ETF Investment Analyst
Core
Assist with ETF portfolio management, including trade execution, rebalancing, cash management, corporate actions, risk monitoring, and performance analysis for equity, fixed income, and derivatives-based ETFs.
Role type
ETF Investment Analyst
Builds
ETF strategies and portfolio implementations
Domain
Asset Management / Capital Markets
Required skills
ETF portfolio management, trade execution, rebalancing, cash management, corporate actions, risk monitoring, performance analysis, ETF market research, index methodology analysis, liquidity analysis, investor trend analysis, capital markets knowledge, derivatives exposure support, portfolio implementation, fund launch support, investment analysis, client materials preparation, portfolio management systems support, automation support, investment analytics enhancements
Preferred skills
Derivatives exposure, risk management concepts, Python, SQL, VBA, R, CFA, FRM
Technologies
Bloomberg, Python, SQL, VBA, R
Responsibilities
Assist with ETF portfolio management, including trade execution, rebalancing, cash management, corporate actions, risk monitoring, and performance analysis; Support the management of equity, fixed income, and derivatives-based ETF strategies; Monitor derivatives exposures and support portfolio implementation; Conduct research on ETF markets, index methodologies, liquidity, and investor trends; Collaborate with Capital Markets, Product, Sales, Risk, Compliance, and Operations teams on fund launches and ongoing management; Participate in ETF product development and prepare investment analysis and client materials; Support portfolio management systems, automation, and investment analytics enhancements