3,300 Investment Advice jobs in the United States
HFA Dedicated Financial Advisor - Advice Center
Posted today
Job Viewed
Job Description
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.
HFA Dedicated Financial Advisor - Advice Center

Posted today
Job Viewed
Job 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.
HFA Dedicated Financial Advisor - Advice Center

Posted 5 days ago
Job Viewed
Job 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.
HFA Dedicated Financial Advisor - Advice Center

Posted 5 days ago
Job Viewed
Job 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.
HFA Dedicated Financial Advisor - Advice Center

Posted 5 days ago
Job Viewed
Job 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.
HFA Dedicated Financial Advisor - Advice Center

Posted 5 days ago
Job Viewed
Job 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.
Senior Quantitative Analyst - Investment Strategies
Posted today
Job Viewed
Job Description
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.
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Senior Portfolio Manager - Investment Strategies
Posted today
Job Viewed
Job Description
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).
- 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.
Quantitative Analyst (Quant) - Investment Strategies
Posted today
Job Viewed
Job Description
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.
Senior Quantitative Analyst, Investment Strategies
Posted today
Job Viewed
Job Description
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.
- 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.