Data-Driven Financial Strategist

1 month ago

San Francisco, California, United States Unreal Gigs Full time

Unlocking impactful investment and business decisions through data-driven insights is at the core of this exciting role. As a Data-Driven Financial Strategist, you will develop and refine quantitative models to drive key financial decisions.

Collaborating with portfolio managers, data scientists, and financial analysts, you will design data models and algorithms that uncover valuable insights from complex datasets. Your expertise will be vital in transforming data into strategic assets and driving key financial decisions.

Key Responsibilities:

  1. Develop and Refine Quantitative Models: Design and build quantitative models for risk assessment, pricing, and investment strategies, validating them through rigorous backtesting and optimizing for accuracy and performance.
  2. Analyze Financial Markets and Data Patterns: Conduct in-depth analyses of financial markets, identifying trends, correlations, and anomalies, providing insights that support trading strategies and portfolio optimization.
  3. Implement Statistical and Machine Learning Techniques: Utilize advanced statistical methods and machine learning algorithms to analyze large datasets, applying techniques such as regression analysis, time-series forecasting, and clustering to extract valuable insights.
  4. Collaborate on Strategy Development: Work closely with investment teams and risk managers to align quantitative models with strategic objectives, contributing to decision-making processes and advising on model-driven strategies.
  5. Monitor and Refine Models Over Time: Track model performance and recalibrate as needed to adapt to market changes, implementing feedback loops and monitoring for model drift to ensure ongoing reliability.
  6. Automate Data Analysis and Reporting: Develop scripts and workflows to automate data analysis and streamline reporting, utilizing programming languages like Python or R to make quantitative processes more efficient.
  7. Stay Updated on Industry Trends and Regulatory Changes: Maintain current knowledge with market trends, regulatory developments, and advancements in quantitative finance, adapting models and strategies as needed to maintain compliance and optimize performance.

Required Skills and Qualifications:

  • Quantitative Modeling Expertise: Strong knowledge of building and testing quantitative models, with expertise in statistical methods, time-series analysis, and financial modeling.
  • Programming and Scripting: Proficiency in Python, R, or MATLAB for data analysis, modeling, and automation, familiarity with SQL for data extraction and manipulation essential.
  • Financial Market Knowledge: Understanding of financial markets, asset classes, and trading strategies, ability to interpret economic indicators and their impact on market dynamics.
  • Analytical and Problem-Solving Skills: Proven ability to approach complex problems analytically and develop data-driven solutions, capable of conducting in-depth research and analysis.
  • Communication and Presentation: Strong written and verbal communication skills to present findings and explain complex models to non-technical audiences.

Educational Requirements:

  • Bachelor's or Master's degree in Quantitative Finance, Economics, Statistics, Mathematics, or a related field; equivalent experience in quantitative analysis or finance may be considered.
  • Certifications in quantitative finance or risk management (e.g., CFA, FRM, CQF) advantageous.

Experience Requirements:

  • 3+ years of experience in quantitative analysis or data modeling, with a proven track record of building impactful models.
  • Experience working with large financial datasets and managing data from market data providers.
  • Familiarity with risk management practices and regulatory frameworks in financial services a plus.

We estimate the salary range for this position to be around $120,000 - $180,000 per year, based on national averages and industry standards.

  • Senior Data-Driven Product Strategist

    3 weeks ago

    San Francisco, California, United States Metaphor Services Full time

    About Metaphor ServicesWe are a forward-thinking company seeking a talented Senior Data-Driven Product Strategist to lead our product life cycle from vision to launch. Located in Los Angeles, CA or San Francisco, CA, this full-time position offers a competitive salary of $145,000 - $180,000 per year.Job Description:We are looking for an experienced Senior...

  • Data Insights Strategist

    4 days ago

    San Francisco, California, United States Hellobrigit Full time

    Company Overview:Hellobrigit is a pioneering personal financial health startup dedicated to empowering individuals to take control of their financial futures.We're looking for a talented Data Insights Strategist to join our team and play a pivotal role in shaping our data-driven strategies, leveraging insights to enhance user engagement, optimize marketing...

  • Data Insights Strategist

    3 weeks ago

    San Francisco, California, United States Unreal Gigs Full time

    Unreal Gigs is a leading provider of innovative solutions, and we're seeking a highly skilled Data Insights Strategist to join our team.We're offering a competitive salary range of $140,000 - $170,000 per annum, commensurate with experience.Job Description:Data Insights StrategistAs a Data Insights Strategist at Unreal Gigs, you'll play a pivotal role in...

  • Data-Driven Media Strategist

    7 days ago

    San Diego, California, United States Seer Interactive Full time

    Seer Interactive: Where Compassion Meets DataWe're a digital marketing consultancy that harnesses the power of compassion, data, and technology to make a meaningful impact on our communities. Our purpose is to unlock potential for those around us, and our vision is a world where doing the right thing is easy.As a remote-first agency with team members across...

  • Chief Data Strategist

    3 weeks ago

    San Francisco, California, United States Cloud Analytics Technologies, LLC Full time

    Cloud Analytics Technologies, LLC, based in San Francisco, is seeking a Chief Data Strategist to lead the team and drive business growth.The ideal candidate will be a proven leader with deep analysis and programming skills, having an exemplary understanding of statistics and hypothesis testing. This role requires collaboration with digital marketing teams...

  • Senior Financial Strategist

    3 days ago

    San Francisco, California, United States Crusoe Full time

    A Day in the Life of a Senior Financial StrategistAs a Senior Financial Strategist at Crusoe, your day will be filled with exciting challenges and opportunities. You will analyze monthly historical data and current trends at corporate and project levels, create materials to present key metrics to the Leadership Team and Board of Directors, and support...

