Funds & ETF Expert
Core
Lead the development of automated fund analysis models by analyzing fund methodologies, prospectuses, and performance metrics to translate them into structured logic for FinTech products.
Role type
Senior Funds & ETF Specialist (FinTech)
Builds
Automated fund reports, ratings, and analysis models
Domain
Financial services / Investment management / FinTech
Deliverable
production ML models
Required skills
Fund analysis, ETF expertise, prospectus analysis, quantitative performance data analysis, data standardization, technical specification writing, algorithmic logic translation
Preferred skills
Global fund market experience (US ETFs, European UCITS), fixed income and equities knowledge, R&D collaboration, SQL, Python, advanced Excel, Morningstar Direct, Bloomberg, Lipper, FactSet
Technologies
SQL, Python, Excel, Morningstar Direct, Bloomberg, Lipper, FactSet
Responsibilities
Decode global mutual fund and ETF methodologies to build financial and quantitative logic for automated reports; Design methodologies to normalize and standardize fragmented fund data; Translate complex fund structures and market dynamics into technical specifications for R&D teams; Ensure professional standard, reliability, and financial accuracy of automated models and reports.
Seniority
Senior, hands-on IC