Teams at RBFCU Wealth Management

Provides administrative and office support to investment teams, including scheduling, presentations, communications, travel arrangements, expense reports, invoice management, conference coordination, guest reception, and special events. The role requires strong multitasking, prioritization, discretion, communication, and interpersonal skills while supporting teams across global locations in a fast-paced environment.

Partner with portfolio managers and researchers to design, prototype, and deploy LLM-enabled AI tools that accelerate investment insights. Lead proof-of-concept and production delivery, ensure security, governance, and regulatory compliance, and transition prototypes into scalable enterprise capabilities working across Investments, Technology, Data, Risk, and Compliance.

Conduct quantitative investment research by developing stock-selection signals, alpha models, portfolio construction methodologies, and production models. Prepare data, perform statistical and econometric analysis, evaluate machine-learning techniques, monitor model performance, enhance research infrastructure, and communicate findings to investment teams and stakeholders.