+ Performs other duties as assigned
Basic Qualifications:
+ HS Diploma
+ 1 or more years of experience in investment sales
+ State Health and Life, Series 7, Series 63 and 65/66
Preferred Qualifications:
+ Bachelor's Degree
+ At least 2-3 years of experience in an investments area
+ Experience developing and leveraging relationships with internal partners remotely and/or over the phone
+ Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
67,500.00 - 72,000.00 USD Annual plus incentives
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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HFA Dedicated Financial Advisor - Advice Center

49443 Muskegon, Michigan Huntington National Bank

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

Description
Summary:
The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & Responsibilities:
+ Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
+ Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
+ Deliver an engaging client experience to effectively take care of our client's financial and service needs.
+ Is proactive with consistent partner communication.
+ Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
+ Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
+ Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.
+ Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
+ Consistently meets service level agreements on referral contact and follow-up.
+ Responsible for business development through branch partner relationships, as well as proactive inbound / outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
+ Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
+ Completes all assigned firm and regulatory training and continuing education by required deadlines.
+ Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
+ Performs other duties as assigned
Basic Qualifications:
+ HS Diploma
+ 1 or more years of experience in investment sales
+ State Health and Life, Series 7, Series 63 and 65/66
Preferred Qualifications:
+ Bachelor's Degree
+ At least 2-3 years of experience in an investments area
+ Experience developing and leveraging relationships with internal partners remotely and/or over the phone
+ Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
67,500.00 - 72,000.00 USD Annual plus incentives
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
View Now

HFA Dedicated Financial Advisor - Advice Center

49696 Traverse City, Michigan Huntington National Bank

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

Description
Summary:
The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & Responsibilities:
+ Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
+ Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
+ Deliver an engaging client experience to effectively take care of our client's financial and service needs.
+ Is proactive with consistent partner communication.
+ Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
+ Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
+ Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.
+ Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
+ Consistently meets service level agreements on referral contact and follow-up.
+ Responsible for business development through branch partner relationships, as well as proactive inbound / outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
+ Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
+ Completes all assigned firm and regulatory training and continuing education by required deadlines.
+ Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
+ Performs other duties as assigned
Basic Qualifications:
+ HS Diploma
+ 1 or more years of experience in investment sales
+ State Health and Life, Series 7, Series 63 and 65/66
Preferred Qualifications:
+ Bachelor's Degree
+ At least 2-3 years of experience in an investments area
+ Experience developing and leveraging relationships with internal partners remotely and/or over the phone
+ Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
67,500.00 - 72,000.00 USD Annual plus incentives
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
View Now

HFA Dedicated Financial Advisor - Advice Center

55345 Minneapolis, Minnesota Huntington National Bank

Posted 5 days ago

Job Viewed

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Job Description

Description
Summary:
The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & Responsibilities:
+ Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
+ Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
+ Deliver an engaging client experience to effectively take care of our client's financial and service needs.
+ Is proactive with consistent partner communication.
+ Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
+ Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
+ Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.
+ Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
+ Consistently meets service level agreements on referral contact and follow-up.
+ Responsible for business development through branch partner relationships, as well as proactive inbound / outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
+ Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
+ Completes all assigned firm and regulatory training and continuing education by required deadlines.
+ Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
+ Performs other duties as assigned
Basic Qualifications:
+ HS Diploma
+ 1 or more years of experience in investment sales
+ State Health and Life, Series 7, Series 63 and 65/66
Preferred Qualifications:
+ Bachelor's Degree
+ At least 2-3 years of experience in an investments area
+ Experience developing and leveraging relationships with internal partners remotely and/or over the phone
+ Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
67,500.00 - 72,000.00 USD Annual plus incentives
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
View Now

Senior Quantitative Analyst - Investment Strategies

92101 Brisas del Mar, California $110000 Annually WhatJobs

Posted today

Job Viewed

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Job Description

full-time
Our client, a prominent financial institution in **San Diego, California**, is seeking a highly skilled Senior Quantitative Analyst to join their investment strategies team. This role is instrumental in developing and implementing sophisticated quantitative models that drive investment decisions across various asset classes. You will be responsible for conducting in-depth statistical analysis, building predictive models, and performing risk assessments to optimize portfolio performance and identify trading opportunities. The ideal candidate will possess a strong foundation in mathematics, statistics, and econometrics, coupled with significant experience in financial markets and quantitative finance. Proficiency in programming languages such as Python, R, C++, or MATLAB is essential, along with experience in data analysis, machine learning, and financial modeling. You will collaborate closely with portfolio managers, traders, and other analysts to translate complex data into actionable investment insights. This hybrid position offers a blend of in-office collaboration and remote flexibility, allowing you to contribute effectively while maintaining work-life balance. We are looking for a proactive and detail-oriented professional who can contribute to alpha generation through rigorous quantitative research and strategic implementation. Your ability to innovate and adapt to market changes will be key to success in this demanding and rewarding role.

