Portfolio Manager, Quantitative

About the role

The role of Investment Associate involves designing, researching, and building out options-based overlays for Farther's systematic investment strategies. This position requires a strong quantitative background and collaboration with experienced PMs across equity and fixed income.

Responsibilities

• Research, prototype, and back-test options overlay strategies in Python, such as covered calls, cash-secured puts, collars, and protective overlays, using realistic assumptions for transaction costs, liquidity, and taxes across SMA accounts.
• Support PMs across equity and fixed income verticals by designing and applying derivatives-based overlays suited to each asset class.
• Maintain research code, data pipelines, and analytics supporting systematic strategy design, including signal construction, parameter sweeps, scenario and regime analysis.
• Evaluate new overlay ideas and communicate trade-offs clearly to internal stakeholders.
• Partner with product managers and engineers to convert manual workflows and research into scalable platform capabilities, such as strategy engines, trade generation, risk dashboards, and monitoring tools.
• Support daily P&L, risk, and performance monitoring, including exception handling for unusual portfolio events.

Requirements

Qualifications include 10+ years of experience in quantitative research, investment analytics, systematic strategies, or a related field at a buy-side firm, asset manager, fintech, or financial services company. Solid Python skills, a strong mathematical foundation, and experience with SMAs or systematic investment strategies at scale are essential.

Qualifications

• Advanced degree in finance, economics, mathematics, or a related field.
• Experience with Python for research and analytics, including data pulls, optimization, back testing, risk metrics, and clean, maintainable codebases.
• Strong understanding of operations research, statistics, or quantitative finance principles.
• Experience with multi-account implementation, portfolio construction, and associated operational complexity.
• Comfortable collaborating with technical product and engineering teams and thinking in terms of systems and workflows.
• Clear communication skills to explain quantitative concepts to non-technical stakeholders (advisors, product, operations, leadership).

Skills

• Python programming skills.
• Strong mathematical foundation.
• Experience with systematic strategies and SMAs.
• Collaboration with technical product and engineering teams.
• Clear communication skills.

Benefits

Includes a competitive compensation package, full health benefits, and a 401(k) matching program. Unconditional PTO and Roth IRA options are also available.

Pay

Competitive salary commensurate with experience.

Schedule

Full-time, remote position.