Full-Time

Quantitative Finance Analyst

Montgomery Investment Technology, Inc.

Montgomery Investment Technology, Inc.

1-10 employees

Valuation services and software for options

No salary listed

Cinnaminson, NJ, USA

In Person

Bachelor's, Master's

Category
Quantitative Finance (1)
Required Skills
Financial analysis
Risk Management
Excel/Numbers/Sheets
Financial Modeling

Get referred to Montgomery Investment Technology, Inc.

See people who can refer or advise you

Requirements
  • An undergraduate or master's degree in Finance, Mathematics, and/or Economics.
  • Professional certification such as Chartered Financial Analyst, Financial Risk Manager, Certified Public Accountant, Certified Equity Professional, or Chartered Alternative Investment Analyst.
  • Knowledge of financial markets, options, and investment research.
  • Experience and training as an analyst.
  • Proficiency using Microsoft Excel and analytical software.
  • Strong mathematical and analytical aptitude.
  • Demonstrated written communication skills.
  • Organization and time-management efficiency.
  • Ability to build and expand client relationships through high-quality servicing.
  • Demonstrated success in handling multiple responsibilities and meeting deadlines.
  • Aptitude to learn complex concepts, including the valuation of option contracts.
  • Experience designing Excel financial analysis templates and reports.
  • Effective use of technology for presentations and account servicing.
Responsibilities
  • Value option and derivative securities using the advanced modeling techniques contained in FinTools software.
  • Provide customer support for the Option Tracker software application, which integrates employee stock option administration, ASC 718 valuation, and SEC financial reporting.
  • Interact with financial officers of publicly traded companies, valuation consultants, and independent auditors regarding compliance with fair value accounting standards and the application of risk-management techniques.
Montgomery Investment Technology, Inc.

Montgomery Investment Technology, Inc.

View

MITI focuses on valuing options and derivative securities for financial professionals. It offers valuation services for ASC 718/815/820 and SEC pay-vs-performance, plus fair value estimates for TSRs, price targets, convertibles, warrants, and other complex instruments. Its software suite includes FinTools XL (Excel add-in), FinCalcs.NET (web-based calculators for options, exotics, bonds, and volatility), and FinTools API Library to integrate tools into other apps, along with expert valuation consulting and training. Its goal is to provide accurate, independent valuations and combine valuation theory, software tools, and consulting to support reliable reporting and analysis.

Company Size

1-10

Company Stage

N/A

Total Funding

N/A

Headquarters

Camden, New Jersey

Founded

1988

Get referred to Montgomery Investment Technology, Inc.

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • The site refreshed product and updates pages in July-August 2026, signaling active maintenance.
  • FinTools markets free consultations and live demos, supporting lead generation and enterprise sales.
  • Regulatory compliance messaging targets accounting teams needing quarterly derivative mark-to-market support.

What critics are saying

  • MITI shows no public funding, hiring, or press coverage, limiting market visibility.
  • Heavy focus on spreadsheet add-ins leaves FinTools vulnerable to Microsoft Excel ecosystem changes.
  • A tiny niche business can disappear if one enterprise client migrates to larger vendors.

What makes Montgomery Investment Technology, Inc. unique

  • FinTools XL packages option, exotic option, bond, futures, and risk models inside Excel.
  • OPTIONS XL is ASC 718, ASC 815, ASC 820, and SEC compliant for reporting.
  • MITI also sells consulting plus live demos for derivative valuation and accounting.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Flexible Work Hours

Performance Bonus