Edelman Financial Engines

Position Title/Short Description

Full Text of JOE Listing:

Researcher (Santa Clara, CA)

At Edelman Financial Engines, we believe every hardworking American deserves to move their financial life forward, and we’re growing our team so we can help more clients every day!

As a Researcher on the Investment Management team, you’ll be designing the financial algorithms that drive our portfolio advice and retirement forecasts, which provide clients with optimized investment portfolios and help them plan for their financial needs in retirement.
Areas of research include capital markets, asset pricing, factor models, portfolio optimization, Monte Carlo simulation and retirement economics.

Responsibilities:
• Evaluate and improve investment models, portfolio optimization algorithms, and forecasting algorithms
• Accurately document product specifications, with particular attention to integrating new product features with existing product components
• Collaborate with product marketing and user experience teams to understand customer needs and design new services
• Coordinate with engineering and QA teams during implementation and testing to ensure algorithms and enhancements are being correctly implemented
• Conduct new research to improve our models and understand investor behavior and investment outcomes
• Collect new data as necessary
• Present results to audiences both inside and outside the company

Requirements:
• Ph.D. in Finance / Economics or equivalent with strong research track record
• Strong empirical research skills and background in statistics
• Very effective interpersonal and communication skills (oral and written)
• High energy, entrepreneurial attitude, and team-oriented approach
• Programming ability in Matlab, Python, and SQL a plus

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, as recognized by Barron’s1, with 150+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $260 billion in assets2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, visit www.EdelmanFinancialEngines.com

© 2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and contact Jill O’Connell (857-305-8555 or joconnell@edelmanfinancialengines.com) with any questions.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

1 The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Data as of 12/31/20.