### The Opportunity:
To support our firm’s growth, we are seeking talented Spring 2025 graduates who want to be a part of revolutionizing the investment advisory ecosystem. Selected candidates will complete an intensive Advisor Analyst training program and obtain Series 7 & 63 securities licenses. Successful candidates will be self-starters, quick learners, and excellent communicators in a culture that recognizes and rewards success.

### About Redwood:
Redwood Investment Management was founded in 2010 with a foundation in quantitative research and a mission to challenge common industry inertia. We help financial advisors think differently, driving better solutions for investment management through our **_RiskFirst_** process. Our firm’s assets under management have grown beyond $2 billion. Our 300+ partner advisors have achieved business growth – 28% average annual AUM growth for **_RiskFirst_** adopters – through clear, achievable investment expectations and higher client satisfaction.

### Job Responsibilities:
- Bring genuine curiosity and high energy into the discovery of financial advisors’ business needs – learning their process and building a helpful relationship around mutual understanding
- Listen to and proactively address challenges facing advisors, leveraging insights and best practices from Redwood resources and thought leaders
- Respond to inbound inquiries with a creative, problem-solving mentality, serving as subject matter expert on the **_RiskFirst_** process
- Engage existing and lapsed clients – sharing updates, educating, and identifying opportunities – to better understand the full spectrum of advisory business needs and scenarios
- Collaborate as a true partner across different departments – marketing, operations, portfolio managers, and analysts
- Work with Head Advisor Analyst to master client relationship management skills, using data to strategically develop account intelligence, relationship-mapping, and case opportunities through technology-driven insights

### Key Competencies:
- Exceptional listening skills
- Ability to grasp abstract concepts and articulate complex ideas with confidence and energy
- Organization, attention to detail, and ability to follow process/order of operations
- Awareness of deadlines and pride in successfully executing responsibilities
- Collaborative attitude and team player instincts to treat others with dignity and consideration
- Appreciation for constructive criticism and passion for ongoing learning and improvement

### Education and Experience:
- A financial degree is not necessary. Your major or area of concentration is less important to us than your internal drive, work ethic, and potential. We encourage you to apply, provided you share an interest in the capital markets and have demonstrated strong academic performance and professional drive
- Minimum 3.3 GPA
- Provide professional references

### Professional Outcomes:
- Financial literacy through engagement with the investment advisory ecosystem and markets
- Strategic planning, portfolio management, and securities
- Client engagement, relationship-building, and interpersonal dynamics

### Compensation:
- Base Salary: $65,000
- Bonus: up to $10,000
- Medical, Dental, Life & More

### The Opportunity

Redwood is currently seeking talented recent or soon-to-be college graduates to join our growing team in the office in Scottsdale, AZ. Candidates will work closely with the different departments to support and gain insight into a growing investment firm. They will want to be a part of revolutionizing the investment advisory ecosystem. Selected candidates will go through an intensive rotational training program beginning with Analysts then Operations, Research, and Marketing. Individuals who are self-starters, quick learners, and excellent communicators will excel in this role.


### Desired Skills and Experience
- Excellent listening skills.
- Ability to grasp abstract concepts and articulate complex ideas with confidence and passion.
- Organized and detail-oriented. 
- Ability to grasp and follow systematic processes and orders of operations.
- Meets deadlines and executes responsibilities with minimal errors. 
- Team player who treats others with respect and consideration.
- Handles constructive criticism positively. 
- Passion for ongoing learning.

### Education 
- A financial degree is not necessary. Your major or area of concentration is less important to us than your internal drive, work ethic, and potential. We encourage you to apply, provided you share an interest in the capital markets and have demonstrated strong academic performance and professional drive.
- Minimum 3.3 GPA

Redwood is seeking a Quantitative Research Analyst to join the investment research team. This candidate should ideally already have a _CFA_ or is in the process of receiving a _CFA_ designation. Redwood Investment Management is a quantitative research focused investment firm managing over $2 billion. Redwood is the advisor to the Redwood Mutual Funds, and _LeaderShares_ ETFs. Redwood is a pioneer of the **_RiskFirst_** philosophy and process to drive better outcomes for financial advisors and their clients. Our offices are in Scottsdale, AZ. & Los Angeles, CA. This role is not remote and is in our Scottsdale, AZ office.

