The Opportunity
Forefront Analytics is a quantitative asset management firm and multi-family office. Forefront manages and advises capital for institutions and ultra-high-net-worth families across factor-based equity, multi-asset, and alternatives mandates, utilizing proprietary, research-driven models.
This is an entry-level position designed for an aspiring quantitative professional to gain foundational buy-side experience. Sitting within our small, high-caliber Investment Team, you will provide critical data, analytical, and operational support to Senior Portfolio Managers and the CIO. This role is built for a detail-oriented individual eager to master financial data management, support foundational research, and earn a pathway toward deeper quantitative research responsibilities.
What You Will Work On (among many things)
Data Infrastructure & Research Support
- Data Pipeline Management: Perform daily data collection, quality control, data entry, and database maintenance to ensure clean inputs for the firm's proprietary research models.
- Reporting Templates: Help prepare standard reporting, performance attribution sheets, and basic factor modeling schedules under the direction of senior analysts.
- Documentation: Maintain documentation for quantitative infrastructure, research libraries, and operational workflows.
Portfolio Operations Support
- Trade & Position Monitoring: Assist in daily position tracking, cash balance monitoring, and routine reconciliation across firm portfolios.
- Rebalancing Support: Prepare initial data sets and spreadsheets required for portfolio rebalancing implementations.
- Administrative Diligence: Gather and organize quarterly performance data, terms, and presentation materials from external hedge funds, private equity, and venture capital managers.
Client & Team Communication
- Deliverable Preparation: Draft internal spreadsheets, chart books, and presentation slides to an institutional standard.
- Synthesis: Learn to synthesize quantitative findings into clear, written summaries for internal team review.
Who You Are
- The ideal applicant will bring strong foundational technical skills and a high level of conscientiousness to the team:
- Education: Bachelor’s degree in Finance, Economics, Computer Science, Engineering, Mathematics, Statistics, or a related quantitative field.
- Experience: 0 to 2 years of experience (outstanding recent graduates are encouraged to apply). This is an entry-level seat.
- Technical Skills:
- Excel: Strong proficiency with spreadsheets (experience with formulas like VLOOKUP, INDEX/MATCH, and basic data cleaning).
- Programming: Basic familiarity with Python, SQL, or MATLAB, combined with a strong willingness to rapidly develop these coding skills on the job.
- Market Interest: A genuine interest in quantitative investing, market mechanics, and data analytics.
- Core Attributes: Exceptional attention to detail, strong organizational habits, and the ability to manage recurring operational deadlines reliably.
- Credentials: Interest in pursuing the CFA or CAIA designation is a plus; the firm provides direct support for these programs.
Why This Seat?
- Foundational Exposure: Skip the massive corporate rotational programs and gain direct exposure to factor modeling, multi-asset construction, and private markets on day one.
- Mentorship: Direct, daily interaction and mentorship from senior portfolio managers and the CIO.
- Clear Upside: A collaborative, meritocratic environment where mastering your operational duties directly opens doors to independent research and portfolio management tracks.
Current Benefits
- 401(k) with matching
- Health, vision, and dental insurance
- Paid time off (PTO)
- Discretionary performance bonus
- CFA/CAIA designation financial support
Pay: $70,000.00 - $80,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
Work Location: In person