Support research and product development efforts for innovative investment strategies and product structures across multiple investment vehicles including ETFs, mutual funds, interval funds, SMAs, CITs, and institutional separate accounts
Job Summary
Support research and product development efforts for innovative investment strategies and product structures across multiple investment vehicles including ETFs, mutual funds, interval funds, SMAs, CITs, and institutional separate accounts.
Research and evaluate new product opportunities across equity, fixed income, alternatives, digital asset, and multi-asset strategies.
Perform advanced quantitative analysis using Bloomberg, Simfund, Morningstar, Excel, and other analytical tools.
Matching Summary
Support research and product development efforts for innovative investment strategies and product structures across multiple investment vehicles including ETFs, mutual funds, interval funds, SMAs, CITs, and institutional separate accounts.
Salary
Base: $175,000 - $200,000/year; Bonus/Equity: Sign-on bonus, restricted stock units, discretionary awards, eligibility for commissions; Benefits: Full range of medical, financial, and/or other benefits (including 401(k) eligibility and paid time off)
Skills & Requirements
Must-have
ETF product innovation
investment strategy development
quantitative analysis
market opportunity identification
cross-functional collaboration
Nice-to-have
creative solutions
considered thought leadership
disciplined entrepreneurship
accountability, curiosity, and integrity
Key Requirements
Bachelor's degree in Finance, Economics, or related field
6+ years financial services experience
Series 7 and Series 63 (or acquisition within 90 days of hire)