### Job Responsibilities:
- Support Redwood’s portfolio managers and investment team
- Conduct research & statistical analyses on securities and portfolios
- Work and manage large data sets, including unconventional data sources
- Contribute to design and build out of model architecture to quickly test recurring and new investment ideas
- Help create statistical models for market application
- Conceptualize, develop, and improve mathematical models, translating algorithms into code
- Back test for implementing trading models in a real-time environment
- Produce insightful market research content for internal use and for clients

### Job Requirements:
- Advanced training and understanding in mathematics, statistics, physics, computer science, or another quantitative field
- Strong proficiency in probability & statistics
- _CFA_ Strongly Preferred
- Industry experience with Python, Java/C, analytical packages (R, Matlab)
- Ability to communicate advanced concepts in a concise and logical way
- Proficiency in creating and using algorithms to meticulously investigate and work through large data or error-checking problems
- Ability to work in the U.S. without sponsorship

## About Redwood

#### Investor-centric money management laser-focused on drawdown risk.

Redwood Investment Management manages **_RiskFirst_** investment solutions for financial advisors and their clients. Founded in 2010 by Michael Messinger, our firm holds the foundational principle that investment success requires management of risk.

A registered investment advisor, Redwood has grown to approximately $2.7 billion in assets under management (12/31/23). We apply proprietary quantitative investment strategies as the advisor to Redwood mutual funds, _LeaderShares_ ETFs, separately managed accounts, unified managed accounts, and model portfolios.

Our team has diverse capabilities in quantitative research, investment strategy construction, and full-service partnership – as well as extensive distribution and leadership experience.

Via our **_RiskFirst_** process rooted in clear, defined, achievable expectations, we support planning-focused advisors with the goal of better outcomes for the individual investor.

Michael Messinger founded Redwood in 2010 as a money management firm rooted in quantitative research with a **_RiskFirst_** philosophy.

As Portfolio Manager, he oversees the construction, implementation and live risk management of Redwood’s U.S. equity and fixed-income strategies and funds, representing more than $2 billion in assets under management. He specializes in credit research, trading, and oversight of the firm’s **_RiskFirst_** investment process, buy-list, and portfolio compositions.

Michael directs Redwood’s tactical risk-managed and strategic asset allocation policy. He oversees the firm’s scope of client solutions, ensuring that Redwood delivers its risk-adjusted investment capabilities from multi-asset-class vehicles to ETFs.

With over 15 years of investment experience, Michael has expanded Redwood’s capabilities into tactical and strategic beta investment solutions that include _AlphaFactor_ equity strategies, _LeaderShares_ ETFs, and Dynamic/Engineered Risk-Budgeted Model asset allocation portfolios.

After close collaboration with investors and “allocators” in the leveraged finance ecosystem, he developed the initial Tactical High-Yield strategy, Defensive Credit. That research foundation helped launch the Redwood Managed Risk Plus L.P. hedge fund, the Multi-Sector Managed Risk strategy, and the Systematic Macro Trend (_SMarT_) strategy – and facilitated the implementation of strategies in mutual funds that have been awarded 5 Stars by Morningstar.

Prior to founding Redwood Investment Management, Michael worked for Riversource Investments (now known as Columbia Management), as well as ING, and began his career as an Analyst at UBS. He received his B.S. in Finance from the University of Arizona in Tucson.

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Richard Duff oversees Redwood’s investment solutions from initial ideation to final implementation and risk management. He is responsible for implementing the **_RiskFirst_** process across asset classes and serves as the portfolio manager for Redwood _AlphaFactor_ and _LeaderShares_ mutual funds and ETFs.

