Associate, Portfolio Management - Index Investment
Core
Managing ETF portfolios including daily construction, liquidity, FX, and hedging while driving process enhancements and automation.
Role type
Associate, Portfolio Management (Index Investment)
Builds
Taiwan-domiciled passive ETFs
Domain
Financial Services / Index Investing / ETFs
Deliverable
production ML models | product features
Required skills
Portfolio construction, Liquidity management, FX management, Corporate action analysis, Primary market activities, Hedging, Risk management, Performance attribution, Equities, Fixed income, Derivatives
Preferred skills
Python, SQL, VBA, Prompt engineering, AI/ML techniques
Technologies
Python, SQL, VBA
Responsibilities
Perform daily portfolio management activities including liquidity, FX, rebalancing, and hedging; Develop and implement best-practice portfolio management processes; Partner with operations, risk, and data teams to drive process improvements; Engage with business partners, clients, and liquidity providers; Collaborate to design and launch new portfolios; Communicate portfolio positioning and strategy to stakeholders; Automate workflows and enhance investment processes using Python and AI/ML.
Seniority
Associate, 3-5 years experience