Quantitative Equity Research Analyst

TL;DR

Quantitative Equity Research Analyst: Researching, designing, developing, and implementing systematic active and tax-managed equity strategies with an accent on tax loss harvesting, portfolio optimization, and multi-factor models. Focus on building and refining quantitative equity strategies, back-testing frameworks, and integrating alpha factors with tax management techniques.

Location: Hybrid, onsite every other week in a Fidelity office in Boston, USA

Salary: $100,000 - $200,000 per year

Company

hirify.global is a leading asset management and investment firm specializing in quantitative and fundamental investment strategies.

What you will do

• Research and refine Custom SMA tax-managed equity strategies as part of the investment team.
• Develop back-testing capabilities, portfolio optimization, and review results for equity index portfolios.
• Perform after-tax performance analysis, attribution, and monitoring of managed strategies.
• Develop and test new portfolio management processes to improve tax efficiency and reduce risk.
• Investigate and analyze optimal combinations of active and factor strategies for Custom Blend strategies.
• Collaborate with quant research, technology, portfolio engineering, and trading teams to improve quant infrastructure and technology platforms.

Requirements

• Must have 5+ years of experience in quantitative equity research, especially tax loss harvesting and direct indexing.
• Advanced degree (Ph.D. preferred) in finance, quantitative economics, statistics, computer science, math, or physical sciences.
• Strong programming skills in Python, R, MATLAB, SQL, VBA, and data visualization tools like Tableau.
• Deep understanding of econometrics, mathematics, multi-factor models, equity microstructure, and portfolio construction.
• Experience with financial databases and portfolio management tools such as FactSet, Bloomberg, Axioma, and Barra.
• Strong presentation and communication skills with independent economic intuition.

Culture & Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement plans and generous paid time off including parental leave.
• Charitable giving employee match program and educational assistance including student loan repayment and tuition reimbursement.
• Learning resources to support career development.
• Hybrid work model requiring onsite presence every other week.