Design, build, and maintain quantitative models and machine learning pipelines that support equity research, stock screening, and investment analytics
Partner with equity research analysts to translate research methodologies (valuation, financial statement analysis, earnings quality, sector-specific frameworks) into scalable, data-driven models
Source, clean, and engineer features from structured and unstructured financial data, including fundamentals, market data, earnings transcripts, and alternative data sets
Develop and validate predictive models (e.g., earnings forecasts, factor models, risk scoring) and communicate results to both technical and non-technical stakeholders
Build and maintain data pipelines and automated workflows for ongoing model refresh and monitoring
Collaborate with software engineering teams to productionize models within CFRA's research and analytics applications
Perform exploratory data analysis to identify new signals, themes, or anomalies relevant to equity research
Document methodologies, assumptions, and model limitations to institutional research standards
Stay current on developments in quantitative finance, NLP for financial text, and machine learning techniques applicable to investment research
Skills, Knowledge and Expertise
Bachelor's or Master's degree in a quantitative field such as Data Science, Statistics, Computer Science, Financial Engineering, Economics, or related discipline
3+ years of experience as a data scientist, quantitative analyst, or similar role, ideally within financial services, asset management, or equity research
CFA charter, or active progress through the CFA Program (Level II/III candidates strongly considered), with practical experience in equity research, valuation, or investment analysis
Strong proficiency in Python for data science (pandas, NumPy, scikit-learn; exposure to PyTorch/TensorFlow a plus)
Solid grounding in statistics and machine learning techniques: regression, classification, time-series analysis, and factor/risk modeling
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Proficient in SQL and working with large financial datasets from relational databases and data warehouses
Experience with financial statement analysis, equity valuation methods (DCF, comparables, precedent transactions), and market data sources (e.g., Capital IQ, FactSet, Bloomberg)
Experience with NLP techniques applied to financial text (earnings call transcripts, filings, news) is a plus
Familiarity with cloud platforms (AWS preferred) and version control (Git)
Excellent analytical, written, and verbal communication skills, with the ability to explain complex quantitative concepts to research and business stakeholders
Strong attention to detail and a rigorous, hypothesis-driven approach to analysis
Ability to manage multiple projects and deadlines in a fast-paced research environment
Prior experience at a sell-side or buy-side research firm, credit rating agency, or independent research provider
Exposure to alternative data sources (satellite, web-scraped, transaction data) for investment research
Familiarity with backtesting frameworks and portfolio construction concepts
Benefits
21 days of Vacation
8 Sick Days
1 paid volunteer day
11 - 13 Holidays a year
Health Insurance
Company paid Life & Disability Insurance
Competitive Pay
Annual Performance Bonus
About CFRA Research
Market Research & Analytics214 employeesFounded 1994
Private investment research firm providing financial intelligence, data, and analytics to investors, advisors, corporations, and governments.