Investment Analyst, Investment Management, Equities Strategies

Company: Research Affiliates LLC
Location: Newport Beach
Posted on: April 5, 2025

Job Description:

Investment Analyst, Investment Management, Equities StrategiesWHAT WE'RE LOOKING FOR:The team is primarily responsible for managing the daily portfolio construction process and related quality assurance of RA's equity indices and active equity models. The team is also responsible for continuously improving the investment process, collaborating with both equity research and in-house team of software engineers to bring new strategies into production, as well as working with other areas of the firm to support RA's investment operations.ROLES & RESPONSIBILITIES:

• Primary responsibilities include assisting in all parts of the portfolio construction and review process to ensure portfolios align with investment objectives and RA's investment standards.
• Conduct rigorous quality control checks with in-depth understanding of investment strategies and a keen eye for proactively identifying and resolving potential issues.
• Resolve complex corporate actions and other portfolio construction related issues that require excellent problem-solving skills. Derive actionable insights.
• Stay abreast of industry trends and market developments that may impact investment strategies, sharing relevant insights with the team.
• Assist with supporting client related requests, promptly addressing inquiries.EDUCATION & EXPERIENCE:
  • Entry Level - 4 Years Experience
  • Proficiency with Microsoft Excel required.
  • Acute attention to detail and deep curiosity for markets and data required.
  • Strong verbal and written communication skills required.
  • Degree in Business/Economics, or Mathematics/Statistics/Engineering preferred.
  • Proficiency in Python preferred.SALARY & BENEFITS:Salary Range: $70,000 - $115,000 + eligible for a discretionary bonus. Base pay will be determined on an individual basis considering such factors as location, qualifications, skills, and experience. The base pay range is subject to change and may be modified in the future.Benefits including, but not limited to: Comprehensive Medical, Dental and Vision Plans, 401K Match, Flexible PTO, Paid Holiday Schedule, and Tuition Reimbursement.ABOUT RESEARCH AFFILIATES:We believe that a positive corporate culture is vital to our success. We place great value on collaboration, curiosity, responsibility, and authenticity. In our hiring process, we seek individuals who embrace these values. The result is a friendly, respectful, and collegial workplace where diversity is embraced, strong opinions are loosely held, and disagreements do not become personal.RA provides equal employment opportunities to all applicants and employees. The Company makes all employment decisions based on merit, qualifications and competence. Equal employment opportunity is the law, and discrimination is also inconsistent with RA's core values.
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Keywords: Research Affiliates LLC, Pico Rivera , Investment Analyst, Investment Management, Equities Strategies, Executive , Newport Beach, California