Job Purpose:
- The ETF Investment Strategist role is specifically designed to help support the growing business in developing investment strategies for ETFs and supporting sales efforts
- An ideal candidate would have experience working with the entire life-cycle of systematic investment strategies with client-facing responsibilities
- We are looking for a candidate with an entrepreneurial mindset and be able to proactively contribute to the overall growth of our business.
Your Responsibilities:
Strategy Design, Index Development and Maintenance (60%)
- Actively engage in the full lifecycle of a systematic investment strategy/index that covers idea origination, investment strategy design, index development and index reconciliation
- Proactively work with various teams (index solutions, product, legal, sales, marketing, portfolio management, IT, data management and others) within the firm to complete projects and identify synergies
- Meet tight product development deadlines to help with the expansion of the ETF business
- Originate ideas based on client feedback, market research and internal discussions
- Actively contribute towards the development and evaluation of thematic, commodities, factor based and fixed income strategies/indices
- Evaluate potential data contributors who provide data and research services that are specific to certain sectors, themes and industry
- Contribute towards various tasks involved in the ETF launch process
- Work with the product development/legal team to conduct periodic index due diligence, prepare fund supplements and product prospectuses and provide on-going support as required
- Reconcile index compositions with index providers around index rebalancing
- Work with the portfolio managers to incorporate their inputs into strategy design
Data Analytics (20%)
- Develop models to illustrate the performance and risk characteristics of funds, indices and strategies
- Develop of tools to assist management team to monitor and assess performance of business and products
- Quantitative competitive comparisons of different indices and strategies including factor attributions
- Developing reports with charts, graphs and commentary to articulate performance and risk characteristics of indices / strategies
- Proactively look for opportunities to automate and improve team efficiency
Sales and marketing (20%)
- Integrate the use of quantitative models in our distribution and product development efforts
- Involvement in key client pitches on specific products
- Help with responding to client queries, running ad hoc analysis and providing solutions
- Conduct training sessions for the sales team to educate them on the messaging, positioning of ETF range and new developments in the market
- Carry out market research and competitor analysis to identify opportunities and gaps in the market
- Assist with the creation and maintenance of marketing collateral including presentations, reports and brochures.
Skills and Qualifications:
- MSc/PhD in: Computational Finance, Mathematics, Financial Mathematics, Financial Engineering, Computer Science, Physics, Engineering, Economics (with a strong element of econometrics), Statistics, or a related field
- Minimum of 2-3 years of experience working with systematic investment strategies, developing indices and drafting of index methodology documents
- Programming languages: Excellent knowledge of Python, VBA, SQL
- Strong verbal and written presentation skills in English required
- A strong understanding in linear regression, time series analysis, and hypothesis testing
- Understanding of regulatory index rules and UCITS investment restrictions would be helpful
- Exceptional attention to detail
- Ability to work in a demanding environment
- An understanding of how ETFs work and are traded would be helpful
- Proficiency in European language(s) would be helpful.
Source: for more information click here.