Quant Researcher

Tasks

• Sourcing, screening, and evaluating potential investors—including both institutional investors (pension funds, investment funds, family offices) and high-net-worth individuals—in line with Master Z’s fund strategy and target audience.
• Understanding investor mandates, liquidity preferences, risk tolerance, return expectations, and investment restrictions in order to tailor pitch materials and presentation strategies.
• Establishing and maintaining relationships with key decision-makers, such as members of the investment committee, chief investment officers (CIOs), and wealth managers.
• Developing targeted marketing materials (such as pitch books, fact sheets, and update reports) in collaboration with the marketing team.
• Support for marketing activities related to the management of marketing plans.
• Development of marketing campaigns targeting corporate clients.
• Competitive analysis and the development of strategies to gain additional market share.
• Analyzing market demand and preparing reports to support strategy development at the executive level.
• Planning, coordinating, and conducting market research studies.
• Establishing and managing relationships with supplier accounts and distributors.
• Preparing reports and presentations for senior management, directors, or investors that can influence the company's direction.
• Maintaining accurate and valid records in all business activities.
• Develop and manage the marketing department by planning, monitoring, and improving the department's marketing activities to build strong relationships with the general public and industry stakeholders.
• Evaluating and refining sales and marketing strategies to achieve established goals and objectives.
• Strengthening and maintaining brand awareness in financial markets, market research, and competitive analysis.
• Attend business conferences and community events to represent the company.
• Ensuring a high level of attention in all customer interactions (internal and external).
• Training junior associates and aspiring professionals to maintain high standards and serve as consultants.
• Maintaining a risk management policy and procedure and providing clear, step-by-step instructions.
• Establishment of a uniform audit policy and procedure for auditors.
• Ensuring data quality and completeness across all functions.
• Providing general oversight of all audits, including annual operational audits.
• Providing general oversight of internal audits and risk management.
• Coordinate with other departments to ensure compliance with audit policies, standards, and professional ethics.
• Underwriting, monitoring, and leading a small team of associates.
• Developing the underwriting framework and investor expectations for Master Z’s fund strategy, with a focus on structuring the portfolios of selected borrowers in the portfolio of small and medium-sized real estate investments.

Requirements

• Senior/Interim Researcher with a background in applied/nonprofit investments in NFIS infrastructure (lending), construction loans, and related services, ranging from long-term to short-term.