Full-Time
Quantitative Research Analyst
Posted on 8/7/2025
Equi
51-200 employees
Active management of alternative investments
Compensation Overview
$130k - $170k/yr
New York, NY, USA
In Person
 Quantitative Finance (1) |
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- Master's degree in Financial Engineering, Mathematics of Finance, Applied Mathematics, Statistics, Computer Science, or related quantitative field
- 2-5 years of hands-on experience in quantitative finance and portfolio management
- Strong proficiency in Python for financial modeling, data analysis, and strategy implementation
- Demonstrated experience with systematic strategy development and implementation
- Excellent mathematical and analytical problem-solving abilities with strong attention to detail
- Experience working with financial databases and data management systems
- Previous experience working in a startup or fast-paced, entrepreneurial environment
- Research and backtest quantitative investment models and trading strategies
- Optimize strategy parameters and risk-return profiles through rigorous statistical analysis
- Conduct comprehensive portfolio modeling and risk analysis across all investment strategies
- Develop and maintain risk management frameworks and attribution models
- Perform scenario analysis, stress testing, and sensitivity analysis on portfolio holdings
- Create and maintain risk monitoring dashboards and reporting tools
- Ensure compliance with risk limits and investment guidelines
- Partner with investment teams to provide quantitative insights and analytical support
- Support content creation initiatives with data-driven research and analysis
- Prepare monthly reporting materials, including performance attribution and risk metrics
- Collaborate on ad hoc analytical projects as requested by senior management
- Communicate complex quantitative concepts to both technical and non-technical stakeholders
- Maintain and enhance financial databases and data pipelines
- Ensure data quality, accuracy, and accessibility across all quantitative processes
Equi offers alternative investment opportunities and active portfolio management to clients, focusing on non-traditional assets and strategies to diversify beyond public markets. It uses an overlay hedging approach and an internal hedging program, with a team of portfolio managers who regularly optimize and rebalance client funds. Clients are charged for portfolio management and investment advisory services, and the founders invest their own money on the platform to align interests with clients. The goal is to generate returns while reducing exposure to market volatility, providing a diversified, non-correlated asset mix that can perform in various market conditions.
Company Size
51-200
Company Stage
Series A
Total Funding
$25M
Headquarters
San Francisco, California
Founded
2020
Simplify's Take
What believers are saying
- $15M Series A led by Smash Capital in 2026 accelerates growth.
- $100M AUM with $350K minimum expands high-net-worth access.
- Outperformed S&P 500 by 20% through September 2022.
What critics are saying
- SEC scrutiny erodes $100M AUM within 6-12 months.
- Yieldstreet private credit causes 20-30% AUM outflows in 12-18 months.
- Hedge strategies underperform S&P by 10% in 2026 rate cuts.
What makes Equi unique
- Equi uses 12,600 underlying funds for diversified portfolios.
- Founders invest 80% of liquid net worth on platform.
- Overlay hedging strategy delivers returns in any market.
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Benefits
Flexible Work Hours
Remote Work Options
Professional Development Budget
Wellness Program
Growth & Insights and Company News
6 month growth
↑ 1%1 year growth
↓ -4%2 year growth
↓ -1%After working together for nearly one decade, three former managing directors of Amex Ventures in early 2022 branched out to form their own fintech-focused venture firm, Vesey Ventures. The trio had made early investments in more than 50 fintech companies, including the likes of Stripe, Plaid, Melio and Trulioo. During that time, they also helped engineer over 100 partnerships between startups and financial services institutions.Their goal was to take that 10 years of experience investing through the venture capital arm of one of the world’s largest credit card companies, and apply it firsthand to new early-stage investments — but with a twist. The firm says its intent is to go beyond term sheets to issuing bespoke “Strategy Sheets,” which outline how Vesey Ventures aims to leverage its network “to act as a company’s first business development team.” In other words, it wants to invest in early-stage fintech and enabling technology companies “where opportunities for early partnerships with financial incumbents exist.”And today, the firm — formed by founding partners and friends Dana Eli-Lorch, Lindsay Fitzgerald and Julia Huang, who all left AMEX Ventures at the same time in late 2021 — has announced the closure of its $78 million debut fund. They named the firm Vesey Ventures after the street where American Express has its headquarters in New York. (They declined to say whether Amex is a limited partner in the new fund.)The feat is particularly impressive considering that, according to PitchBook data recently cited by The Information, “female-led venture firms in the U.S
Equi, a NYC-based alternative investment strategies platform, raised $15M in Series A funding. The round was led by Smash Capital, with support from Company Capital and Montage Ventures