Associate Director, Research Analyst

For a leader in the Finance & Insurance space, this role supports financial strategy, forecasting, and performance management initiatives that strengthen business visibility and decision-making. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

Location: Remote - US based candidates only, no visa sponsorship available

Responsibilities

• Lead the programming and research for fund tax loss harvesting processes
• Supervise and improve user interface tools for risk/return analysis
• Utilize Python for testing and optimizing client accounts
• Resolve conflicts within the tax optimization matrix records
• Simulate tax alpha for various investment strategies and portfolios
• Clarify optimization features through interdepartmental communication
• Initiate and enhance fund tax loss harvesting pipelines

Requirements

• Master's degree in Finance, Mathematics, or related field or equivalent experience
• Minimum of three years of experience in quantitative investment management
• Proficiency in building optimization engines and machine learning pipelines
• Experience with Python and statistical modeling for regression analysis
• Familiarity with tools like GPT and BERT for data analysis
• Ability to engineer and compare different optimization solvers

Benefits

• 100% remote work flexibility from anywhere in the U.S
• Annual discretionary bonus eligibility
• 401(k) plan with a generous employer match
• Comprehensive healthcare and insurance options
• Employee stock investment program
• Education and career development reimbursement
• Generous paid time off for various needs, including volunteering

Pay

$129,150 – $150,000 annually