Investment Analyst

Posted: October 16th, 2023
Location: San Diego, California

Counterpoint Funds is a systematic, defensive and research driven mutual fund provider with over $1.5 billion in assets under management. Counterpoint is focused on offering defensive fixed income and equity diversifier strategies designed to drive portfolio performance over the long run.

The Investment Analyst will work closely with a small portfolio management team that also supports operational tasks of the marketing and sales groups. The marketing/sales team support responsibilities assist with reporting and management of product collateral, while portfolio management team responsibilities center around assisting operational and research aspects of fund management.

Specific Responsibilites Include:

Portfolio Team

  • Assisting in tasks related to portfolio management process
  • Operate quantitative models and manage fund rebalance processes
  • Assist with research associated with product development and improvement
  • Assist with auditing of data quality
  • Process collateral, margin, and wire payments
  • Ensure trades are booked accurately and in a timely fashion
  • Assist with assembling compliance and regulatory filings

Marketing/Sales Support and Miscellaneous

  • Producing Morningstar Direct reports for wholesaler team
  • Support quarterly updating of marketing and collateral pieces, e.g. webpage, fact sheets, monthly writing
  • Assisting marketing group in operational processes; operating e-mail campaigns, performing data mapping, and data stewardship of our Customer Relationship Management (CRM) system
  • Review and support updating and composition of marketing materials, including diligence questionnaires
  • Assist with operational tasks related to onboarding of new sales hires
  • The position is multi-faceted and as such the candidate will be required to perform duties that may not be directly related to the above tasks, such as helping coordinate company events and sales meetings, assisting in procurement and shipping of marketing related items, etc.


  • Bachelor’s degree in finance, economics, mathematics, or computer science
  • Minimum 2 years of experience in the asset management/securities industry
  • Strong attention to detail, analytical, mathematical, and problem-solving skills
  • Exceptional verbal, written, and technical skills
  • Excellent organizational and multi-tasking skills
  • Ability to contribute and thrive in a team-oriented culture
  • Familiarity with various financial products: mutual funds, equities, derivatives (options, futures, swaps)
  • Proficiency in Microsoft Office specifically, Excel and Word
  • Experience in modern programming and scripting languages preferred, e.g. Python, Matlab, PHP
  • Experience with Bloomberg preferred
  • Experience with SQL-type databases preferred

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  • The position is based out of Counterpoint’s home office in San Diego, CA; the majority of job responsibilities and duties must be met working in-person from the office.

Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.




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