FOO Analyst, ETF & Index Equity NA
Core
Support Portfolio Managers in daily management of US, Canada, and Europe ETF and SMA index-based products through implementation, execution, and monitoring to ensure effective index tracking.
Role type
Analyst, ETF & Index Equity Operations
Builds
ETF and SMA index-based products domiciled in the US, Canada, and Europe
Domain
Financial Services / Investment Management / ETF Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Corporate actions knowledge, Financial markets knowledge, ETF mechanics understanding, Excel proficiency, Data analysis, Process improvement, Exception reporting, Portfolio rebalancing support, Client inquiry support, Technical scripting (VBA/Python)
Preferred skills
VBA, Python, Related field education
Technologies
Excel, VBA, Python
Responsibilities
Aid in portfolio rebalancing to ensure funds track indices, Daily monitoring of funds and indices for corporate actions and cash management, Partner with analysts on trading and tracking issues, Oversee exception reporting, Assist with new product launches and process/technology improvements, Support client inquiries from portfolio managers and capital markets
Seniority
Junior, 0-3 years experience