Waverly Employment Services, LLC
Merrillville, IN
Quantitative Strategist, Merrillville, IN. Conduct quantitative analysis of holdings, strategies, & investment philosophy cross firm. Hold 1-on-1 meetgs w/advisor grps & Portfolio Mgmt team membrs 2 review portfolio performnce, stratgy alignmnt, & provide additive recommendtns. Translte complx qntitative findgs into clear actions tailored 2 advsrs' needs & client goals. Identfy & escalate concrns 2 Sr Director of Portfolio Mgmt 2 drive continuous improvmnt. Train & mentor new Portfolio Mgmt team membrs on firms invstmnt approach & internl tools. Delivr timely, accurte updates on Waverlys invstmnt stratgys to internal stakehldrs, supportg advisr meetgs & client-facing communicatns. Act as primary point of contct 4 membrs of Portfolio Mgmt team seekg clarity on firmwide invstmnt approachs. Collaborate w/internl invstmnt, research, & planng teams 2 ensure consistnt & coordinatd mssaging. Facilitate adoptn of firmwide invstmnt optns by connectg...