Proactively conduct sophisticated, high-fidelity comparisons between proprietary company estimates and publicly available information to identify material variances. This includes rigorously researching differences in underlying definitions, methodological frameworks, and reporting methodologies.
Employ advanced quantitative techniques to infer or back-solve for proprietary financial and operational metrics from fragmented publicly disclosed data. This demands a nuanced understanding of regulatory filings (e.g., extracting non-GAAP to GAAP reconciliations or segment reporting details).
Create clear and concise analytical documentation, including a full trace of the quantitative proof. Maintain and contribute this analysis, complete with reproducible data trails, to the team's shared GitHub repository.
Collaborate closely with the Data Science and Engineering teams to model the collateral impact of a fundamental estimate change across the firm's broader suite of financial models and forecasts.
Support the Data Science, Sales, and Client Success teams by developing clear, compelling, and accurate messaging that articulates the rationale behind our estimate methodology, the nature of identified discrepancies, and the impact of changes.
Requirements
3 to 5 years of professional experience in a highly analytical, quantitatively driven role, with a strong preference for backgrounds in Sell-Side Research, Equity Analysis, Management Consulting, or Similar quantitative roles.
Bachelor's degree in a highly quantitative discipline such as Mathematics, Statistics, Economics, Finance, or similar.
Demonstrated mastery of quantitative techniques, statistical analysis, and complex data manipulation. Must possess a proven ability to calculate inferring non-explicit metrics from public financial statements and operational data.
A demonstrable, deep-seated interest in public equity markets, industry dynamics, and an ability to navigate and comprehend the nuances of regulatory filings (10-K, 10-Q, 8-K).
Strong command of SQL for data extraction and manipulation, and working proficiency in Python or R for statistical analysis. Familiarity with version control systems (i.e., Git/GitHub) is required.
Exceptional self-motivation and the capacity to operate with a high degree of independence. Must be proactive in identifying analytical opportunities rather than simply executing directed tasks.
An unwavering commitment to data accuracy and analytical precision, capable of producing work that withstands rigorous internal and external scrutiny.
Ability to distill complex quantitative findings into clear, concise, and actionable insights, both written and verbal, for both technical and non-technical audiences.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
quantitative techniquesstatistical analysisdata manipulationfinancial metricsnon-GAAP to GAAP reconciliationsregulatory filingsSQLPythonRdata accuracy
Soft skills
self-motivationindependenceproactiveanalytical thinkingcommunicationclarity in documentationcollaborationability to distill findingsattention to detailproblem-solving