Position Summary
We are seeking a Quantitative Analyst with three or more years of experience to help advance our research and investment analytics capabilities, with a particular emphasis on data science. This highly capable person will build and maintain a thoughtful data layer across portfolios, managers, and asset classes, while developing analytical tools and workflows that improve decision-making and efficiency. This is a hybrid role that blends investment domain knowledge with data science and applied AI, offering an opportunity to help shape the evolution of our investment platform.
This role is located in Boston, MA.
Primary Responsibilities
- Partner with senior investment professionals and other colleagues to translate strategic priorities into practical analytical solutions, workflow enhancements, and automation opportunities.
- Support the Investment team in monitoring existing investments and underwriting new opportunities, including internal discussions related to portfolio construction, performance, and risk.
- Build and maintain scalable data pipelines and workflows to support reliable data ingestion, transformation, and quality across investment, portfolio, and client datasets.
- Help develop and enhance the firm’s investment data layer, with a focus on making information more structured, accessible, and actionable across asset classes and investment processes.
- Analyze large and complex datasets to identify trends, behavioral patterns, performance drivers, and other insights that can inform investment decision-making.
- Design, validate, and operationalize analytical models and AI-enabled tools to support areas such as asset allocation, manager research, portfolio monitoring, and risk assessment.
- Maintain strong documentation and adhere to appropriate data governance, control, and compliance standards consistent with industry best practices.
Qualifications
Required
- Bachelor’s or Master’s degree in Data Science, Computer Science, Statistics, Finance, or a quantitative field.
- Three or more years of relevant experience in data science, analytics, investment research, or a related role, ideally within financial services, asset management, or wealth management.
- Experience using Git and GitHub for version control, collaborative development, code reviews, and managing production-grade analytical or quantitative applications.
- Strong programming skills with experience building analytical workflows, models, and data pipelines.
- Experience working with modern data infrastructure, including Snowflake or similar environments.
- Solid understanding of financial markets, portfolio construction, investment performance, and risk concepts.
- Excellent communication skills and the ability to explain complex analyses and technical concepts clearly.
Preferred
- Experience with business intelligence and data visualization platforms such as Power BI.
- Familiarity with cloud environments such as AWS, Azure, or GCP.
- Experience applying machine learning or AI tools in production or business workflows.
- Experience with agentic workflows using tools such as Copilot Studio or Claude.
- Familiarity with modern LLM ecosystems and related concepts such as retrieval-augmented generation (RAG), vector databases, agent frameworks, or tool/function calling.
- Exposure to investment manager research, underwriting, or portfolio analytics is a plus.
This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$250,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
#LI-SF1
SCS is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators — ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.
SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS’s team is supported by a modern, scalable technology infrastructure that enhances SCS’s ability to deliver a seamless, proactive, white‑glove client experience.
SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
What We Do
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $30 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results. SCS has never compromised. Our business model is client-aligned. Our professionals are world-class. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients. The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, excellent investment performance both for multi-asset class portfolios and private investments, and a powerful technology platform. We know that our ability to continuously succeed for our clients depends squarely on the caliber of professional talent we bring to our company. If you are an experienced wealth management professional looking to join a fast-paced rapidly growing organization that will challenge you and offer the opportunity for professional growth and success, then please forward your resume to [email protected]. SCS Financial Services is an equal opportunity employer. No phone calls please.
