Current Openings


Quantitative Analyst/Programmer

Los Altos, California

The Company is a smart beta factor-based asset manager in the Bay Area.

The Quantitative Analyst will be responsible for collaborating and assisting in all phases of quantitative analysis to help develop the Company’s factor investing strategies, and to build related implementation tools. This will take the form of concrete and hands-on solutions engaging in diverse types of projects, including managing data, writing code, and employing quantitative analytic methods that measure up in terms of both intellectual principle and pragmatic implementation.

The Analyst will be working with the Company’s portfolio management team with the goal of enhancing current and future product offerings.
This is a position that may start either as a consulting position initially with an opportunity to grow into a full-time position within a few months, or as a full-time position up-front, depending on candidate fit.

Duties and Responsibilities:

  • Provides analytical support to portfolio manager/s on risk, return and transaction cost/impact of equity investment portfolios and strategies
  • Participates in quantitative research projects to support portfolio management decision-making processes, utilizing quantitative skills e.g. time series regressions, simulation and back-testing
  • Assists in the development of data infrastructure including market, portfolio and analytics data. Looks for alternative and new sources of data and ensures the cleanliness and accuracy of data

Qualifications:

  • Masters or Masters Candidate in a quantitative discipline.
  • Extensive experience with UNIX command line and bash script
  • Minimum of 3 years experience in statistical programming using Python, Javascript, and/or R; R-programming is strongly preferred
  • Experience handling large databases (e.g. SQL)
  • Experience with Version Control softwares (e.g. RCS, SVN, Git, CVS, etc)
  • 1-2 years work experience in a finance/investment firm preferred (ideally an equity-based shop)
  • Solid understanding of capital markets and investment concepts
  • Strong technical and analytical skills is a must
Apply Now

Factor Investing/Smart Beta Client Specialist - Registered Investment Advisor Channel

Los Altos, California

Optimal Asset Management (OAM) is an SEC-registered investment advisor specializing in the application of factor-based investing and technology to the asset management process. OAM offers asset management services to Institutional clients, and Registered Investment Advisors through factor based tax-optimized SMA solutions that seek to outperform and reduce risk at low cost.

The Factor Investing/Smart Beta Client Specialist will drive the growth of the RIA business, acting as a critical component of the OAM team. The candidate should be motivated, with a strong passion for systematic/rule-based investing. The ideal candidate will proactively develop a CRM pipeline, analyze industry trends, and communicate Factor Investing and Smart Beta investment philosophies and processes to prospects and clients. This is an opportunity to join a fast-growing, venture-funded Fintech team in an exciting, fun, and challenging work environment. We offer a generous benefits package and employee stock option program.

The position is based in our head office in Los Altos, California.

 

Responsibilities

  • Proactively drive client acquisition through a high activity model of outbound conversations with Financial Advisors and RIA firms.
  • Qualify, develop and expand relationships with RIAs.
  • Collaborate with OAM strategic partners to identify opportunities to maximize market penetration.
  • Position OAM’s products and services effectively against competitors.
  • Utilize Pipedrive CRM software to input, maintain and report on client/prospect information.
  • Provide education to a wide range of clients with varying degrees of Factor Investing and Smart Beta knowledge.
  • Travel required around 50% of the time.

 

Qualifications

  • 1-3 years experience in wealth management
  • Demonstrated ability to come up to speed rapidly in cutting-edge investment concepts and methodologies
  • Excellent presentation and verbal/written communication skills
  • Ability to develop and deepen client relationships on the phone and in person
  • Confident, self-motivated, driven and entrepreneurial professional
  • Bachelor degree required; An Investment Professional designation is preferred
Apply Now

Optimal Asset Management is a deeply committed Equal Opportunity and Affirmative Action Employer. We welcome all applicants without regard to race, color, national origin, religion, sex, disability, veteran status, and other statuses protected by law.