  • Data Insights Strategist

    6 days ago

    San Francisco, California, United States ZipRecruiter Full time

    Unlock Business Potential as a Data Insights StrategistJob Summary:Are you passionate about harnessing the power of data to drive business growth and transformation? As a Data Insights Strategist at ZipRecruiter, you'll play a pivotal role in unlocking strategic insights from complex datasets. With your expertise in machine learning, statistical analysis,...

  • Chief Data Strategist

    3 days ago

    San Francisco, California, United States Unreal Gigs Full time

    Job Title: Chief Data StrategistOverview: At Unreal Gigs, we're seeking a seasoned data professional to lead our data architecture initiatives. As the Chief Data Strategist, you'll drive the design, implementation, and optimization of our data architecture solutions.About You: With 10+ years of experience in data architecture, you possess a deep...

  • Senior Data Product Strategist

    3 weeks ago

    San Francisco, California, United States SoFi Full time

    Unlock the Power of Data with SoFiWe are seeking a seasoned Senior Data Product Strategist to join our team at SoFi, a next-generation financial services company and national bank. In this role, you will play a critical part in shaping the future of our data-driven ecosystem.About the RoleThe ideal candidate will have 7+ years of experience in product...

  • Financial Planning Strategist

    4 days ago

    San Francisco, California, United States Goismo Full time

    We are looking for a highly skilled Financial Planning Strategist who will lead our client advising efforts. As a fiduciary, you will work with clients providing comprehensive advice on areas including saving, retirement, and debt management.About You: We are especially interested in finding candidates with experience in personal financial planning. You...

  • Data Strategist for Philanthropic Growth

    2 weeks ago

    San Francisco, California, United States Equitable Hiring Group Full time

    Job Overview">The Equitable Hiring Group is seeking a skilled Data Strategist for Philanthropic Growth to join our team. As a key member of our organization, you will play a vital role in shaping the overall development operations strategy through the management and oversight of donor and membership databases.">About the Role">This position involves...

  • Lead Data Strategist for Business Growth

    3 weeks ago

    San Francisco, California, United States LHH Recruitment Solutions Full time

    Job Description:We are seeking a highly skilled Lead Data Strategist to join our team at LHH Recruitment Solutions in the Bay Area. As a Senior Data Scientist, you will play a pivotal role in driving business growth through data-driven approaches.About the Role:You will be responsible for developing and implementing data solutions that enhance client...

  • Data Insight Strategist

    3 weeks ago

    San Francisco, California, United States Unreal Gigs Full time

    At Unreal Gigs, we're seeking a skilled Data Insight Strategist to drive business impact through data-driven initiatives. With a strong background in machine learning and statistical analysis, you'll collaborate with cross-functional teams to design, develop, and implement models that enhance processes and inform strategic decision-making.The ideal candidate...

  • Marketing Data Strategist

    1 day ago

    San Jose, California, United States Cypress HCM Full time

    About the RoleWe have an exciting opportunity for a Marketing Data Strategist to lead our data-driven initiatives and help bridge business strategy to marketing execution. You will build strong relationships with product marketing, paid media, and business unit leaders to enhance understanding of our customers and their digital journey.

  • Data Research Strategist

    3 weeks ago

    San Francisco, California, United States Databricks Full time

    At Databricks, our mission is to empower users to make data-driven decisions. We are seeking a Data Research Strategist to join our team.About the RoleWe are looking for an expert researcher who can develop business-level strategy and vision in close collaboration with other disciplines. The ideal candidate will have experience in user research, mixed...

  • Data Insights Strategist

    3 weeks ago

    San Bruno, California, United States Redolent Infotech Pvt. Ltd. Full time

    About Redolent Infotech Pvt. Ltd.Redolent Infotech Pvt. Ltd. is a leading organization that excels in delivering cutting-edge data analytics solutions to various industries. We are seeking an exceptional Data Insights Strategist to join our team and contribute to our mission of driving business growth through data-driven decision making.Job SummaryWe are...

  • Data Strategist for Customer Acquisition

    3 weeks ago

    San Francisco, California, United States ZipRecruiter Full time

    About the OpportunityWe are seeking a skilled Data Strategist to help drive customer acquisition and growth. As part of our data science team, you will work closely with leaders and teams to identify efficient channels and inform growth marketing investment decisions.Your primary responsibilities will include running analyses, building attribution models,...

  • Data Insights Strategist

    2 weeks ago

    San Francisco, California, United States Socotra Full time

    About the RoleWe are seeking a skilled Data Insights Strategist to join our team at Socotra. As an Analytics Lead, you will play a critical role in driving business growth and informing product strategies through deep dive analyses and data-driven insights.ResponsibilitiesDevelop Business Insights: Design and implement analytical frameworks to understand...

  • Chief Financial Strategist

    3 weeks ago

    San Francisco, California, United States Attivo Partners Full time

    Role Overview: As a key member of the management team at Attivo Partners, the Chief Financial Strategist will be responsible for overseeing all financial affairs and functions for one or more clients.The ideal candidate will have a minimum of 10 years of senior financial leadership experience, including 5 years as VP Finance or CFO in venture-backed,...

  • Lead Financial Strategist

    3 days ago

    San Francisco, California, United States Goismo Full time

    **Job Description:**We are searching for a Lead Financial Strategist to guide our client advising efforts. This role requires expertise in financial planning, investment strategies, and fiduciary practices.**Key Responsibilities:Developing and implementing personalized financial plans for clients.Analyzing clients' financial situations and making...