Senior Research Analyst

Overview

Insight North America LLC seeks a Senior Research Analyst, Level I in San Francisco, CA to coordinate research activity for major investment area.

Conduct investment research studies and analysis on individual securities, classes of securities, and development of quantitative decision-making models.

REQUIREMENTS:

• Bachelor's degree or foreign equivalent in Financial Engineering, Finance, or a related field and ten (10) years of progressively responsible experience in the job offered or a related occupation.
• Ten (10) years of progressively responsible experience must include: Distinguishing relationships/patterns across multiple financial assets, including cash and derivative assets, and thereupon developing financial models for value and risk assessment in various fixed income sectors;
• Working with specialized financial databases including Compustat, CapitalIQ, WorldScope, Bloomberg, Thomson Reuters, TRACE, CDS, DTCC, Optionmetrics, and Agency Ratings (from Moody's and Standard and Poor's);
• Performing detailed empirical analysis and management of financial data including resolving data imperfections, conducting data transformations and standardizations, and collating diverse data sources to facilitate their usage in model building;
• Quantitative modeling of investment ideas, including factor modeling, forecasting, cross-section and time-series modeling, curve and spline fitting, monte-carlo simulations, optimization, robust statistical methods, and development of model-based investment strategies;
• Developing and implementing quantitative portfolio construction techniques including ex-ante and ex-post risk based portfolio construction methods, liquidity aware portfolio optimization, regime assessment, factor-based risk and performance attribution;
• Coding and developing financial models into implementable and robust software code, written in programming environments including C++, Java, Python, SQL, Matlab, SAS and Excel; and
• Communicating complex financial concepts to diverse technical and non-technical audiences through presentations, written documents and dialogue

In the alternative, the employer will accept a Master's degree in one of the above mentioned fields of study and eight (8) years of experience in the above-stated skills. The employer will accept pre- or post- Master's degree experience. Any suitable combination of education, training, or experience is acceptable.

Qualified applicants please apply online at https://bnymellon.eightfold.ai/careers and utilize reference code #18895. Please indicate "referral source - advertisement - WEB."

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

EEO Statement:

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.