The OpportunityAt Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.We’re aboutiquetacticalasset managerwith a differentiated productthat servestheindependent broker-dealer and RIAchannelHeadquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.
SummaryPotomac is seeking an experienced quantitative investment professional to support the development and enhancement of systematic investment strategies, portfolio construction, and risk management across our investment platform.This role is ideal for someone with a strong foundation in quantitative investment research who is ready to take on meaningful responsibility for research, analysis, and model development while continuing to grow their investment judgment and portfolio management experience.TheResearch Analystwill work closely with senior members of the investment team to evaluate investment ideas, improve our research capabilities, and help translate data-driven insights into better outcomes for advisors and investors.Key ResponsibilitiesResearch & InvestmentsConduct quantitative research to support the development, testing, and enhancement of systematic investment strategiesAnalyze equities, fixed income, commodities, currencies, ETFs, and other liquid investment marketsBuild, test, and maintain factor, trend, momentum, and risk-based modelsResearch market regimes, portfolio construction techniques, and risk-management approachesPerform backtesting, sensitivity analysis, and ongoing evaluation of investment models and strategiesHelp improve data quality, research processes, and the efficiency of the investment research platformPrepare research and recommendations for review by senior investment leadership and the Investment CommitteeSupport portfolio allocation and strategy evaluation through quantitative analysisAssist in evaluating potential new investment strategies, products, and vehiclesPortfolio AnalyticsSupport portfolio managers with performance, risk, exposure, and attribution analysisDevelop and maintain tools for portfolio analytics, scenario analysis, and ongoing monitoringMonitor portfolio characteristics and identify trends, risks, or areas requiring further researchAnalyze the potential portfolio impact of new strategies, products, and investment vehiclesHelp improve the tools and analytical frameworks used to monitor investment portfoliosInvestment CommunicationTranslate quantitative research into clear, practical investment insightsContribute research and analysis to investment commentary, white papers, presentations, and advisor-facing materialsPresent research findings internally and, as appropriate, to advisors and clientsPartner with senior investment professionals to explain portfolio positioning, investment methodology, and quantitative researchQualificationsRequired4–8 years of relevant investment, quantitative research, asset management, or portfolio analytics experienceStrong understanding of portfolio construction, investment research, and risk managementStrong Python skills and experience working with financial and market datasetsExperience conducting quantitative investment research, including model development and backtestingAbility to analyze investment results and communicate findings clearly to both quantitative and non-quantitative audiencesStrong analytical and problem-solving skills with careful attention to research quality and detailDemonstrated intellectual curiosity and genuine interest in financial marketsAbility to work independently on research projects while collaborating effectively with senior investment professionalsPreferredExperience in systematic investing, quantitative asset management, or quantitative portfolio researchExperience working with futures, options, ETFs, or other liquid investment vehiclesExperience building investment research tools, dashboards, data pipelines, or analytical platformsFamiliarity with factor research, trend following, tactical asset allocation, or other systematic investment approachesCFA designation or progress toward the CFA charter, or an advanced degree in finance, economics, mathematics, statistics, engineering, computer science, or a related quantitative fieldSalary range: $60,000-$115,000 + discretionary bonus based on experiencePotomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you.If you want to drive, build, and scale, this is your shot.Benefits:Medical insuranceVision insuranceDental insuranceHealth savings account option401(k) & other retirement benefitsPaid maternity leavePaid paternity leaveCommuter benefitsDisability insurancePaid time off
