Quantitative Analyst

About Us
World Insurance Associates is a unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Pensionmark Financial Group - A World Company - is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, Pensionmark supports $48B assets1 across 65 offices and 310 team members.
Position Objective, Typical Duties and Responsibilities
Join our dynamic team as a Quantitative Analyst where will play a pivotal role within the Pensionmark Investment Team's Data & Analytics function, serving as a subject matter expert in all aspects related to data analytics and data science.
By leveraging advanced quantitative methodologies, the Quantitative Analyst will provide crucial insights and support for various Investment Team activities, including investment product screening, manager/strategy research, asset allocation modeling, risk analysis, performance attribution analysis, and portfolio management decision analysis.
By excelling in these responsibilities, the Quantitative Analyst will contribute significantly to the effectiveness and success of the Investment Team's decision-making processes and overall performance.

• Serve in the Pensionmark Investment Team’s Data & Analytics function and act as subject matter expert for Investment Team in all areas related to data analytics/data science.
• Provide data science and data analytics service and expertise on work and projects that support various Investment Team activities, such as investment product screening and scoring, manager/strategy research, asset allocation modelling, risk analysis, performance attribution analysis, and portfolio management decision analysis.
• Conduct ad hoc and recurring data analytics and data science projects, tasks, and assignments under the supervision and direction of the Pensionmark Chief Investment Officer (CIO) and/or Investment Team leadership.
• Define and understand Investment Team problems and needs through various communications and meetings with the CIO, Investment Team leaders, and/or Investment Team members.
• Collect, clean, and wrangle relevant data and information from multiple data vendors, third-party sources, and internal sources.
• Analyze data and information of varying complexity using advanced data analytics and data science methods, models, and techniques.
• Condense work results and/or recommendations into concise, relevant, and understandable deliverables and visualizations for the CIO, Investment Team members, and/or other audiences, including Pensionmark clients.
• Develop and maintain relevant documentation for projects, tasks, and assignments.
• Improve models, code, tools, and infrastructure that support Investment Team activities.
• Continually develop knowledge of statistics, quantitative modeling techniques, programming, and investments/finance knowledge and topics both independently and in collaboration with other Investment Team members.
• Ensure all activities are in compliance with applicable rules, regulations, policies, and procedures.
• Additional related responsibilities and work as assigned by the CIO and/or Pensionmark leadership.

Position Requirements

• Excellent analytical and reasoning skills, demonstrated from hands-on professional experience using quantitative methods and models, advanced statistical analysis, and data manipulation to solve business problems.
• 2 to 5+ years of professional experience required in a quantitative or analytical role with demonstrable professional modelling, analysis, and programming experience. Preferred experience includes investment analysis/research, asset allocation analysis and modelling, financial/economic time series analysis, and other applicable investment/financial related experience.
• Bachelor’s Degree required; MS in data science, financial engineering, statistics, applied math, computer science or related quantitative field preferred. Completed or in-progress certifications in investment/financial analysis such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) preferred.
• Advanced knowledge of R and/or Python for programming, statistics, and graphics, especially using packages and techniques for investment/financial applications and visualization.
• Strong aptitude for working collaboratively in a team environment while working in a fully remote capacity. Ability to work with leaders and teammates to reconcile research projects and results with broader team and business goals.
• Highly effective verbal and written communication skills.

Compensation
The salary for this position generally ranges between $67,500-$82,500. This range is an estimate, based on candidate qualifications and operational needs. The firm also has a bonus program.
Perks & Benefits

• 401(k) with Employer Match
• Health Insurance (with HSA option)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Generous Paid Time Off Policy
• Paid Mental Health Days
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Maternity/Paternity Leave Policy
• Remote Work Opportunity

Stimulating Environment
At Pensionmark, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why Pensionmark?

• Great company culture with an awesome team-oriented atmosphere!
• Mentorship Opportunities
• Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
• Professional growth opportunities
• Friendly and collaborative work environment
• Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering

Equal Employment Opportunity
Pensionmark Financial Group is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
1As of December 31, 2021, the Pensionmark network of advisors and independent advisory firms collectively provide investment management and retirement plan consulting support to over $51 billion in assets, including discretionary assets under management (AUM) of over $8.4 billion.

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