Job Purpose: 

  • The Passive Funds Research team seeks an Analyst to conduct detailed analysis of ETFs, other exchange-traded products and traditional index funds
  • This research is intended to help individual and professional investors better employ these investments in a portfolio.

Your Responsibilities:

  • Evaluate the investment merits of passively-managed products and author research reports
  • Analyze the construction of these products, role in a portfolio, and fees
  • Create content that surfaces investment ideas, such as industry developments and portfolio construction insights
  • Contribute to in-depth industry studies
  • Collaborate with the data team to help identify areas of improvement.

Skills and Qualifications:  

  • Passion for investing
  • Strong communication, writing and time management skills
  • Three years of relevant work experience in an investment research setting
  • Fluency in the core tenets of our investment philosophy and modern portfolio theory
  • Broad-based investment knowledge is needed, as is a readiness and ability to apply our stock and mutual fund research when analyzing exchange-traded products and other index-tracking products
  • Quantitative skills are a plus
  • European language skills are a plus
  • A bachelor’s degree is required; a CFA designation or MBA is preferred.

Source: for more information click here.

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