The Data Scientist will be based out of our Boca Raton, FL or Boston, MA office and will work directly with investment and data professionals across the company to apply data science, quantitative methods, and advanced analytics to all aspects of the investment and portfolio management process.  Additional responsibilities will be to enhance the firm’s quantitative efforts in data modeling and analysis, portfolio risk analysis, and client reporting. The goal is to contribute systematic research, provide data-driven insights for sales and marketing efforts. The investment analytics team supports Polen’s investment teams with research grounded in statistics and data science.

Roles & Responsibilities

  • Define the problem statement, collect, and use data to design and implement scalable solutions that inform business and investment decisions, leveraging a wealth of internal and external industry research and data
  • Work under the direction of Portfolio Managers and Analysts to acquire and evaluate data for use in equity research projects
  • Participate in cross-organizational projects designed to improve the firm’s analytical practices and support the firm’s thought leadership research
  • Back-test market, fundamental, and other factors to support investment decisions and conduct equity markets research
  • Create and maintain data-driven optimization and machine learning models
  • Develop, run, and maintain internal reports for portfolio managers and investment research analysts
  • Serve as an organizational resource for marketing & distribution by creating quantitative reports to be included in client presentations and by responding to ad-hoc analytical and reporting requests to be used for the acquisition of new clients
  • Interpret data and analyze results using statistical techniques, develop and enhance insight generation and reporting for both internal management and clients
  • Enhance the firm’s use of risk analysis tools and methodologies for internal trading and external communication
  •  Develop and promote new applications and/or capabilities for systems and tools to advance & support research process

Preferred Qualifications

  • Bachelor’s or Master’s degree in an applicable quantitative field (Statistics, Mathematics, Finance or Economics)
  • Progress toward or attainment of CFA charter
  • 3 – 5 years professional experience in the asset management industry, specifically in quantitative equity research and analytics
  • Demonstrated experience with machine learning, natural language processing, and advanced numerical analysis tools and techniques
  • Experience with statistics and probabilistic methodologies, including time series analysis, forecasting, decision back-testing, classification, clustering, and general regression analysis
  • Experience with developing quantitative factor models and optimizing components of the investment research processes
  • Experience performing medium-volume data extraction, cleaning, and summarization under time constraints
  • Fluency in at least one programming language like Python, R, Julia, Java, C/C++, including scientific computing, machine learning, and data visualization packages
  • Experience writing SQL queries
  • Proficiency with Bloomberg terminal, FactSet, eVestment, and Morningstar datasets and portfolio analytics
  • Knowledge of multi-factor portfolio performance attribution and risk methodologies, model design, and underlying data
  • Ability to prioritize and meet multiple deadlines with a sense of urgency
  • Team player, with excellent communication skills and ability to think strategically and work cross-functionally with multiple stakeholders and audiences
  • Ability to work and learn independently to answer questions, while maintaining attention to detail and quality
  • Commitment to agility, continuous learning, and ability to adapt to changing business needs

Additional Information

  • Full-time Employee
  • Boca Raton, FL
  • Less than 5% travel required
  • U.S. Permanent Work Authorization (required)
  • Polen Capital is a ROWE (Results-Only Work Environment), offers competitive health benefits, annual individual training budgets, and 12-week paid parental leave

Instructions for Submitting Applications

Research shows that women and other minority groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage women, people of color, and those in the LGBTQ+ community to apply for positions even if they do not necessarily check every box outlined in the job description.

Qualified candidates should submit their resume and cover letter to [email protected].