(Senior) Associate – Equity Indexing
Core
Key partner for clients in delivering and managing index rebalances, custom equity baskets, and investable index strategies.
Role type
Senior Associate – Equity Indexing (Client-facing implementation & operations)
Builds
Custom equity baskets, investable index strategies, and index rebalancing workflows
Domain
Financial services / Indexing / Equity Markets
Required skills
Index management, portfolio management, equity markets, client relationship management, data validation, project coordination, Python, SQL, API integration
Preferred skills
Experience with data vendors (FactSet, Refinitiv, Bloomberg), VBA, index calculation engine testing
Technologies
Python, SQL, VBA, APIs, FactSet, Refinitiv, Bloomberg
Responsibilities
Serve as main point of contact for client index rebalancing; Execute and validate index rebalances and weight changes; Partner with Delta One desks to manage custom equity baskets; Coordinate internal and external client projects from requirements to delivery; Test new features of the index calculation engine; Identify improvements for accuracy and scalability
Seniority
Mid-Senior, hands-on IC