Quantitative Investment Analyst

1 month ago


Overland Park, United States Prime Capital Financial Full time

Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a tangible impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and professionalism are encouraged, supported, and valued. We are seeking a motivated Quantitative Investment Analyst to join our rapidly growing firm. Our standards are to be the very best. If you’re ready to meet the challenge of building something great, we want to hear from you.


Prime Capital Financial

Prime Capital Financial is a Registered Investment Advisor (“RIA”) with $25 billion in assets under management (AUM). Our nearly 200 advisors and over 300 team members serve clients in 48 states out of 70 offices throughout the country. Prime Capital Financial operates primarily through 3 brands. Prime Capital Wealth serves over 15,000 individual wealth management households and provides various services, from financial planning to investment management. Prime Capital Retirement delivers retirement plan consulting services to medium and large employers across the United States, serving 800 employers and several hundred thousand retirement plan participants. Prime Capital Wellness provides financial wellness, education, asset management services to retirement participants, and data analytics services to employers.


Position Overview

Prime Capital Financial has a twelve-person investment and trading team responsible for managing or advising on over $25B of client assets across various strategies, asset classes, and portfolios. In anticipation of continued rapid AUM growth, investment product development, and investment process scaling, the team is seeking to hire an additional Quantitative Investment Analyst for our portfolio management unit. The Quantitative Investment Analyst would become an integral, high-performing team member and support several critical investment analysis and portfolio management activities.


Duties and Responsibilities

The Quantitative Investment Analyst will be instrumental in scaling the delivery and management of customized investment solutions for our Prime Capital Wealth and Prime Capital Retirement advisors. This will involve developing efficient and repeatable research processes across qualitative and quantitative areas, including market, economic, sector, company, fund, and manager analysis. Portfolio management responsibilities may be an element of this role, depending on the candidate's experience and capabilities. The Quantitative Investment Analyst will take a lead role in helping the team oversee and research Mutual Funds, ETFs, and Collective Investment Trusts across various investment strategies, which includes screening and organizing coverage of new managers, maintaining a list of approved managers, working with our advisors on products used in asset allocation, and understanding investment rationale of strategies alongside manager usage to position models and communicate on the rationale for how and why models, methods, and managers are performing relative to peers and market benchmarks. The analyst will also help oversee investment strategy and public market asset allocation models for the team, including running reports and analytics and building and developing content and collateral for internal and external consumptions.


Personal Competencies & Attributes

  • Bachelor’s Degree in finance, accounting, or economics
  • Strong personal interest in financial markets and investing
  • Must have a solid understanding of database query logic such as SQL and Python
  • Excellent verbal and written communication skills
  • High quality of work standards and attention to detail
  • Strong work ethic, internal motivation, and ability to learn new skills and competencies
  • Experience with Microsoft Excel, Microsoft PowerPoint


Compensation

A competitive compensation package will be provided, including:

  • Strong Base Compensation
  • Competitive Variable Compensation
  • Competitive Benefits Package


**The compensation plan details will be custom-designed to meet the needs and experiences of qualified and interested candidates.


Benefits:

  • Health, Dental, Vision, HSA
  • LT/ST Disability, Group Life and Voluntary Group Life, Voluntary AD&D
  • 401(k)
  • Generous PTO
  • 12 Paid Holidays
  • EAP program
  • Teladoc
  • Great team environment



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