Key Responsibilities:
  • Develop and implement quantitative models for asset allocation, risk management, and trading strategies.
  • Conduct statistical analysis and back-testing of investment strategies.
  • Build and maintain financial models for portfolio optimization and performance attribution.
  • Analyze market data to identify investment opportunities and risks.
  • Collaborate with portfolio managers and traders to integrate quantitative insights into investment decisions.
  • Develop algorithms for automated trading and execution.
  • Perform ad-hoc quantitative research and data analysis as needed.
  • Stay abreast of the latest advancements in quantitative finance and machine learning.
  • Communicate complex findings and recommendations to stakeholders.
  • Mentor junior quantitative analysts and contribute to team knowledge sharing.

Qualifications:
  • Master's or Ph.D. in Quantitative Finance, Financial Engineering, Mathematics, Statistics, Physics, Computer Science, or a related quantitative field.
  • Minimum of 5 years of experience in quantitative analysis within investment banking, asset management, or hedge funds.
  • Strong programming skills in Python, R, C++, or MATLAB.
  • Expertise in statistical modeling, econometrics, time series analysis, and machine learning.
  • Deep understanding of financial markets, derivatives, and portfolio theory.
  • Excellent analytical, problem-solving, and quantitative research skills.
  • Strong communication and presentation skills.
  • Ability to work effectively in a fast-paced, collaborative environment.
Apply Now
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About the latest Investment advice Jobs in United States !

Senior Portfolio Manager - Investment Strategies

63101 St. Louis, Missouri $160000 Annually WhatJobs

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Job Description

full-time
Our client, a respected financial services firm, is actively seeking an experienced Senior Portfolio Manager to lead their investment strategies division in St. Louis, Missouri, US . This pivotal role requires a deep understanding of financial markets, asset allocation, and risk management, coupled with a proven track record of delivering exceptional investment performance. The ideal candidate will be responsible for managing diverse investment portfolios, developing strategic asset allocation models, and advising clients on achieving their financial objectives.

Responsibilities:
  • Develop and implement investment strategies for a range of client portfolios, including institutional and high-net-worth individuals.
  • Conduct in-depth market research and analysis to identify investment opportunities across various asset classes (equities, fixed income, alternatives).
  • Manage portfolio risk through diversification, hedging strategies, and ongoing monitoring.
  • Perform asset allocation and security selection based on thorough due diligence and fundamental analysis.
  • Monitor portfolio performance, rebalance holdings as needed, and provide comprehensive performance reporting.
  • Collaborate with research analysts, traders, and compliance teams to ensure investment strategies are sound and adhere to all regulations.
  • Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
  • Present investment recommendations and market outlooks to clients and internal stakeholders.
  • Stay abreast of economic trends, market developments, and regulatory changes impacting investment management.
  • Mentor junior investment professionals and contribute to the team's intellectual capital.
  • Ensure compliance with all fiduciary duties and regulatory requirements (e.g., SEC, FINRA).
Qualifications:
  • Master's degree in Finance, Economics, Business Administration, or a related quantitative field. MBA or advanced degree is highly preferred.
  • Minimum of 10 years of progressive experience in portfolio management or investment analysis.
  • CFA (Chartered Financial Analyst) designation is strongly preferred.
  • Proven track record of successfully managing investment portfolios and achieving competitive returns.
  • Expertise in asset allocation, financial modeling, and portfolio optimization techniques.
  • Strong understanding of global financial markets and various investment instruments.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Exceptional communication, presentation, and interpersonal skills.
  • Ability to work effectively in a high-pressure, deadline-driven environment.
  • Proficiency in financial data platforms (e.g., Bloomberg, FactSet) and portfolio management software.
This is a premier opportunity to lead investment strategy and make a significant impact within a reputable financial organization.
Apply Now

