Specialist, Quantitative Analysis
About The Position
The Specialist, Quantitative Analysis supports the production and reporting of the ARC Wealth Private Client Indices, industry-standard peer-group benchmarks for discretionary managed portfolios. The indices aggregate real-world, net-of-fees performance data from more than 500,000 private-client portfolios across over 140 wealth management firms. The role works within a collaborative, cross-functional team to turn complex data into market insights and maintain accurate investment reporting. The position also supports data collection and reporting for managed portfolios, multi-product solutions and funds, charity multi-asset funds, and daily and monthly estimates. It contributes to the development and optimization of reporting infrastructure and VBA-based automation, with a focus on operational efficiency and data integrity.
Requirements
- Practical experience in financial markets, focused on investment portfolios.
- Degree-level education or equivalent professional experience in a quantitative field.
- Numeracy and good analytical skills.
- Ability to distill complex data structures into clear, usable streams for processing.
- Curiosity and ability to investigate the reasons behind data rather than accepting it at face value.
- Ability to thrive in a high-trust, peer-reviewed environment where ideas and methodologies are openly shared and refined.
Nice To Haves
- Knowledge of SQL, Python, and Power BI is useful but not essential.
Responsibilities
- Calculate and oversee quarterly reporting of the ARC Wealth Private Client Indices.
- Manage assigned client data collection and reporting processes across private-client and managed-portfolio datasets.
- Analyze portfolio performance and investment data using a risk-based, data-driven approach.
- Contribute to the technical production and quality assurance of investment reporting outputs.
- Support development and optimization of reporting infrastructure and VBA-based automation processes to improve operational efficiency and data integrity.
- Co-manage production and quarterly reporting for more than 1,800 MPS/Fund solutions.
- Manage data collection and input for the Charity Multi-Asset Fund Review across 14 contributors.
- Assist with production of daily and monthly estimates.
Benefits
- Health care coverage designed for mental and physical well-being.
- Generous time off.
- Access to learning resources and opportunities to develop skills and careers.
- Competitive pay and retirement planning.
- Continuing education program with a company-matched student loan contribution.
- Financial wellness programs.
- Family benefits and perks.
- Retail discounts.
- Referral incentive awards.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