As Portfolio Manager, Richard directs the firm’s equity strategies, investment rules, and credit research, ensuring that portfolio construction aligns with the firm’s research and strategy objectives. He oversees Redwood’s strategic and tactical asset allocation policy implemented in the Dynamic/Engineered Risk-Budgeted Model asset allocation portfolios, representing more than $2 billion in assets under management.

Across more than two decades of senior investment management experience, Richard has led investment strategy and direction for large and small firms, with responsibility for security selection, exposure management, asset allocation positioning, process implementation, distribution teams, and framework engineering for a wide spectrum of investment management solutions.

Prior to Redwood, he joined BlackRock as a Managing Director, serving as a member of the Equity Operating Committee and the AMG Executive Team. At BlackRock, Richard managed a 100-member team with a nine-figure P&amp;L, turned around the firm’s closed-end fund franchise – including the successful launch of BlackRock’s first equity strategy closed-end funds – and led the integration of the largest retained group in BlackRock’s first investment management firm acquisition. His institutional experience includes leadership at JMP Group and OMT Capital management, where he delivered long/short and concentrated long-only equity solutions to institutional clients around the globe, including some of the largest public pension plans in the U.S.

Richard began his career as a Senior Investment Officer at Pacific Income Advisers where he was a member of the equity strategy team utilizing quantitative screening in equity portfolio management, with an AUM of more than $1 billion. Richard received his BA from the University of California, Berkeley, attended Washington and Lee University, School of Law and received his JD from the University of San Francisco, School of Law.

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Michael is Redwood’s Head of Quantitative Research and leads development, implementation, and risk management of Redwood’s quantitative investment strategies. This includes the research, design, and ongoing maintenance of Redwood’s proprietary models and algorithms.

As Portfolio Manager, he works closely with the firm’s principals and investment team to oversee the live execution and portfolio management of Redwood’s tactical risk-managed fixed-income and equity mutual funds, _LeaderShares_ ETFs, and Dynamic/Engineered Risk-Budgeted Models (DRB/ERB), representing more than $2 billion in assets.

Michael brings 12 years of direct experience in capital markets: equities, fixed income, derivatives, global macro, market microstructure, and quantitative research and execution.

Prior to joining Redwood in 2013, Michael worked as a head trader on a global equities trading desk and led a team specializing in algorithmic statistical arbitrage strategies that traded across multiple asset classes. He was a proprietary quantitative systematic trader at Agoge Capital and began his investment career at PIMCO. He studied quantitative economics and mathematics at the University of California, Irvine.

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Michael is the Portfolio Manager at Redwood Investment Management. In this role, he is responsible for portfolio implementation, trading, and performance analysis, as well as assisting the portfolio management team with research, data analysis, and testing.

Michael has experience working with a variety of analytics and trading tools including ICE Bond Point, MatLab, Bloomberg, and Stata. Prior to Redwood, Michael was a Senior Fixed Income representative with TD Ameritrade Institutional.

Michael graduated Cum Laude from the University of California, San Diego with a BS in Management Science. Michael holds the Chartered Financial Analyst (_CFA_) designation.

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As the Vice President of Marketing, Princess facilitates development and execution of market research, campaigns, collateral, and communications for Redwood and our partners. She works closely with the founders to execute marketing vision and serves as point-of-contact for support agencies, strengthening Redwood’s relationships and delivering custom solutions for advisor-partners.

Princess also assists with the production of Redwood events, webinars, videos, and literature library – ensuring consistency, alignment, and functionality across digital properties. Prior to joining Redwood’s marketing team, she worked as an Advisor Analyst, engaging financial advisors to understand their business and improve their process.

She holds a Bachelor of Science in Finance from the Eller College of Management at the University of Arizona.

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Conner is the Vice President of Advisory Solutions at Redwood Investment Management. In this role, he is responsible for developing, managing, and leading Redwood’s advisor analyst team.

Conner has experience helping financial advisors implement Redwood’s 3-Step **_RiskFirst_** process to drive better investor outcomes and enhanced client satisfaction.

