Head of Quantitative Research (Fintech)

Location: New York City; in-office Monday through Friday. Relocation to the United States may be discussed for candidates not currently based in the area.

Company

hirify.global develops AI-powered wealth management solutions that combine technology and human expertise across investments, taxes, retirement planning, and estate management.

What you will do

• Own the design and refinement of portfolio construction methodology, including asset allocation, security selection, and rebalancing logic.
• Build backtests to validate model changes and assess tracking error, tax efficiency, and transaction costs.
• Lead research on tax-loss harvesting, direct indexing, tax-aware long/short strategies, and concentrated stock diversification.
• Partner with Engineering to ship research as production code and monitor live portfolio and rebalancing behavior.
• Evaluate data sources, market data vendors, and modeling approaches that can improve member outcomes.
• Present research to the CIO and Investment Committee and collaborate with Compliance and Legal on fiduciary requirements.

Requirements

• 9+ years of experience in quantitative research, portfolio management, or investment strategy.
• Bachelor’s degree in statistics, mathematics, economics, financial engineering, or another highly quantitative field.
• Strong knowledge of portfolio theory, including mean-variance optimization, factor models, and risk-adjusted return analysis.
• Fluency in Python and SQL for research and production work.
• Direct experience building or maintaining tax-aware investment strategies, including tax-loss harvesting or direct indexing.
• Experience shipping research into production and communicating complex findings clearly.

Nice to have

• Advanced degree or progress toward the CFA designation.
• Experience with Barra, Axioma, Aladdin, Bloomberg, or FactSet.
• FinTech, RIA, broker-dealer, digital wealth management, or asset management experience.
• Experience contributing to market commentary or representing an organization at conferences and in the media.

Culture & Benefits

• In-office collaboration from Monday through Friday.
• Employer-covered medical insurance, plus dental and vision coverage.
• 401(k), paid time off, federal holidays, and comprehensive parental leave.
• Covered meals during the week and a monthly fitness stipend.
• Equity, early exercise eligibility, professional development support, and annual compensation reviews.
• Boomerang program allowing eligible employees to take time away to start a company and return within six months.