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Waverly Employment Services, LLC

Quantitative Strategist

Pay: $99,819/yr

Posted: 8 weeks ago

Location: Merrillville, IN (Hybrid)

Last Updated: 6 days ago

Hours: Full-Time

Expires: 10/8/2026

Career Insights for Investment / Portfolio Analyst

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What they do

An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.

$89,846 / year median in Indiana

-1% projected decline

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Job Description

Quantitative Strategist, Merrillville, IN. Conduct quantitative analysis of holdings, strategies, & investment philosophy cross firm. Hold 1-on-1 meetgs w/advisor grps & Portfolio Mgmt team membrs 2 review portfolio performnce, stratgy alignmnt, & provide additive recommendtns. Translte complx qntitative findgs into clear actions tailored 2 advsrs' needs & client goals. Identfy & escalate concrns 2 Sr Director of Portfolio Mgmt 2 drive continuous improvmnt. Train & mentor new Portfolio Mgmt team membrs on firms invstmnt approach & internl tools. Delivr timely, accurte updates on Waverlys invstmnt stratgys to internal stakehldrs, supportg advisr meetgs & client-facing communicatns. Act as primary point of contct 4 membrs of Portfolio Mgmt team seekg clarity on firmwide invstmnt approachs. Collaborate w/internl invstmnt, research, & planng teams 2 ensure consistnt & coordinatd mssaging. Facilitate adoptn of firmwide invstmnt optns by connectg advisrs w/internl resourcs. Create internl qntitative anlysis reports 2 supprt advisr growth & biz develpmnt. Represnt Portfolio Mgmt team on internl commitees & cross-functnal projcts as needed.

Reqs:

Masters in finance, econ or related + 2 years exp as Financial Analyst conductg economic anlysis using financial anlysis softw such as Morningstar, Factset & Statista; managing client portfolios, & formulatg plans 4 taxatn, retiremnt & estate planng based on client informatn. Partial remote work permitted in Greater Chicago MSA. Bkgd checks (crim, ed, empl verif) reqd.

Salary:

$93,933 to $105,705.60.

Benefits:

Health, dental, & vision ins, 401k, Flex PTO, 12 holidys, 1 day in birthdy wk, & 4 wks sabbatical after 7 yrs of svc.

Resumes:

Jamie Smith, Waverly Employment Services, LLC, 600 University Park Pl., Ste. 501, Birmingham, AL 35209 or email; hr@waverly-advisors.com. recblid 1tm55ozcpaqi17hqg60p4coft73uqx