Conner earned a B.S. in Economics and Supply Chain Management from Barrett the Honors College at the W.P. Carey School of Business at Arizona State University. As a student-athlete on the wrestling team at Arizona State University, Conner and his team were two time PAC-12 champions.

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John is the Chief Compliance Officer at Redwood. He has more than 20 years of experience in the financial services industry with over 17 years of compliance focused experience.

His previous roles include Chief Compliance Officer at multiple firms and as a consultant providing guidance for firms going through SEC audits.

John received his B.A. in Law and Society from University of California, Santa Barbara and his M.B.A in Finance from Loyola Marymount University.

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Craig is a Senior Compliance Associate at Redwood Investment Management. He has over 10 years of focused compliance experience in the financial services industry. 

His previous roles include being a Senior Consultant at a firm specializing in Anti-Money Laundering and Financial Crimes Investigations & Forensics for top-tier international banks and Fintech firms. Before that, he worked as a broker-dealer in the OTC market space, where he helped launch a start-up foreign intermediary broker-dealer located in George Town, Cayman Islands with a focus on international institutional investors.

Craig received his B.A. from Arizona State University, and his JD from Syracuse University College of Law. Additionally, Craig is a Certified Anti-Money Laundering Specialist (CAMS). Craig is also a proud fifth-generation Arizonan. 


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Kevin helps drive dynamic team and individual performance as a Strategic Advisor at Redwood. The Black Belt discipline of Rickson Gracie forged in Kevin an enduring fierceness that fueled him as a professional fighter in UFC and Bellator competitions. Kevin now instills that unshakable mentality across Redwood – coaching Advisor Analysts, inspiring our partners, and honing the instincts of our leadership.

Kevin guides each member of the Redwood team to chart their own course, from setting initial goals to unlocking unprecedented potential. In a financial landscape known to be hyper-competitive, he anchors us around our core values: accountability, integrity, and tireless teamwork. Through his experience, lessons, and techniques, Kevin inhabits a warrior mindset that strengthens our position, our process, and our people.

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Guillaume is an Executive Assistant at Redwood Investment Management. He serves as operational lead on executive needs and holds principal responsibility in coordinating project timelines and their deliverables through effective time management and communication.  He works directly with the Founder to create operating efficiencies and drive synergy across company platforms.

Prior to Redwood, Guillaume spent several years in logistics as a Project Manager and Compliance Manager researching, developing, and optimizing internal company processes, overseeing various construction projects, and ensuring regulatory compliance and accreditation.

Guillaume graduated from California State University Northridge with a Bachelor of Science in Marketing.

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As Redwood’s Vice President of Accounting, Christine maintains all aspects of the firm’s financial records while finding opportunities to gain efficiencies.

Before joining Redwood, Christine has 10 years of accounting experience in the construction and petroleum industry. She graduated with honors at the highest distinction with an Accounting and Business degree. She has also been a member of Phi Theta Kappa since 2013.


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Monica Helland is an Accounts Payable Specialist and Office Coordinator at Redwood Investment Management. She executes daily accounting functions and processes payments.

Monica has 10 years of accounting experience in the medical industry. She graduated from Southern Methodist University with a BS in Advertising and has an MBA from The University of Denver.

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Nick is a Research Analyst at Redwood Investment Management. In his role, Nick is responsible for conducting research to support Redwood’s strategic initiatives across all departments.

Nick earned a B.S. in Finance and Management Information Systems from the Eller College of Management at the University of Arizona.

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Tony is the Vice President of Equities & Derivatives Trade Settlement at Redwood Investment Management. He is responsible for global trade operations across Redwood’s investment strategy implementations that include equities, fixed-income, derivatives, and assisting the portfolio management team.

Tony brings over twelve years of trade operations experience. Prior to Redwood, Tony was an analyst at CIT Bank N.A. managing derivative and FX trading settlements and worked in various trading and trade operation roles at First Western Investment Management, IndyMac Bank, and Western Asset Management.

Tony graduated from California State University Northridge with a B.S. in Finance.

