Index Portfolio Management Analyst
Core
Execute periodic index reconstitution and rebalance models to determine security selection and portfolio allocation for global client products.
Role type
Analyst, Index Portfolio Management
Builds
Index models and portfolio allocation strategies
Domain
Financial services / Indexing
Deliverable
production ML models | product features
Required skills
R, Databricks, SQL, quantitative analysis, data validation, process documentation
Preferred skills
none stated
Technologies
R, Databricks, SQL
Responsibilities
Execute periodic index reconstitution and rebalance models; Perform independent review and validation of model outputs and underlying data sets; Maintain process documentation for data sources, indexes, and workflows; Collaborate with internal and external partners to communicate findings and support product enhancements.
Seniority
Entry-level (0-3 years experience)