Quantamental Analyst

Quantamental Analyst

Position Overview

Engineers Gate (EG) is seeking a technically strong, finance-aware Quantamental Analyst to join the Synthesis fund. This role involves building and managing the infrastructure that supports a high-conviction, fundamentally driven equity investment process. You will collaborate directly with a Portfolio Manager to develop bespoke systems that enhance research productivity, forecast accuracy, and decision-making speed. The work is grounded in fundamental investing problems, including KPI tracking, model validation, transcript and news summarization, valuation analysis, risk management, and portfolio optimization. This position offers a unique opportunity to contribute to a high-performing investment business that integrates fundamental intuition with quantitative innovation, with potential to evolve into a hybrid sector analyst role.

About the Team

Synthesis is a distinct, human plus machine (Quantamental) fund within Engineers Gate (EG), a leading quantitative investment firm. Our investment philosophy is based on the belief that deep fundamental insights, combined with systematic portfolio construction, lead to superior results. The team consists of Portfolio Managers with over 20 years of experience, each supported by a small team of analysts or infrastructure engineers. We concentrate on high-conviction, best-idea deep research and manage concentrated portfolios across all major U.S. sectors.

Core Responsibilities

• Data Infrastructure Management:
  • Build, manage, maintain, and enhance the KPI infrastructure for tracking operational and financial metrics across public companies.
  • Own data validation systems, schema standardization, and quality controls.
• Systematic Portfolio Development:
  • Collaborate on the development of dynamic, regime-aware portfolio construction tools that complement fundamental stock selection with systematic overlays.
• Research Collaboration:
  • Build and deploy modular Python tools to automate high-leverage research tasks, such as transcript summarization, KPI delta tracking, valuation history, and RAG-style document synthesis.
  • Support expert network and company outreach workflows by streamlining data ingestion and signal testing.
• Data Analysis & Forecast Enhancement:
  • Develop models and analytical pipelines to evaluate KPI trends, revision momentum, and forecast accuracy using traditional and emerging metrics.
  • Design dashboards to highlight forecast anomalies, rank opportunities, and accelerate idea generation.
• Data Sourcing & Tech Scouting:
  • Source and evaluate new vendor datasets, APIs, and tooling to enhance the research process.
  • Attend quantitative conferences to stay current on developments in LLMs, signal modeling, and portfolio backtesting platforms.

Skills & Qualifications

• Minimum 5 years of experience with Python, SQL, and data visualization/exploration tools.
• Demonstrated experience in automating Excel-based reporting and analysis.
• Experience with scheduled automation of data workflows and integration of third-party APIs.
• Solid understanding of accounting, financial statements, and industry-specific drivers.
• Ability to build from first principles, work independently from fast-moving specifications, and iterate quickly.
• Strong communication skills, with the ability to explain technical insights to non-technical audiences.
• Passion for markets and a desire to integrate quantitative and fundamental investing processes.

Compensation

• Salary: $150,000 - $250,000 (based on experience). This range excludes potential bonus amounts, other forms of compensation, or benefits.

Employment Type

• [Employment Type Not Specified]

Location Type

• [Location Type Not Specified]