Job Description
We are seeking a highly analytical and technically skilled individual to join our investment team. This role blends traditional investment research with modern data analysis and coding capabilities to support portfolio construction, asset allocation, and investment decision-making.
What will you do:
- Conduct qualitative and quantitative research on macroeconomic trends, asset classes, and investment strategies.
- Develop and maintain analytical tools and dashboards using Python, R, or other relevant programming languages.
- Automate data collection, cleaning, and reporting processes to improve efficiency and accuracy.
- Collaborate with portfolio managers to generate insights that inform investment decisions.
- Back test strategies and build models to evaluate risk and return characteristics.
- Present findings in clear, actionable formats for internal stakeholders and clients.
- Stay current on financial markets, investment products, and emerging technologies in data science and finance.
What you need to have:
- Bachelor's or master's degree in finance, Economics, Data Science, or a related field.
- Experience with financial modeling, data visualization, and statistical analysis.
- Familiarity with investment concepts, portfolio theory, and asset allocation.
- Excellent communication skills and ability to translate complex data into actionable insights.
- Prior experience in an RIA, asset management, or financial analytics environment is a plus.
#LI-Hybrid
Numbers & Facts
| Location | Dallas, TX |
| Industry | Financial Services |
| Company Size | 100 to 499 employees |
| Website | https://www.cetera.com |
About Company
Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to:
measure success by our advisors' success
recognize the strength of our team
execute with purpose & efficiency
empower & inspire each other
Skills
- Analysis Skillsunmatched
- Asset Managementunmatched
- Communication Skillsunmatched
- Construction Supportunmatched
- Data Analysisunmatched
- Data Cleaningunmatched
- Data Collectionunmatched
- Data Scienceunmatched
- Economicsunmatched
- Emerging Technologyunmatched
- Financeunmatched
- Financial Analysisunmatched
- Financial Trend Analysisunmatched
- Investment Analysisunmatched
- Investment Managementunmatched
- Investment Strategyunmatched
- Process Improvementunmatched
- Programming Languagesunmatched
- Python Programming/Scripting Languageunmatched
- Qualitative Researchunmatched
- Quantitative Researchunmatched
- R Programming Languageunmatched
- Reporting Dashboardsunmatched
- Rich Internet Application (RIA)unmatched
- Risk Analysisunmatched
- Risk Modelingunmatched
- Stock Marketunmatched
- Test Strategyunmatched
- Trend Analysisunmatched
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