Quant Equity Blog

Quant Positions at Evergreen Investments (from Dan B.)

Folks: Here are some job postings for quant positions at Evergreen Investments. The posts were supplied by Dan B. (Thanks Dan!)

A few notes from Dan:

• Evergreen is part of Wachovia.
• Their CEO is Dennis Ferro, a good guy Dan used to work with at Kemper.
• His head HR guy is Robert Gulliver. Cindy Caruso’s predecessor and a real good guy.
• The Boston team is run by Bill Zieff, who many of us know.

If you want the original pdf that Dan emailed me, it is available here.

The newly created Evergreen Derivatives and Alternative Strategies team seeks a Derivatives Analyst to help build out and implement a range of new initiatives. The focus of this team will be the creation, implementation and risk management of derivative-based strategies across all asset classes, as well as assisting in the development of the organization’s alternative investment strategy including evaluations of internal capabilities to create new products in the alternative space.

The focus of this position will be to provide investment expertise regarding derivative instruments and strategies across all asset classes but with particular emphasis upon Fixed Income Derivatives such as interest rate swaps and credit default swaps.

The successful candidate will have a minimum of 2-6 years of analytical experience with a strong base in derivatives; Bachelor’s Degree in related discipline; graduate degree and CFA preferred. Good communication skills, an entrepreneurial spirit, and a willingness to partner with portfolio management and risk management/compliance teams are key requirements.

About Evergreen Investments
Evergreen Investments is a leading asset manager serving individual and institutional investors through a broad range of investment products. Evergreen Investments and its registered investment advisors are the asset management business of Wachovia Corporation (NYSE:WB). Evergreen Investments is committed to achieving investment performance objectives through disciplined, team-based asset management. Evergreen Investments manages over $250 billion in assets (as of September 30, 2005). For more information on Evergreen, please visit EvergreenInvestments.com.

Global Structured Products seeks to add a Quantitative Analyst to help manage equity investment strategies built upon proprietary, quantitatively based financial models. Each member of the Global Structured Products team has individual responsibility and accountability within a team framework. Responsibilities include: contributing to strategy and portfolio implementation activities of the group; enhancing quantitative models through direct hands on research; and leading and completing projects to improve the overall investment process.

The successful candidate will possess many of the following: significant work experience related to modeling and quantitative research; experience using a range of data, techniques and approaches to solve forecasting problems; strong background in mathematics, statistics, econometrics, simulation and modeling; application experience in quantitative research environments; programming and database experience; excellent communication skills, both written and verbal; graduate degree and excellent academic record in a relevant field; CFA designation.

In addition, desired qualities in a candidate include: passion for investing; highest ethics; winning attitude; highly entrepreneurial; ability to work both independently and as part of a team.

About Evergreen Investments
Evergreen Investments is a leading asset manager serving individual and institutional investors through a broad range of investment products. Evergreen Investments and its registered investment advisors are the asset management business of Wachovia Corporation (NYSE:WB). Evergreen Investments is committed to achieving investment performance objectives through disciplined, team-based asset management. Evergreen Investments manages over $250 billion in assets (as of September 30, 2005). For more information on Evergreen, please visit EvergreenInvestments.com.

Global Structured Products intends to add a Portfolio Specialist to support Evergreen’s strategic initiative of increasing equity assets under management. The Portfolio Specialist will support the sales and distribution efforts in the institutional, retail, and high net worth channels. The Portfolio Specialist will represent Global Structured Products with clients, prospects and distribution partners to explain investment philosophy, process, and performance on specific investment products.

The successful candidate will have a minimum of seven years of experience in an asset management environment, with previous portfolio management experience preferred; excellent communication skills, written and oral; proven presentation ability; experience with client relationship management and marketing/sales skills; CFA and/or MBA preferred.

About Evergreen Investments
Evergreen Investments is a leading asset manager serving individual and institutional investors through a broad range of investment products. Evergreen Investments and its registered investment advisors are the asset management business of Wachovia Corporation (NYSE:WB). Evergreen Investments is committed to achieving investment performance objectives through disciplined, team-based asset management. Evergreen Investments manages over $250 billion in assets (as of September 30, 2005). For more information on Evergreen, please visit EvergreenInvestments.com.

posted by HDShea @ 9:42 AM