Index & ETF Investment Specialist – Technology & Automation
Core
Develop and enhance in-house business development and sales-enablement tools to automate the production of investment materials, competitor analysis, and market insights for the Index and ETF franchise.
Role type
Investment Specialist (Technology & Automation)
Builds
Automated sales-enablement tools, portfolio analysis reports, and client presentation materials for the Index & ETF platform.
Domain
Asset Management / Index & ETFs / Financial Technology
Deliverable
product features
Required skills
Python (pandas, NumPy), VBA, Microsoft stack development, GitHub version control, financial market knowledge, index strategies, portfolio attribution, risk reporting
Preferred skills
Flask, JavaScript, HTML/CSS, investment management experience, benchmark analysis
Technologies
Python, VBA, GitHub, Flask, JavaScript, HTML/CSS
Responsibilities
Develop and enhance in-house business development and sales-enablement tools; Automate processes for portfolio breakdowns, index construction, and risk reports; Analyze and attribute portfolio performance; Support Distribution and Investment Specialists with client servicing and new business pitches; Participate in quantitative and qualitative research for product positioning.
Seniority
Mid-level, hands-on IC