Senior Quant Analyst

• Integrate proprietary research and financial planning concepts into a global set of advice engines by working closely with Morningstar research, product managers, and developers to bring intellectual property and new methodology to market.
• Develop an in-depth understanding of the Wealth Forecasting Engine and Automated Portfolio Construction tool , its underlying methodologies and implementations.
• Work closely with stakeholders across research, product, and development teams to ensure successful delivery of projects and features.
• Support internal and external clients through product prototyping, demonstrations, troubleshooting, methodological proofs, and timely communication.
• Translate product or functional requests from internal and external clients into detailed written specifications and user stories.
• Develop scripts in python/R/ MATLAB to improve efficiency of current business processes.
• Build dashboards to support Quality Checks(interactive / automated / visual) that improve the interpretability of the historical trends or new methodologies .
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Requirements:

• Bachelor s degree in finance, economics, mathematics, engineering, computer science or related field is required . A Master s degree or CFA are all highly desired.
• Prior experience in finance or a very strong interest in the financial industry is essential. Demonstrated skill (2-3 yrs.) automating processes using Python/R similar tech stack would be preferred.
• Experience practicing investment planning methodologies (tax modelling, capital markets assumptions, strategic asset allocation, tax-optimized asset location, goal planning, etc.) or related experience in investment management, insurance domain.
• Demonstrated ability to visualize data using Python/MATLAB/ R /Tableau or other tools.
• Possessing a robust foundation in statistical modeling theory and the practical skillset to leverage this knowledge by developing and deploying code-based solutions.
• Understanding of both business and technical requirements, and the ability to serve as a conduit between product, research, technology, and external clients.
• Possessing knowledge of database systems or cloud computing platforms, particularly Amazon Web Services (AWS), would be considered a significant advantage.
• Excellent English-language oral and written communication.