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Investment Analysis Professional

1 week ago


Markham, Ontario, Canada Charles Schwab Corporation Full time

About the Role

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The Quantitative Research Associate will support client-facing teams by conducting research on behavioral finance principles and how they influence investment decision-making. Key responsibilities include actively developing, maintaining, and improving investment analysis software and tools, writing and optimizing clean, maintainable, and robust code to automate and streamline processes, using data analysis skills to analyze client behavior and investment performance, assisting in the preparation of publication materials, client presentations, and articles on behavioral finance and portfolio construction.