What are the responsibilities and job description for the Vice President, Analytics Developer position at Jobleads-US?
About JobLeads US
JobLeads US is a thought leader in the financial services industry, creating cutting-edge intellectual capital for our advisors and clients. We develop sophisticated advice frameworks that help our high net worth clients make critical investment, planning, tax optimization and wealth structuring decisions.
Job Overview:
We are seeking a Vice President to lead the analytics development of our proprietary Wealth Strategies Analysis tool (WSA), collaborating with other quantitative researchers on key modeling initiatives that support the investment process. The WSA provides pivotal support to our high net worth and institutional clients as they seek to create holistic solutions that bridge investing and broader balance sheet considerations.
Key Responsibilities:
- Lead the development and management of modeling analytics supporting ultra-high net-worth planning tools behind the firm's field-facing investment and planning application suite.
- Collaborate with technology, operations, and management teams to enhance enterprise solutions.
- Expand and leverage the team's quantitative frameworks and other fundamental investment analysis to support multi-period asset allocation, manager selection and portfolio construction.
- Design and implement new analytics, test tools, and document methodologies, risks, and procedures.
- Support department strategy by analyses of key opportunities and potential enhancements. Present findings to internal stakeholders and management.
- Contribute to written reports and presentations for research documentation and client events.
Skills Required:
- 6-10 years of relevant work experience – development side or product ownership is desired. Experience with JIRA is advantageous.
- Proficiency in programming languages – skills with Matlab, VBA and Python is a strong plus.
- Strong analytical and problem-solving skills, preferably with an advanced STEM degree from a reputable institution.
- Understanding of global financial markets, asset allocation, and portfolio construction.
- Excellent presentation skills, with experience in engaging with internal stakeholders, technology teams, and management.
- Series 7 and 66 licenses, or willingness to obtain them upon hire.
- A self-starter with a high level of motivation, integrity, intellectual curiosity, and the ability to work under pressure in a team-oriented environment.
What You Can Expect from JobLeads US:
We are committed to maintaining the first-class service and high standard of excellence that have defined us for over a decade. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our employees in 1,200 offices across 42 countries.
We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Our goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
