HOLT Model Development Analyst

About the role

Conduct empirical and academic style research to further develop the HOLT systematic equity valuation model and downstream analytics.
Analyze company life cycle dynamics, including growth, profitability, and competitive dynamics.
Develop new quantitative scorecards, frameworks and datasets for client use.
Research and enhance methodologies including cash flow forecasting, alternative scenarios, and the interaction between company fundamentals, valuation, and market environments.
Assist in designing, testing and validating enhancements to the framework using HOLT’s financial dataset spanning back to the 1950’s.
Contribute to published written research and internal documentation communicating findings and investment implications.
Enhance the use of macroeconomic and alternative data within the framework.
Operate as a research partner to Model Technology and IT, providing direction on analytical design, and implementation priorities.

Responsibilities

• Analyze company life cycle dynamics, including growth, profitability, and competitive dynamics
• Develop new quantitative scorecards, frameworks and datasets for client use
• Research and enhance methodologies including cash flow forecasting, alternative scenarios, and the interaction between company fundamentals, valuation, and market environments
• Assist in designing, testing and validating enhancements to the framework using HOLT’s financial dataset spanning back to the 1950’s
• Contribute to published written research and internal documentation communicating findings and investment implications
• Enhance the use of macroeconomic and alternative data within the framework
• Operate as a research partner to Model Technology and IT, providing direction on analytical design, and implementation priorities

Requirements

• BS or MS in Accounting, Finance, Economics, Engineering, Mathematics, or other quantitative field.
• 1-5 years of relevant experience
• Strong quantitative and analytical skills with experience analyzing large datasets
• Familiarity with Databricks and Spark
• Experience with R, SQL, or Python
• Understanding of financial statements, company valuation and equity markets
• Experience with statistical analysis, forecasting techniques, or financial data modeling

Qualifications

• Excellent written and verbal communication skills
• Interest in publication of long-form research papers
• Self-motivated and team-oriented

Skills

• Sound judgment in validating outputs and aligning with policies, risk standards, and ethical use
• Collaboration and teamwork

Benefits

The indicative gross base salary range as a full-time equivalent role: United States - Illinois - Chicago min USD 145000 - max USD 172500 /annum

Pay

Salary information will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level.

Schedule

Full time