Quantitative Analyst (Quant) - Investment Strategies

45202 Cincinnati, Ohio $130000 Annually WhatJobs

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Job Description

full-time
Our client, a prominent financial institution, is seeking a highly analytical and motivated Quantitative Analyst (Quant) to join their team in **Cincinnati, Ohio, US**. This role is critical in developing and implementing sophisticated financial models and trading strategies. You will leverage your expertise in mathematics, statistics, and programming to analyze market data, identify investment opportunities, and manage financial risk. Responsibilities include building predictive models for asset pricing, developing algorithms for high-frequency trading, and creating risk management frameworks. You will work closely with portfolio managers and traders to provide data-driven insights and support investment decisions. This position demands a rigorous approach to problem-solving, a strong understanding of financial markets, and the ability to communicate complex quantitative concepts effectively to both technical and non-technical stakeholders. You will be expected to stay current with the latest quantitative finance methodologies and contribute to the firm's intellectual capital. The ideal candidate possesses a strong academic background and practical experience in applying quantitative techniques within a financial context. This is an exciting opportunity to work in a fast-paced, dynamic environment at the heart of financial innovation.

Qualifications:
  • Master's or Ph.D. in Mathematics, Statistics, Physics, Financial Engineering, or a related quantitative field.
  • Proven experience as a Quantitative Analyst or in a similar quantitative finance role.
  • Expertise in financial modeling, statistical analysis, and time-series forecasting.
  • Proficiency in programming languages such as Python, R, C++, or Java.
  • Strong knowledge of financial markets, derivatives, and portfolio management.
  • Experience with machine learning techniques applied to finance is a plus.
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Ability to work effectively in a team and manage multiple priorities.
  • Strong communication and presentation skills.
  • Familiarity with financial databases (e.g., Bloomberg, Refinitiv) is advantageous.

Join our team in **Cincinnati, Ohio, US** and drive financial innovation.
Apply Now

Senior Quantitative Analyst, Investment Strategies

28202 Charlotte, North Carolina $185000 Annually WhatJobs

Posted today

Job Viewed

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Job Description

full-time
A premier financial institution in Charlotte, North Carolina, US is actively seeking a highly analytical and innovative Senior Quantitative Analyst to join their sophisticated Investment Strategies division. This role is integral to developing and refining the quantitative models that drive our investment decisions and risk management frameworks. You will be instrumental in designing, implementing, and validating complex financial models, leveraging advanced statistical techniques, machine learning algorithms, and programming skills. The ideal candidate will possess a strong background in financial markets, a keen understanding of econometrics, and the ability to translate complex quantitative concepts into actionable insights for portfolio managers and executive leadership.

Key responsibilities will include:
  • Developing, backtesting, and deploying quantitative models for asset allocation, risk management, and portfolio optimization.
  • Conducting in-depth statistical analysis of market data to identify trends and opportunities.
  • Implementing and maintaining sophisticated algorithms for trading strategies and risk assessment.
  • Collaborating closely with portfolio managers and research analysts to provide data-driven recommendations.
  • Evaluating and improving the performance of existing quantitative models.
  • Communicating complex quantitative findings to both technical and non-technical audiences through reports and presentations.
  • Ensuring the accuracy and robustness of data inputs and model outputs.
  • Staying current with the latest advancements in quantitative finance, machine learning, and data science.
Qualifications:
  • Master's or Ph.D. in a quantitative field such as Financial Engineering, Statistics, Mathematics, Computer Science, or Economics.
  • Minimum of 5 years of experience in quantitative analysis within the financial services industry.
  • Proficiency in programming languages such as Python, R, C++, or MATLAB.
  • Strong knowledge of financial markets, derivatives, and portfolio theory.
  • Expertise in statistical modeling, time series analysis, and machine learning techniques.
  • Excellent problem-solving skills and attention to detail.
  • Strong communication and interpersonal skills, with the ability to present complex ideas clearly.
  • Experience with large datasets and database management (e.g., SQL) is a plus.
This position offers an exceptional opportunity to work with cutting-edge technology and influential market strategies in a highly collaborative and intellectually stimulating environment. Be part of a team that shapes the future of investment management.
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