Research Associate

Altfest Personal Wealth Management seeks a RESEARCH ASSOCIATE enrolled in a Ph.D. program in economics or finance or having a Ph.D. in either of these areas. 

The person will be assisting in ongoing research for academic publication having to do with Consumption CAPM, Household Finance and Asset Pricing. He or she should be interested in academic research and publishing.

Responsibilities:

• Apply academic and theoretical knowledge for economic modelling and econometric research using data from various resources.

• Clean, analyze and organize data, then run analysis on the data.

Requirements:

• PhD or PhD candidate in Economics or Finance A MUST

• Knowledge of Optimization theory, Numerical methods, and Econometrics

• Knowledge of Asset pricing (Household Finance a plus)

• Meticulous attention to detail and independent thinker

• Programming skills – R, Excel/VBA, Matlab

• Familiarity with academic literature desirable

Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest.

The firm is dedicated to putting clients’ interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients, utilizing internal experts that sub-specialize in a variety of technical areas and client segments, providing a personal, warm caring atmosphere and a high level of service for clients, and introducing innovative methods to the profession that increase the value provided to clients.

The firm was recently named in The Financial Times’ "FT300" – a listing of the nation’s top 300 Retirement Investment Advisors for 2017.

The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory.

Lewis Altfest, Ph.D., CFA, CFP®, founded the firm after leaving Lord Abbett & Co, a large mutual fund company with over 100 billion in assets under management, where he was a Partner and Director of Research. Lew has been named to Barron’s "Top 100 Independent Advisors" as well as Barron’s state-by-state listing of "America’s Top 1,200 Financial Advisors" as #51.

Karen C Altfest, Ph.D., CFP®, joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm’s marketing activities including a very successful program for affluent women. Karen was recently featured in Forbes’ first-ever list of "America’s Top Women Advisors" – she ranked #17 out of 200.

The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.

Altfest Personal Wealth Management is an equal opportunity employer.