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Boyd Watterson Asset Management Senior Data Analyst in Cleveland, Ohio

Position Description

Job Title: Assistant Vice President, Data Analyst

Supervisor's Title: Vice President, Head of Quantitative Research

Work Location: Cleveland, OH

Division/Department: Real Estate -- Quantitative Research

Regular Full time Exempt

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Purpose:

  1. Responsible for assisting members of various teams in the gathering, updating and automating of various analytical tools from a variety of sources used in aiding in the analysis of the real estate and fixed income markets.
  2. This role is also responsible for facilitating the automation of the performance reporting and DDQ processes in a way that will ensure both accuracy and timeliness.
  3. Responsible for providing the data and analysis necessary for new product development, existing product performance and asset allocation studies.

     

Major Duties and Responsibilities:

  1. Data Analytics a. Develop processes for turning raw data series and factor inputs from a variety of sources into an organized system that can be utilized across the investment platform.
  2. Develop deep understanding across all aspects of performance and risk modeling, portfolio construction, factor calculations, and translating output statistics into meaningful information.
  3. Explores and evaluates alternative data sources and new modeling techniques to solve investment problems.
  4. Supports senior team members on conducting research on the intersection between economics and financial markets across a wide class of assets including equities, fixed income, credit, etc.
  5. Design VBA macro models to facilitate/automate processes & reports used by the Fixed Income, Real Estate and Research teams.
  6. Performs industry analysis and quantitative research and back tests for various asset classes and products.
  7. Responsible for facilitating the automation of the performance reporting and DDQ processes.

     

  8. Assist in Product Development, Existing Product performance analysis and Asset Allocation studies. a. Assist with monthly and quarterly BondEdge performance reports as well as interest rate scenario, spread change and key rate duration analyses on an ad hoc basis.

  9. Create/Maintain templates and mechanisms necessary for analysis of BWAM Optimizer
  10. Assist in the development and upkeep of internal and external materials for Multi-Sector strategy.
  11. High-level analysis in both Morningstar Direct and eVestment, including asset allocation studies, peer group tracking and competitive analysis.

     

Education, Skills, Personal Characteristics and Work Experience Requirements:

Bachelor's Degree in Finance, Mathematics, or Computer Science from a respected University.

Ideally the candidate will have a Master's or PhD in Finance, Mathematics, or Computer Science from a respected university

At least 6 months of experience and knowledge in the field of quantitative research and the specialized area of financial engineering, data science, or risk analytics as it relates to the securities industry.

Strong background in machine learning, hypothesis testing, regression analysis, statistics, or probability, as well as experience in building predictive analytics on noisy data.

Knowledge of financial engineering to analyze portfolio covering a wide range of financial instruments, including equities, fixed income, currencies, derivatives etc.

Experience using statistical computer languages (Python, R, SQL etc.) to manipulate data and draw insights from large data sets.

Strong written and verbal communication skills, including ability to articulate recommend

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