Alta · 11 hours ago
Senior Analyst
Baltimore, Maryland, United States
Full-time
Onsite
Mid, Senior Level
$110K/yr - $120K/yrTradeSmith is a leading financial technology company dedicated to empowering individual investors with advanced tools. They are seeking a highly detail-oriented Senior Analyst to execute and validate portfolio backtests, oversee performance reporting, and perform complex data analysis to enhance investment research products.
AdviceFinancial ServicesMarket ResearchProfessional ServicesPublishing
Responsibilities
Own the execution, validation, and interpretation of portfolio backtests using internal backtesting tools, Python, and related analytical platforms across predefined and exploratory strategies, ensuring analytical rigor and consistency of results
Review and quality-control all backtest outputs and data queries for accuracy, completeness, and methodological soundness prior to use in research deliverables or product development
Produce and maintain standardized performance reports, including key metrics such as returns, volatility, drawdowns, and comparative benchmark analysis
Execute and optimize time-sensitive data queries using Snowflake and other internal data tools to support research, product, and market-driven analysis needs
Identify, document, and communicate issues or enhancement opportunities related to internal research tools, backtesting workflows, and data query templates
Design and maintain reusable analytical templates and processes to improve efficiency, scalability, and repeatability of research operations
Synthesize findings into concise written summaries for research updates, highlighting key results, anomalies, and insights
Collaborate closely with the Chief Quantitative Strategist, Product Managers, and senior researchers to support ongoing research initiatives and ensure analytical outputs are production-ready
Serve as a subject-matter resource for analytical best practices and backtesting standards within the research team
Supervise two or more junior research analysts when fully staffed
Qualification
Required
Strong analytical and logical reasoning skills, with the ability to independently assess data quality, validate results, and identify methodological issues
Proven attention to detail and analytical rigor, particularly in the context of backtesting, performance analysis, and quantitative research workflows
Advanced proficiency with structured data and analytical tools, including Excel and Python, for data analysis, validation, and reporting
Experience working with large datasets and relational data environments, including the ability to write, modify, and optimize SQL-based queries (e.g., Snowflake or similar platforms)
Strong written communication skills, with the ability to clearly document methodologies, assumptions, and results for internal stakeholders
Demonstrated ability to work independently, manage multiple priorities, and deliver accurate results under time-sensitive conditions
Experience collaborating with cross-functional teams, including research, product, and technical stakeholders, to support production-ready analytical outputs
Intellectual curiosity and a continuous-improvement mindset, with a track record of identifying opportunities to improve tools, workflows, or analytical processes
Primarily in-office work with flexibility to accommodate support needs and meetings
Ability to use standard office tools and technology for extended periods
Visual acuity and auditory ability for digital communications
Benefits
Comprehensive benefits package including health, dental, and vision insurance
401 (k) match
12 paid company holidays
Company
Alta
Alta provides financial publishing and quantitative analysis services for clients seeking financial insights.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Banks, CISSP
Chief Technology Officer
Allison Isla (Metzger)
CMO
Company data provided by crunchbase