Frec Markets, Inc.

Frec Markets, Inc.

Investment Associate

San Francisco · Senior

Sponsorship not specifiedDetected 14 days ago
PythonSQLResearchCollaborationTime ManagementCFA

Stay score

odds of building a lasting career here

37Risky
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.

Lottery odds assume a STEM candidate.

Personalize to your clock →

Employer immigration record

from this employer's Department of Labor filings

Files H-1B transfers

2 transfer filings in the last year, covering 2 workers. Median labor-condition decision: 7 days. An employer that already files transfers is one that can take over an existing H-1B.

Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.

Community outcomes

No reports yet — be the first to help the next applicant.

About the role

  • You'll help ensure our portfolios are behaving as intended, understand what's driving their performance, and investigate when something needs attention.
  • The opportunity goes beyond overseeing portfolios.
  • You'll help turn your investment expertise into a product that helps customers understand their investments and make better decisions.

Responsibilities

  • Help refine portfolio construction, risk monitoring, risk and performance attribution, and support the testing and rollout of new investment capabilities.
  • Help design alerts to surface unexpected behavior, focusing human attention where judgment matters most.
  • Build our AI experience: Partner with product and engineering to translate your quantitative expertise into automated portfolio analysis, personalized guidance, and rigorous real-world test cases for AI outputs.
  • Develop real-world test cases and evaluate AI-generated analysis and recommendations.
  • Visa sponsorship & immigration support
  • Turn recurring questions into capabilities we can build into the product.

Requirements

  • Exceptional execution & collaboration: You have exceptional attention to detail, are careful/thorough, well-organized, and possess effective time management skills.
  • You can translate investment reasoning into clear product requirements and recognize when an answer sounds convincing but is incomplete or wrong.
  • You can earn the trust of sophisticated investors and explain a difficult portfolio decision without hiding behind jargon.
  • You know when to act independently and when to bring in another expert.
  • Proven PM Experience: 5+ years of quantitative equity portfolio management with direct responsibility for decisions and outcomes-not only research or client coverage, strongly preferring experience with long/short strategies. Quantitative equity research experience is a significant plus.
  • Deep expertise in equities portfolio management: You understand how market and factor exposures drive returns, how to measure risk, and how implementation choices affect performance. You're comfortable with portfolio optimization, performance attribution, margin requirements, and the economics of financing and short borrowing. You possess solid economic intuition and good commercial instinct.
  • Exceptional execution & collaboration: You have exceptional attention to detail, are careful/thorough, well-organized, and possess effective time management skills. You thrive in a team-oriented, collaborative environment and bring a great attitude to work.
  • A builder's mindset: You experiment with AI tools and think critically about their outputs. You can translate investment reasoning into clear product requirements and recognize when an answer sounds convincing but is incomplete or wrong.
  • Clear, credible communication. You can earn the trust of sophisticated investors and explain a difficult portfolio decision without hiding behind jargon. You're comfortable discussing uncertainty and helping customers understand their options.
  • Sound judgment and ownership. You notice when something doesn't look right and follow through until you understand it. You know when to act independently and when to bring in another expert.
  • An understanding of tax-aware investing is a plus. You understand tax-loss harvesting and wash-sale constraints, including the challenges of transitioning appreciated portfolios. You can evaluate tax benefits alongside investment risk and costs rather than treating harvested losses as the only measure of success.
  • A CFA designation is preferred, but not required. You should hold, or be willing to obtain, the registrations needed for your responsibilities.

Nice to have

  • Technical proficiency: An undergraduate or graduate degree in a STEM field, plus robust programming experience (Python, SQL) for analyzing portfolio data and collaborating with engineers.
  • An understanding of tax-aware investing is a plus.
  • You understand tax-loss harvesting and wash-sale constraints, including the challenges of transitioning appreciated portfolios.
  • A CFA designation is preferred, but not required.

Compensation

  • Competitive salary and equity grants

Benefits

  • Competitive salary and equity grants
  • Fully paid health, vision and dental insurances
  • Monthly allowance to help with maintaining a healthy body and mind (fitness & mental health components)
  • Flexible (Unlimited) paid time off
  • You can evaluate tax benefits alongside investment risk and costs rather than treating harvested losses as the only measure of success.
  • Manage portfolios at scale: Oversee thousands of customized equity accounts.
  • Maintain tax-awareness & compliance: Consider tax-awareness throughout portfolio implementation, including awareness of US tax regulations relevant to both long only and long/short equity investing.
  • Explain portfolio performance and help customers evaluate complex investment decisions, including concentrated-stock transitions and the tradeoff between tax efficiency and tracking risk.

Company info

  • We combine self-directed investing with continuously managed strategies in a single brokerage account, bringing capabilities traditionally delivered through wealth managers directly to our customers.
  • The investment infrastructure we've already built gives us a foundation to help customers make better decisions without giving up control of their financial lives.
  • Customers have entrusted us with $1.5 billion in assets, up 4x in the last year.
  • Frec is building the modern investment platform for high-net-worth investors.
  • You're comfortable discussing uncertainty and helping customers understand their options.
  • Work directly with customers.

Visa & Work Authorization

  • Visa sponsorship & immigration support
Apply directly at Frec Markets, Inc. →Create a free account for alerts like thisView Frec Markets, Inc. immigration profile

This listing is sourced directly from Frec Markets, Inc.'s careers page and normalized into a canonical job model.