Career Opportunities

Jacobs Levy Equity Management is widely recognized as a leading provider of quantitative equity strategies for institutional clients. The firm manages U.S. equity portfolios for a prestigious global roster of corporate pension plans, public retirement systems, and endowments/foundations, including many of Pensions & Investments’ “Top 200 Pension Funds/Sponsors.” Jacobs Levy is located in a corporate campus setting in Florham Park, New Jersey. We are seeking to fill the following positions:

Senior Quantitative Equity Researcher

This position requires a PhD in econometrics, finance, or related quantitative discipline, and entails heavy empirical research into U.S. equity market inefficiencies. Must be familiar with financial statement analysis, pricing and expectational data, have knowledge of financial and statistical literature, and experience with multiple statistical packages and techniques. Responsibilities include conducting exploratory data analysis, testing various statistical approaches, developing and enhancing models, and reviewing financial literature. Ideal candidate would be self-motivated with minimum 3 years of empirical equity research experience.

Senior Portfolio Analyst

This position is part of the portfolio management and research team, and requires quantitative equity model and portfolio management experience. Must be familiar with quantitative equity models, security selection, portfolio construction, and electronic trading. Responsibilities include working internally with the portfolio managers on proprietary model and portfolio analyses and the optimal use of model alphas in security selection, portfolio construction, and trading. The successful candidate will regularly study extensive model and portfolio performance attribution reports across all strategies to gain model and portfolio insights, study various portfolio construction and trading parameters for optimal use of model alphas for portfolio performance, and conduct scenario analyses to detect opportunities in changing market environments. Must have a PhD in finance, and a minimum of 3 years of quantitative equity model and portfolio management experience.

Director, Client Service & Marketing

This position, in our client service and marketing group, is focused on servicing the firm’s sophisticated institutional clients and their consultants. The ability to develop new business opportunities is also essential, including contributing to effective RFP responses. This position requires an individual who is comfortable with quantitative equity management, including familiarity with financial literature and market inefficiencies. Requirements also include excellent communication skills, team player, willingness to travel, MBA and/or CFA, and minimum 5 years of investment industry experience.

Equity Product Specialist

This position, in our client service and marketing group, is primarily focused on communicating the firm’s investment philosophy, process, and results to sophisticated institutional clients, prospective clients, and consultants. Will also analyze and interpret performance attribution reports and assist in writing client focused communication pieces including client letters, RFPs, and presentation materials. Position requires knowledge of U.S. equity markets, quantitative equity products, performance attribution, modern portfolio theory, financial literature, and market inefficiencies. Must be a team player, well organized, and detail oriented, with strong analytical and computer skills. Position requires excellent oral and written communication ability, willingness to travel, MBA and/or CFA, and minimum 5 years of investment industry experience.

Portfolio Engineer/Data Analyst

This position will be responsible for implementing investment policies across a variety of strategies and client portfolios, analyzing financial data inputs to our security selection models, analyzing investment decisions and processes under the supervision of portfolio managers, and processing data and database management to support investment research and portfolio management. The successful candidate should be familiar with portfolio theory, risk management and optimization, and have strong analytic, quantitative, and database skills. Excellent communication, organization and computer skills are essential. This position requires a Master’s degree in Finance, Financial Engineering, or a related quantitative discipline. CFA charter holder and experience in electronic trading is a plus.

For immediate and confidential consideration, please email your resume to careers@jlem.com. Please indicate the position for which you are applying.

Equal Opportunity Employer