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DFO Referrals — Westport, North Carolina
Research Analyst, Equities Dalio Family Office Dalio Family Office Overview: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO’s culture is built around meaningful work and meaningful relationships and the family’s commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi.
Position Summary: Reporting to the Head of Public Equities, the Analyst will research, develop, and evaluate systematic and fundamental investment processes in public equities by contributing to each stage of the investment process (from data to research to signal generation, to portfolio construction). The Research Analyst will assist, lead, and direct data analysts to build out data pipelines from external vendors and internal databases, utilizing large-scale equity databases and analytical infrastructure to build out systematic and fundamental equity strategies and tools. Write/Vibe code production-quality code, iterating rapidly in a high-velocity research environment, and translating raw financial data into actionable, rigorous investment insights.
This role will work closely with the Head of Public Equities to develop strategies and tools.
Responsibilities
would include a combination of the following: Collaborate and lead equity data analysts/engineers Extract, clean, transform, and model data from institutional databases including Compustat, FactSet, Bloomberg, and other financial data providers; manage the full data pipeline from ingestion to analysis-ready datasets. Evaluate new data sources — alternative data, NLP signals, earnings transcripts, satellite data — and rapidly prototype integration into the research stack. Design, build, and backtest systematic and fundamental equity signals and factor models using structured and alternative data both for US and overseas markets.
Develop and maintain a library of reusable, well-documented code and research tools that accelerate the team's research velocity. Build and iterate on equity investment frameworks that are both analytically rigorous and conceptually coherent Support portfolio construction processes including factor exposure analysis, risk decomposition, and optimization inputs; interface directly with risk systems. Automate recurring data workflows, reporting pipelines, and monitoring dashboards to reduce manual processes and increase team efficiency.
within their remit, while keeping a finger on the pulse of third and fourth order impacts Illustrative
Benefits
: 100% company paid medical premiums 17 company paid holidays Friday summer hours Monthly community happy hours Hybrid work environment Free catered food services for in-office days Generous PTO offering Casual dress code 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit) Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!
Qualifications
g.