Strategic Quantitative Investment Expert

3 days ago


Navi Mumbai, Maharashtra, India beBeeAnalyst Full time US$ 1,00,000 - US$ 1,50,000
Quantitative Analyst

We are seeking a talented Quantitative Analyst to join our team of professionals. This individual will work across our Managed Accounts platforms, Wealth Forecasting Engine (WFE), Automated Portfolio Construction and Retirement Planning tools. The role requires collaboration with research, development, and marketing teams to ensure successful product support & enhancements.

This position reports to the Quantitative Research Manager, Advice and Financial Planning.

Key Responsibilities:
  • Integrate proprietary research and financial planning concepts into global 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.
Requirements:
  • Bachelors degree in finance, economics, mathematics, engineering, computer science or related field is required. A Masters degree or CFA are all highly desired.
  • Prior experience in finance or a very strong interest in the financial industry is essential. Demonstrated skill (4-7 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.

We are an equal opportunity employer.



  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000

    Job Title: Quantitative AnalystMorningstar Indexes, a leading provider of investment solutions, is seeking a highly skilled Quantitative Analyst to join its team. In this role, you will play a key part in the development cycle of novel thematic and smart beta indexes that leverage Morningstar's intellectual property.Collaborate effectively with research...


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 22,00,000

    Quantitative Product Specialist Job Description">We are seeking a detail-oriented and organized professional to support our global investment strategies team as a Quantitative Product Specialist.This role offers exposure to multiple stages of the investment process — from portfolio implementation and performance monitoring to product development, business...


  • Mumbai, Maharashtra, India beBeeQuantitative Full time ₹ 50,00,000 - ₹ 10,00,00,000

    Quantitative Wealth Management OpportunitiesWe are seeking an exceptional individual to join our team as a Quant Developer, responsible for designing and implementing advanced quantitative investment/wealth management systems. Your expertise will enable us to deliver cutting-edge solutions for our clients, driving growth and returns through data-driven...


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,00,00,000

    Our team brings together decades of investing expertise from leading global institutions.We are building an investment management company that combines the expertise of seasoned professionals with advanced technology to provide comprehensive solutions.We aim to deliver:A comprehensive assessment of your investment portfolioDiversified portfolios using...


  • Mumbai, Maharashtra, India beBeeInnovative Full time ₹ 50,00,000 - ₹ 10,00,00,000

    Quantitative Investment Systems EngineerWe are seeking a highly skilled Quantitative Investment Systems Engineer to join our team.This is an exciting opportunity for a talented individual to design and develop scalable quantitative investment/wealth management systems, robust data pipelines, and proprietary alternative data.Key Responsibilities:Design and...


  • Navi Mumbai, Maharashtra, India beBeeQuantitative Full time ₹ 1,80,00,000 - ₹ 2,20,00,000

    Senior Quantitative Engineer - Systematic StrategiesAs a Senior Quantitative Engineer, you will play a pivotal role in designing, implementing, and maintaining the data and systems architecture that powers our Systematic Strategies portfolios. To achieve this, you will work closely with portfolio managers, researchers, and developers to build, scale, and...


  • Navi Mumbai, Maharashtra, India beBeeValuation Full time ₹ 80,00,000 - ₹ 1,10,00,000

    Job RoleWe are seeking a highly skilled Quantitative Valuation Expert to join our valuation operations team. This role plays a critical part in ensuring the accuracy and efficiency of our monthly and quarterly valuation processes.Responsibilities:Facilitate monthly and quarterly valuation processes covering various credit strategies and asset types across...


  • Mumbai, Maharashtra, India Dezerv Full time

    Dezerv is India's first expert-led investment platform. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal and Sahil Contractor who have led and founded successful wealth management businesses and managed over USD 7 billion in assets. Our team brings together decades of investing expertise from leading global franchise institutions.Why are we building...


  • Mumbai, Maharashtra, India Dezerv Full time

    Dezerv is India's first expert-led investment platform. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal and Sahil Contractor who have led and founded successful wealth management businesses and managed over USD 7 billion in assets. Our team brings together decades of investing expertise from leading global franchise institutions. Why are we building...


  • Mumbai, Maharashtra, India Dezerv Full time

    Dezerv is India's first expert-led investment platform. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal and Sahil Contractor who have led and founded successful wealth management businesses and managed over USD 7 billion in assets. Our team brings together decades of investing expertise from leading global franchise institutions.Why are we building...