Responsibilities
- Conduct data analysis on the results of index rebalances to ensure the accuracy and quality of the changes of the review.
- Conduct eligibility checks on equities potentially entering FTSE Russell indices.
- Demonstrate good communication skills and articulate the effects and impact of the index rebalance/reviews on end clients through timely investigation and resolution of any queries.
- Raise any issues/concerns to the line manager and report exceptions in a timely manner, and recommend process improvements that will improve levels of quality, productivity & client service.
- Strive to constantly improve your skills through training & development opportunities.
- Support the onboarding of new business and methodology updates to the team through precise and accurate documentation.
- Facilitate partnership and collaboration across teams by actively encouraging interaction and providing assistance to others where required.
Qualifications / Experience
- Bachelor’s degree or equivalent experience.
- Understanding of investment management and portfolio construction across asset classes.
- Knowledge of performance measurement and portfolio analysis concepts.
- Excellent organizational skills and attention to detail.
- Excel proficiency and experience with a structured programming language such as VBA or SQL.
- Additional qualifications: MBA in finance, financial engineering, economics, statistics.
Career Stage
Associate
Benefits
- Healthcare.
- Retirement planning.
- Paid volunteering days.
- Wellbeing initiatives.
Equal Employment Opportunity Statement
We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
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