Analyst, Index Management
Core
Maintain high-profile US and Canadian equity, dividend, and thematic indices by calculating data, applying corporate actions, and performing analytical research to ensure indices align with methodology.
Role type
Analyst, Index Management
Builds
Real-time and end-of-day index data for clients and end users
Domain
Financial markets / Index methodology
Required skills
Financial index calculation, corporate action research, index rebalancing, financial data interpretation, Python, SQL, VBA, Excel, analytical research
Preferred skills
CFA charter, advanced degree in business/math/economics/finance, experience with stock-screening
Technologies
Python, SQL, VBA, Excel, Word
Responsibilities
Calculate S&P and Dow Jones branded indices ensuring timely and accurate delivery of real-time and end-of-day data; Ensure corporate actions affecting constituents are correctly applied in proprietary systems; Perform analytical research on companies to determine index composition; Perform index rebalances by interpreting methodology and running models for adds/drops; Make presentations of original analysis to index committees; Manage relationships with Product Management, Client Coverage, Index Services, and IT Support; Update index methodology in coordination with clients and staff.