Senior Investment Analyst

Summit Global Investments, LLC is seeking a 1 Senior Investment Analyst in Bountiful, Utah.

DUTIES: The Senior Investment Analyst collaborates with the investment team on a daily basis to oversee and manage various investment portfolios, utilizing multiple strategies and asset structures

to optimize returns for clients, essentially acting as a key decision-making contributor in portfolio allocation and adjustments across diverse investment options.

• Collaborates with senior quantitative analysts on advanced quantitative research projects related to alpha factors, asset allocation, portfolio construction, risk management, and the improvement of investment strategies [20%];
• Assists senior quantitative analysts in designing, testing, and implementing quantitatively-driven investment strategies [20%];
• Leads monthly portfolio optimization and rebalancing processes for multiple strategies and funds, ensuring alignment with investment objectives and market conditions [20%];
• Executes and manages index options trading strategies using advanced hedging techniques to enhance portfolio performance and mitigate risk [15%];
• Utilize machine learning techniques for ESG research and analysis, gaining deeper insights into sustainability factors and investment impact [10%];
• Monitors portfolio performance daily by analyzing Bloomberg data, financial statements, and market news to identify and address idiosyncratic risks [5%]; (7) Stays informed about financial services industry developments and market trends while expanding expertise in derivatives, fixed income, and commodities [5%];
• Prepares quarterly performance reports, factsheets, and presentations for management and shareholders, highlighting portfolio insights and strategy outcomes [2.5%]; and (9) Performs automation
  
  

of repetitive tasks and other such related duties as assigned [2.5%].

REQUIREMENTS: Education: Bachelor's degree in Financial Engineering, Computer Science, Financial Mathematics, Engineering, Applied Mathematics, or related field. Experience: 36 months of

experience in working as a Senior Investment Analyst, Investment Analyst, Quantitative Analyst, Quantitative Investment Analyst, Quantitative Finance Research Analyst, Equity ESG Analyst, or related

Occupation. Licenses/Certifications

• Have Chartered Financial Analyst (CFA) ESG Investing Certificate;
• Have Advanced Risk and Portfolio Management Certificate;
• Have Finance and Valuation Modeling Certificate; and
• Have Analyst designation from the CFA Institute or pass CFA Level 1.
  
  

Other Requirements

• Demonstrably excellent working knowledge of: (a) Microsoft Excel; (b) Microsoft Office; (c) MATLAB; (d) Stata; (e) Python; (f) Tableau; (g) Bloomberg; and (h) R Programming;
• Demonstrably excellent skills in: (a) Technical Writing; (b) Quantitative Research and Analysis; (c) Programming; (d) Equity Research & Valuation; (e) Derivative Pricing; (f) Machine
  
  

learning; (g) Portfolio Management; (h) Data Analysis; (i) Accounting; (j) Financial and Statistical Modeling; (k) Risk management; (l) Econometrics; (m) Equity factor models; (n) Time Series Analysis;

(o) Asset Pricing Model; and (p) ESG Investing; and

• Demonstrable ability to: (a) work with various software programs and information systems; (b) maintain up-to-date knowledge of financial services industry happenings and current events; and (c) gain knowledge of other assets like derivatives, bonds, commodities; and (d) be detail oriented.
  
  

Wage and schedule will be arranged with the employer.

How to Apply: Qualified applicants should apply at: https://sgiam.com/careers/