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Daniela is a Senior Analyst in the Equity Derivatives Trade Settlement at Redwood Investment Management. She monitors risk across global trade operations within Redwood's investment strategy implementation.

Prior to joining Redwood, Daniela worked as a Senior Analyst in the Equities Derivatives group at Goldman Sachs, Salt Lake City. She specialized in risk mitigation across synthetic product groups for some of the firm's top clients while monitoring portfolios and adhering to various client inquiries and financial services.

Daniela graduated from Arizona State University with a B.S. in Marketing and an MBA in Applied Leadership and Management.


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Kaitlyn is the Operations Manager at Redwood Investment Management. She is responsible for ensuring client satisfaction and firm success through advisor-client interaction, account administration and trade-request assistance.

Prior to Redwood, Kaitlyn gained experience as a registered representative for a broker-dealer in the OTC market space, and client services for a large brokerage and investment services company. Kaitlyn was responsible for various account administrative tasks, due diligence research, client inquiries, and financial services. 

Kaitlyn graduated from the University of Northern Colorado’s Monfort College of Business with a B.S. in finance and minor in economics. During the spring semester of 2021, Kaitlyn was a part of the Student and Foundation Fund’s portfolio management group. Kaitlyn played on the Women’s Soccer team and was a member of the Student-Athlete Advisory Committee. 


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Ashlyn is an Operations Associate at Redwood Investment Management. She is responsible for ensuring client satisfaction and firm success through advisor-client interaction, account administration and trade-request assistance.

Ashlyn earned a Bachelor of Science in Business Management from the Eller College of Management at the University of Arizona.

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Hector is the Vice President of CRM at Redwood Investment Management. As CRM Manager, Hector works with the Data, Marketing and Analyst Advisor teams to optimize Salesforce and Pardot as sales and marketing tools.

Before joining Redwood, Hector put his Salesforce certifications to work by serving as a consultant for a Fortune 500 company and Federal Government agencies.

Hector attended the University of Arizona Eller College of Management, earning a degree in Management Information Systems.

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Jason is a Data Analyst at Redwood Investment Management. He maintains and enhances data pipelines, ensuring seamless transactions between custodians and internal systems. His work guarantees that the investment and sales team have accurate data to make informed decisions that help clients achieve their financial goals. 

Jason earned a Bachelor of Science in Statistics and Data Science from the University of California, Santa Barbara and was part of the UCSB Data Science Club. 

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Cody Stocker is the Creative Director at Redwood Investment Management. He is responsible for the execution of Redwood’s brand identity across all platforms of media, print, digital and to create an overview brand for clients.

Prior to joining Redwood, Cody worked for R&R Partners designing assets and content for clients like Las Vegas, Discover Puerto Rico and NFL.

Cody graduated Summa Cum Laude from Herberger Art Institute at Arizona State University with a B.S. in Graphic Design.

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Dylan Greenwald is a Graphic Designer at Redwood Investment Management. He is responsible for helping with the execution of Redwood’s brand identity across all platforms of media, print, digital and to create an overview brand for clients.

Dylan graduated from Eastern Washington University’s College of Arts, with a B.S. in Visual Communication & Design.


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As a Marketing Associate at Redwood, Caitlyn helps execute the team’s marketing vision by updating client-facing collateral across platforms, driving campaigns, and compiling data for strategic review.

Before joining Redwood, Caitlyn worked at a Wealth Management firm doing their admin and honed a Client Service role. Caitlyn earned a Bachelor of Science in CYAF and a minor in Education from the University of Nebraska Lincoln.

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Lillie is a Marketing Associate at Redwood Investment Management. In this role, she is responsible for helping execute the team’s marketing vision by updating client-facing collateral across platforms, driving campaigns, and compiling data for strategic review.

Lillie holds a Bachelor of Arts in Communication and a minor in Public Relations from the University of Arizona.

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Steve is a seasoned investment management executive with over 30 years of experience in the investment management, banking, institutional trading and institutional  investment industries. Leveraging his vast experience with large asset allocators, Steve will help drive growth into large relationships as Senior Vice President, National Accounts at Redwood.

