Director of Fundamental Analytics

Company:  CFA Institute
Location: St. Louis
Closing Date: 07/11/2024
Salary: £150 - £200 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description

COMPANY: ACR Alpine Capital Research, LLC is a $6B AUM fundamental value manager serving financial intermediaries and institutions with concentrated equity, credit, and multi-strategy vehicles. ACR is headquartered in St. Louis, Missouri. For additional information, please visit .

RESPONSIBILITIES: The candidate will be responsible for the development of innovative, industry-leading fundamental asset class, portfolio, and security-level analytics, research, and performance measurement. The position reports to ACR’s Chief Investment Officer and Managing Director of Performance. Full-time in St. Louis required.

  • Enhance ACR’s fundamental data collection, processing, and presentation systems including oversight and ongoing development of the firm’s core fundamental databases, dashboards, and reports.
  • Organize and oversee management of data from numerous structured and unstructured sources and accounting systems including portfolio manager and analyst inputs.
  • Work with key team members to develop an automated quarterly statement of fundamental portfolio holdings and performance.
  • Develop expertise and thought leadership in fundamental return attribution (see ).
  • Pioneer industry accepted security and portfolio performance standards that coordinate presentation under GIPS and GAAP.
  • Survey, summarize, and publish papers on fundamental asset class and portfolio performance and explore methods that bridge gaps between quantitative factor research and fundamental security analysis.
  • Incorporate cutting edge AI technologies in all relevant processes.

QUALIFICATIONS: The successful candidate will be a strong critical and creative thinker who has the knowledge, ability, and passion to drive advances in fundamental analytics and research.

  • Highest level of integrity and ethical standards
  • A passion for fundamental value investing
  • Outstanding problem-solving skills
  • Strong writer and communicator
  • Ability to simplify complex concepts and data sets
  • Knowledge of corporate accounting, asset valuation, and performance measurement
  • Experience with financial statement databases such as Cap IQ, Compustat, and Bloomberg
  • Expertise in Excel and familiarity with PowerBI
  • Knowledgeable in AI foundations and methods
  • Minimum five years relevant industry experience
  • CFA designation and finance degree preferred

LOCATION: St. Louis, Missouri, USA

COMPENSATION: Competitive compensation and bonus commensurate with qualifications and job performance

WHERE TO APPLY: Submit resume to

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