Analyst, Index Management
Core
Maintain high-profile US and Canadian equity, dividend, and thematic indices by calculating data, applying corporate actions, and performing rebalances in accordance with methodology.
Role type
Index Analyst (Financial Data & Methodology)
Builds
Real-time and end-of-day index data for clients and end users
Domain
Financial Markets / Index Management
Required skills
Financial index methodology, corporate action research, equity analysis, financial data interpretation, index rebalancing, analytical research, data compilation, documentation, Excel, SQL, Python, VBA
Preferred skills
CFA charter, Advanced degree in business/math/economics/finance, experience with stock-screening
Responsibilities
Calculate S&P and Dow Jones branded indices ensuring timely and accurate delivery of data; Ensure corporate actions are correctly applied in proprietary systems; Perform analytical research to determine index composition; Perform index rebalances by running models and implementing changes; Make presentations of original analysis to index committees; Manage relationships with Product Management, Client Coverage, and IT groups; Update index methodology in coordination with clients and committees.