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 25 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 and has a solid grounding in modern portfolio theory and practice. 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, modern portfolio theory, and market inefficiencies, as well as familiarity with optimization, performance attribution, and financial literature. 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.

Data Analyst
This position will be responsible for reviewing and verifying data supplied by vendors (such as Bloomberg, FactSet, Thomson IBES, Compustat, etc.), processing data and managing databases to support investment research and portfolio management, researching analyst reports, on-line news services and financial databases, and analyzing and interpreting data utilizing established guidelines. The ideal candidate should have strong analytic and database skills, must be detail-oriented, conscientious and precise, and must be familiar with financial accounting and equity markets. Excellent communication, organization and computer skills are essential. This position requires a Master’s degree in Accounting, Finance or related discipline; participation in the CFA program is a plus. Due to the nature of the position a 6AM start time is required.

Portfolio Accountant
This position will be responsible for trade processing and settlement, account reconciliations and proxy voting. The ideal candidate must have 2-4 years relevant experience. Experience with Advent and familiarity with vendor based systems is preferred. Must adhere to a disciplined approach, and be able to work independently and in a team environment. Understanding of Microsoft Excel is required. Candidates must have good communication skills, attention to detail and initiative.

Systems Analyst
This position requires 5+ years experience working with C/C++, and .Net programming, Windows, Microsoft SQL server, and Visual Studio. The successful candidate will possess familiarity with portfolio construction, optimization and performance attribution. Some experience working with investment systems, company fundamental and market data, and portfolio analysis systems is also a plus. M.S. degree/candidate in computer science is required.

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

Equal Opportunity Employer

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