Steve most recently managed the largest and most complex client relationships for Russell Investments across the Northeast.  In this role, he led the development of lasting partnerships with his clients through custom solution development spanning advice, investment management and portfolio implementation across both traditional and alternative investments.

Previously, he drove product development and revenue growth in leadership roles at Merrill Lynch, PNC Bank and Russell Investments, where he managed the global portfolio implementation business for many years. He brings expertise in portfolio construction and implementation, trading, and alternatives including real estate, infrastructure and  private credit, excelling in engaging with  large institutions through high-leverage sales strategies. 
Steve holds a B.S. in Mathematics from the University of Washington and is a CAIA charterholder.

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Dylan is a Regional VP at Redwood Investment Management. In this role, he partners with financial advisors to drive better investor outcomes and enhanced client satisfaction via the RiskFirst® philosophy.
 
Dylan graduated Cum Laude with a Bachelor of Science in Marketing and Management from Barrett the Honors College at the W.P. Carey School of Business at Arizona State University. As an ASU student-athlete on the varsity cross-country and track teams, he competed at multiple Pac-12 championships where the team recorded a top-10 finish in the NCAA and fourth in the conference. At ASU, Dylan was elected president of the Student-Athlete Advisory Committee and was a member of W.P. Carey Leaders Academy.


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Matt is a seasoned investment management executive specializing in business development, consultative sales, and alternative investments. As Regional Vice President at Redwood, he manages investment advisor relationships across TX, LA, OK, and AR, aligning innovative investment solutions with client needs.

Previously, he drove revenue growth and exceeded sales targets in leadership roles at Kestra Financial, Janus Henderson, and BlackRock. He brings expertise in alternative investments, private credit, and wealth management solutions, excelling in advisor engagement and high-impact sales strategies.
Matt holds a BBA in Finance from The University of Texas at Austin and is a CFA charterholder.

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Barry Nelson is a seasoned investment management executive with over 30 years of experience in the investment management, banking and alternative investment industries. Barry is a native Minnesotan and currently lives in Kansas City, so his role as Regional Vice President covering the Heartland is a natural fit.

Barry has a variety of experience including driving revenue growth at Columbia Threadneedle, Allianz Life and US Bank. Barry started this journey as a currency trader, has participated on an investment committee running $30 Billion, has lead sales teams, teaches Digital Asset courses, and has written the book “Get Good: The 7 Habits of Successful Financial Professionals.

Barry also has experience as a HNW Financial Advisor, building a $280MM book based on 29 households. His experience as a Financial Advisor at Ameriprise, Raymond James and US Bank has helped him build consultative sales tools that help Financial Advisors thrive.

As the longest tenured FINRA licensed Certified Exit Planning Advisor (CEPA) in the KC region, he has helped countless business owners prepare for their liquidity event and his seminars on the topic boast a 40% engagement rate from attendees. Additionally, he will graduate from the University of East London with his MBA in June 2025.

Helping you is his privilege. If you are a financial professional that assigns a high price to the value of your time, give Barry a call.

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John is an Advisor Analyst at Redwood Investment Management. In this role, he partners with financial advisors to drive better investor outcomes and enhanced client satisfaction via the RiskFirst® philosophy.

John earned a Bachelor of Science in Finance from the Eller College of Management at the University of Arizona.

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Chauncey is an Advisor Analyst at Redwood Investment Management. In this role, he partners with financial advisors to drive better investor outcomes and enhanced client satisfaction via the RiskFirst® philosophy.

Chauncey earned a Bachelor of Science in Finance from the W.P. Carey School of Business at Arizona State University.

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Bryan is an Advisor Analyst at Redwood Investment Management. In this role, he partners with financial advisors to drive better investor outcomes and enhanced client satisfaction via the RiskFirst® philosophy.

Bryan earned a Bachelor of Science in Business Management with a minor in Global Business from the Eller College of Management at the University of Arizona.

About Redwood

Investor-centric money management laser-focused on drawdown risk.

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Scottsdale, AZ