Senior Researcher

Job Description & Qualification

Senior Researcher – (Santa Clara, CA or Remote)
At Edelman Financial Engines, we believe every hardworking American deserves to move their financial life forward, and we’re growing our team so we can help more clients every day!

As a Senior Researcher on the Investment Management team, you’ll be crafting the financial algorithms that drive our portfolio advice and retirement forecasts, which provide clients with optimized investment portfolios and help them plan for their financial needs in retirement.
Your research will be passionate about capital markets, asset pricing, and factor models, portfolio optimization, Monte Carlo simulation and retirement economics.
• Independently identify potential improvements in our models for investment risk, portfolio optimization, and forecasting; identify the relevant advanced techniques and datasets applicable to each project.
• Integrate new product features with existing product components, and coordinate with the software engineering and QA teams during implementation and testing.
• Collaborate with product marketing and user experience teams to understand customer needs and craft new services.
• Communicate sophisticated methodologies to a layperson’s audience, including human resources professionals at client companies.
• Mentor junior researchers' investigations and provide valuable guidance on colleagues’ projects.
• PhD in Finance, Economics or equivalent.
• 5-10 years of academic or proven experience in a research capacity.
• Strong empirical research skills and background in statistics.
• Broad economic intuition applicable to new problems.
• Proven success in a collaborative, team-oriented environment.

Application Procedure

About the Organization

About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, as recognized by Barron’s1, with 150+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $260 billion in assets2. Our unique approach to serving clients combines our sophisticated methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, visit
© 2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and contact Jill O’Connell (857-305-8555 or with any questions.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
1 The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Data as of 12/31/20.

For Additional Questions

Job ID

ID: J8687