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.
• 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
Skills Required
- 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
Cetera Financial Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cetera Financial Group and has not been reviewed or approved by Cetera Financial Group.
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Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, vision, mental‑health support, and optional pet insurance. Feedback suggests the breadth of coverage is a relative strength.
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Leave & Time Off Breadth — Time off includes a sizable PTO allotment with paid holidays, a dedicated wellness day, and a paid volunteer day. Feedback suggests the time‑off package exceeds basic employer offerings.
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Retirement Support — Retirement support includes a 401(k) with company match and access to one‑on‑one financial planning. Feedback suggests the retirement program can be competitive, though specifics may depend on role or plan.
Cetera Financial Group Insights
What We Do
Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services
