Position Details

Salary $88K – $151K USD / year

Type Full-Time

Experience mid

Exp. Years 2+ years

Education Bachelor's degree in Business, Finance, Accounting, Economics, or a quantitative or computing-related field.

Category Data & Analytics

About this role

Research Associate supporting Wealth Management Portfolio Research (WMPR) by performing investment analytics, asset allocation, portfolio construction, and manager monitoring; builds analytical tools and data pipelines under supervision.

Key Responsibilities

Conduct preliminary investment research and analysis
Data sourcing, data management, and data analytics
Compile and generate reports
Web application/tool development and updates
Collateral material updates

Technical Overview

Quantitative focus with R/Python for data analysis, Excel and major market data platforms (Morningstar Direct, eVestment, Bloomberg, FactSet); cloud exposure with Microsoft Azure. Strong emphasis on data sourcing, management, and reporting.

Ideal Candidate

The ideal candidate is a mid-level data analytics professional with 2+ years in investment research and portfolio analytics, proficient in R/Python, Excel, and major data platforms; familiar with asset allocation and portfolio construction.

Must-Have Skills

Bachelor's degree in BusinessFinanceAccountingEconomicsor a quantitative or computing-related field2+ years of relevant professional experience in investment researchdata analyticsfinancial analysisor a related quantitative roleDemonstrated hands-on experience using R or Python to perform data analysisautomate workflowsbuild analytical toolsor support research and portfolio analyticsProficiency in Exceldatabasesand other analytical software

Nice-to-Have Skills

Microsoft AzureCFA designation ( pursuing )Experience with data visualizationCloud-based technologies (Azure)

Tools & Platforms

Morningstar DirecteVestmentBloombergFactSetExcelMicrosoft Azure

Required Skills

Bachelor's degree in BusinessFinanceAccountingEconomicsor a quantitative or computing-related field2+ years of relevant professional experiencehands-on experience using R or Pythondata sourcing and managementdata analyticsdata pipelinesExcelMorningstar DirecteVestmentBloombergFactSetCFA (preferred)

Hard Skills

RPythonExcelMorningstar DirecteVestmentBloombergFactSetMicrosoft AzureSQLdatabasesdata pipelinesdata analytics

Soft Skills

communicationwritingpresentationdata visualizationteamworkattention to detail

Certifications

Preferred

Chartered Financial Analyst

Industry & Role

Industry Banking

Job Function Provide quantitative investment research support to Wealth Management Portfolio Research, building analytics tools and data pipelines to guide portfolio decisions

Role Subtype Data & Analytics

Tech Domains Microsoft Excel, Python, R, Azure, Morningstar Direct, eVestment, Bloomberg, FactSet, SQL / PostgreSQL

Keywords for Your Resume

Research AssociateWealth Management Portfolio ResearchWMPRinvestment analyticsasset allocationportfolio constructionmanager selectionMorningstar DirecteVestmentBloombergFactSetRPythonExcelMicrosoft Azuredata sourcingdata managementdata analyticsdata pipelinesCFAChartered Financial Analyststatistical analysisquantitative

Deal Breakers

Bachelor's degree in a related field, 2+ years of relevant experience, Hands-on experience with R or Python, Proficiency in Excel

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile

Research Associate - Wealth Management Portfolio Research

Get matched to jobs like this