Research Analyst - Discretionary Macro

About the role

The will operate at the intersection of economic insight and portfolio execution within the firm's Macro and Multi-Strategy Group. You will conduct qualitative research that supports discretionary portfolio management for a suite of alternative strategies, including Managed Futures, Global Macro, and Style Premia funds. This role requires you to test ideas alongside systematic teams, ensuring that hypotheses prove resilient through rigorous analysis and reality checks. You will own the workflow from initial economic signal detection to final portfolio recommendation, maintaining intellectual honesty at every step. Success in this position depends on your ability to convert complex macroeconomic narratives into actionable trade ideas while remaining adaptable to fast-moving events. You will build and maintain charts and models in Python to track cross-asset movements, risk exposures, and regime shifts in real time. Ultimately, your work will feed directly into live portfolio decisions, shaping how capital is allocated across global markets by discretionary managers.

Key facts

What you'll do

• Translate ambiguous economic narratives into structured research questions that guide discretionary portfolio decisions.
• Design and maintain intake workflows that capture fresh macroeconomic signals and potential market anomalies as they emerge.
• Build and iteratively refine Python-based models and charts to monitor cross-asset correlations, volatility regimes, and risk metrics dynamically.
• Conduct event-driven analysis by reviewing position exposures, historical trade outcomes, and market shocks to assess portfolio implications.
• Synthesize complex data sets into concise reports that clearly communicate rationale, assumptions, and trade recommendations to decision-makers.
• Partner closely with systematic researchers to align discretionary signals with execution rules, ensuring consistency across the firm's macro strategies.
• Oversee data integrity by maintaining Bloomberg Terminal workflows and SQL pipelines that support timely and accurate analysis.
• Update documentation rigorously to preserve the traceability of logic, data sources, and assumptions throughout the research lifecycle.
• Explore new thematic research domains using Linux tools and cloud services, operating within established policies and compliance guidelines.
• Support the firm's flagship Global Macro Strategy by providing timely insights that enhance the team's responsiveness to macro shifts.
• Challenge existing assumptions through collaborative debate, fostering an environment where ideas are tested and refined by peers.
• Contribute to the continuous improvement of research methodologies, leveraging feedback to increase robustness under varying market conditions.

Requirements

You must hold a bachelor's degree in a quantitative field such as finance, economics, computer science, mathematics, or engineering. You should bring 1 to 3 years of relevant professional experience in finance or analytics, with a proven ability to work under tight timelines. Proficiency in Python, Excel, and SQL is non-negotiable for solving complex problems in this role. You must demonstrate clear verbal and written communication skills to explain intricate concepts to both technical and non-technical stakeholders. A detail-oriented and organized approach is essential when operating in collaborative, fast-paced environments where precision matters. Hands-on experience with AWS, Linux, and Flask, when listed, is considered a strong advantage but not mandatory. Required tools and skills include Python, Bloomberg Terminal, Excel, Pandas, and SQL, all of which you must wield effectively. You are expected to have a solid understanding of finance and the investment management industry, given the context of this position.

Who you are

You are a hard-working professional who thrives in a highly intellectual and collaborative environment, actively seeking growth through feedback and debate. You are well-organized, detail-oriented, and capable of maintaining focus when juggling multiple priorities under pressure. Your enthusiasm for developing and implementing ideas drives your performance, and you consistently follow through on commitments. You operate effectively as a self-starter, comfortable working independently while also contributing to team objectives. Exceptional analytical and problem-solving skills are central to your success in dissecting data and drawing sound conclusions. Strong oral and written communication skills enable you to distill complex information into clear, actionable insights for diverse audiences. You possess a foundational knowledge of finance and the investment management industry, allowing you to engage at a meaningful level with senior stakeholders.

Nice to have

Only items explicitly listed as preferred in the source are included here, and they align directly with the stated requirements and preferred skills above.

Practical notes

The position is located in Greenwich, Connecticut, and is a full-time engagement. No specific hours, travel requirements, visa conditions, or application deadlines are stated in the source material.