Investment Analyst

Posted: October 4th, 2021
Location: San Diego, California

Counterpoint Mutual Funds is a systematic, defensive and research driven mutual fund provider with over $1 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 supporting marketing and sales groups with reporting and management of product collateral, assisting operational aspects of fund management, as well as acting as a general utility player.

Specific Responsibilites Include:

  • 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

  • Assisting in tasks related to portfolio management process

  • Operate quantitative models and manage fund rebalance processes

  • Assist with research associated with product development and analysis

  • Process collateral, margin, and wire payments

  • Ensure trades are booked accurately and in a timely fashion

  • Generate monthly performance reports

  • Assist with assembling compliance and regulatory filings

  • Review and file marketing materials, including diligence questionnaires

  • The position is multi-faceted and as such the candidate will be required to occasionally perform duties that may not be directly related to the above tasks, such as helping coordinate company events and assisting in procurement of marketing related items.

  • Document sales procedures, quick guides, and assist with onboarding of new sales hires.


  • 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, PowerPoint, and Word.
  • Experience in modern programming and scripting languages preferred, i.e. Python, Matlab, PHP
  • Experience with Bloomberg preferred
  • Experience with Microsoft SQL and/or MySQL preferred


  • 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.

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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. 5516-NLD-09/01/2021    

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