Director of Quantitative Research & Analytics
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Before you apply
Salary$250k – $300k
LocationUNAVAILABLE, UNAVAILABLE, UNAVAILABLE
Also inOne Liberty Square, 13th Floor | Boston, MA 02109
Work modeon-site
Typefull-time
SeniorityDirector
Experience15+ yrs
DepartmentInvestment Group
Company size1,001–5,000 people
PostedOct 18, 2024 · 2y ago
Verified live2d ago
May no longer be actively hiring
Posted by the company on Oct 18, 202495% of this company's open roles have been listed for 90+ days
At a glanceSummarised by Seekless from the posting.
15+ years of experience with advanced institutional investment teams in research, portfolio management, quantitative investing, or a related function
Advanced proficiency in Python and R
Expertise in stochastic calculus, Monte Carlo simulation, applied statistics, econometrics, and time series analysis
Experience building and validating institutional investment models, with strong data management, governance, documentation, and quality assurance skills
Fluency in Bloomberg and FactSet
Exceptional written and verbal communication skills for technical and non-technical audiences
Demonstrated leadership, sound investment judgment, and the ability to influence effectively across teams and organizational levels
Bachelor's degree in a quantitative discipline and a master's degree in quantitative finance, financial engineering, applied mathematics, statistics, data science, economics, or a related field
CFA designation
Experience with Capital Market Assumptions, strategic asset allocation, portfolio optimization, factor modeling, and multi-asset risk analysis
Experience with dashboards and visualization tools, cloud computing, version control, modern data engineering, AI or machine learning, alternative data, and private markets analytics
Experience conducting external manager due diligence and managing multiple priorities in a collaborative investment environment
Skills
Python
R
Bloomberg
FactSet
Benefits
Health insurance
Dental insurance
Vision insurance
401(k)
Life insurance
Short term disability
Long term disability
Paid time off
Overview
WHO are we looking for?
CAPTRUST is seeking a Director of Quantitative Research & Analytics to serve as a senior leader within the Investment Group. Reporting to the Chief Investment Officer, this role will shape and advance quantitative research across asset classes and client segments. The ideal candidate combines deep technical expertise, practical institutional investment judgment, and the ability to translate sophisticated analysis into clear, actionable recommendations.
Responsibilities
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Lead quantitative research supporting security selection, portfolio construction, risk management, strategic asset allocation, and CAPTRUST’s broader investment platform
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Build and oversee stock models, valuation tools, research dashboards, and 10-year Capital Market Assumption frameworks
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Develop risk and simulation capabilities, including Value-at-Risk, Monte Carlo and historical simulation, stress testing, scenario analysis, and back testing
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Strengthen investment data architecture, governance, quality assurance, documentation, and reproducible research workflows
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Integrate quantitative insights with fundamental research; support external manager due diligence and ongoing monitoring
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Contribute quantitative perspectives to the firm’s investment philosophy, market outlook, quarterly House Views, and portfolio positioning
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Evaluate AI, machine learning, alternative data, and emerging technologies that can improve research quality or efficiency
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Present actionable conclusions to investment committees, leadership, advisors, and colleagues; mentor staff and lead assigned strategic projects
Qualifications
Minimum Qualification:
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Bachelor’s degree in a quantitative discipline and a master’s degree in quantitative finance, financial engineering, applied mathematics, statistics, data science, economics, or a related field.
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15+ years of experience with advanced institutional investment teams in research, portfolio management, quantitative investing, or a related function.
•
Advanced proficiency in Python and R; expertise in stochastic calculus, Monte Carlo simulation, applied statistics, econometrics, and time series analysis.
•
Experience building and validating institutional investment models, with strong data management, governance, documentation, and quality assurance skills.
•
Fluency in Bloomberg and FactSet, plus exceptional written and verbal communication skills for technical and non-technical audiences.
•
Demonstrated leadership, sound investment judgment, and the ability to influence effectively across teams and organizational levels.
Nice to have
Desired Qualifications/Skills:
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CFA designation; experience with Capital Market Assumptions, strategic asset allocation, portfolio optimization, factor modeling, and multi-asset risk analysis.
•
Experience with dashboards and visualization tools, cloud computing, version control, modern data engineering, AI or machine learning, alternative data, and private markets analytics.
•
Experience conducting external manager due diligence and managing multiple priorities in a collaborative investment environment.
WHAT can you expect from your career at CAPTRUST?
About the company
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
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Company discretionary bonus.
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Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
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Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
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Paid time off (PTO) or Paid Sick Leave (PSL)
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Our Employee Benefits Package shows how much we value our team. Some benefits include:
•
Compensation range (depending on location and experience): $250,000.00 - $300,000.00
WHERE will you be working?
One Liberty Square, 13th Floor | Boston, MA 02109
Due to the nature of the role, this is not a remote or work from home position.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
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Ability to build successful, collaborative, and trusting relationships
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Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
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A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
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Inherent desire to give back to our communities and enrich the lives of those around us
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An other-centered mindset
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Integrity through maintaining objectivity
Legal
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior
This position will remain open until filled.