Success at San Diego Staffing requires a balanced approach. You must demonstrate both the technical "hard skills" of a quantitative researcher and the interpersonal "soft skills" required to function within a collaborative investment team.

Technical Proficiency – You must be ready to discuss your mastery of Python, SQL, and SAS. Interviewers are looking for evidence that you can build models from scratch and troubleshoot existing tools without extensive supervision.

Analytical Rigor – We evaluate your ability to identify relationships in data and draw logical, defensible conclusions. When presenting your analysis, focus on the "why" behind your findings, not just the raw output.

Collaborative Communication – The ability to translate quantitative results into clear, effective, and professional presentations is critical. You will be evaluated on your clarity, brevity, and your ability to project a professional image to both internal and external stakeholders.

The interview process at San Diego Staffing is characterized by its efficiency and focus. Candidates typically navigate a streamlined journey that begins with a phone screening, followed by deeper technical and behavioral interviews with hiring managers and HR partners. The process is designed to be respectful of your time while ensuring a high bar for technical competence and team alignment.

You should expect the process to move relatively quickly. The firm values candidates who are proactive and capable of initiating action; consequently, the interviewers will look for your ability to handle information concisely and directly. Because this is a hybrid role, the interviews often focus on your ability to integrate into a local, high-paced team environment.

This timeline illustrates the progression from initial screening to final assessment. Use this structure to calibrate your preparation: prioritize technical self-study for the early stages and transition to high-level strategic and behavioral storytelling as you approach the final rounds.

Quantitative Modeling & Tooling

• We look for candidates who view models as living tools that require constant improvement. Strong performance involves demonstrating a systematic approach to debugging and optimization.

• Python/SQL/SAS – Demonstrate how you use these to manipulate large datasets.
• Model Maintenance – Explain your process for ensuring model accuracy over time.
• Advanced concepts – Familiarity with machine learning applications in finance or predictive modeling.

Market Analysis & Portfolio Construction

• You will be evaluated on your ability to monitor global markets and apply that data to portfolio decisions.

• Thematic Analysis – How you connect macro trends to specific stock selections.
• Trade Rationale – Your ability to document the "why" of a decision clearly.
• Advanced concepts – Knowledge of non-US equity markets and thematic investing strategies.

As a Research Analyst, you will be involved in the full lifecycle of the investment process. Your primary duty is to support our US equity strategies through quantitative modeling and qualitative research. You will spend significant time researching improvements to our existing tools, which requires a proactive mindset toward identifying inefficiencies.

Beyond modeling, you will play a vital role in portfolio monitoring and trade execution. This involves collaborating with the broader investment team to check and validate trades, as well as drafting sales and client service materials. You must be comfortable proofreading, writing, and presenting complex financial information to support our client service efforts.

A competitive candidate for this role will have a strong foundation in a quantitative or financial discipline. We look for individuals who can hit the ground running with our specific technical stack.

• Education – Bachelors degree in a quantitative or financial field (Masters degree preferred).
• Experience – Two to three years of experience in the investment industry is highly preferred.
• Technical Skills – Must possess proficiency in Python, SQL, and SAS, alongside experience with platforms like Bloomberg or FactSet.
• Soft Skills – Demonstrated ability to work in a fast-paced, team-oriented environment is non-negotiable.

Q: How difficult are the interviews for this role? A: Candidates have historically described the process as straightforward and manageable. The difficulty lies in your ability to clearly explain your past technical work and your approach to investment problems under time constraints.

Q: What is the typical timeline from the first screen to an offer? A: The process is designed to be efficient, typically involving two main rounds. Candidates can expect a rapid turnaround between the initial phone screen and the final interviews with management.

Q: Is there a heavy focus on coding during the interviews? A: While there is no intense "whiteboard coding" session, expect to be questioned on how you apply programming languages to solve real-world financial problems.

• Prepare your stories: Use the STAR method (Situation, Task, Action, Result) to frame your behavioral answers. This keeps your responses focused and impactful.
• Know your resume: Be prepared to discuss every project listed on your resume in detail, specifically focusing on the technical tools you utilized.
• Be proactive: The job description emphasizes "readiness to initiate action." During the interview, show that you don't wait for instructions; you identify problems and propose solutions.
• Study the firm: Familiarize yourself with the general investment philosophy of San Diego Staffing to ensure your answers align with our strategic goals.

The Research Analyst position at San Diego Staffing offers a unique opportunity to influence high-level equity strategies while honing your quantitative and communication skills. By focusing your preparation on your technical modeling experience, your ability to document clear trade rationales, and your professionalism in team settings, you will be well-positioned to succeed.

We encourage you to revisit your past projects through the lens of the job requirements provided here. Your ability to bridge the gap between technical data and client-facing strategy is what will ultimately set you apart. We wish you the best of luck in your preparation and your interview journey.

This compensation data provides a range based on market benchmarks for this seniority level. Use this to inform your expectations, but remember that total compensation at San Diego Staffing often includes performance-based components tied to the success of the investment strategies you help manage.