Quantitative Research Associate

5 days ago


Markham, Ontario, Canada Charles Schwab Corporation Full time

About the Role

The Quantitative Research Associate will be part of Schwab Asset Management's Client Research and Insights Team. This team is responsible for developing and maintaining quantitative models, streamlining and automating existing processes, providing actionable client insights, and producing research and thought leadership on topics such as portfolio construction, behavioral finance, and investment management.

Key Responsibilities Include:

  • Conducting research on behavioral finance principles and how they influence investment decision-making.
  • Developing, maintaining, and improving investment analysis software and tools, with a hands-on approach to coding and implementation.
  • Analyzing client behavior and investment performance, ensuring insights are actionable and client-friendly.
  • Preparing publication materials, client presentations, and articles on behavioral finance and portfolio construction.

Requirements

  • Advanced training in Economics, Financial Mathematics, Statistics, Operations Research, Computer Science, or another highly quantitative field.
  • 0-2 years of investment research or investment management experience, understanding of investment modeling, capital market assumptions, and portfolio optimization theory.
  • Excellent analytical and technical programming skills, comfortable querying, transforming, and analyzing large complex market datasets.
  • Intellectual curiosity, strong problem-solving, and critical thinking skills.


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