Job Purpose:

  • The successful applicant will be a part of a growing quantitative equity investment team, focusing on portfolio and risk management as well as efficiency / process automation / innovative strategy development.
  • The short to intermediate term goal of the position is to support the implementation of ETF and Passive portfolio management strategies.
  • The investment focus is on equities in the United States, Developed, Emerging and Frontier markets.
  • The long-term goal of the position is to establish a foundation for the next generation of portfolio management expertise needed to sustain investment management excellence over a long period of time.
  • This position will appeal to highly motivated individuals with an interest in the application of finance, economics, engineering, sciences, accounting or mathematics to quantitative portfolio management.

Responsibilities:

  • The successful applicant will work directly with Portfolio Managers, becoming familiar with their products and portfolios, and understanding the investment processes of ETF, index, smart beta and other long-only structured equity product structures.
  • The successful applicant will support ETF implementation, including order creations and redemptions, as well as well as trading activities related to index reconstitutions and rebalances.
  • The successful applicant will be responsible for monitoring daily corporate events, managing cash flows and custodial activities, and handling FX, custodial and settlement issues as they arise.
  • The successful applicant will be responsible for analyzing fund performance and attribution data, and prepare reports and data sets for internal departments and external providers.
  • Over time, the successful applicant will assume more responsibilities and will coordinate with multiple constituencies including product developers, traders, risk managers, legal counsel, custodians and index providers.
  • The successful applicant will be required, on a rotating basis, to work normal hours but during non-standard times to accommodate the nature of international markets.
  • Over time, the applicant will be responsible for mastering the financial and quantitative principles that serve as the foundation of the portfolio and risk management processes used to create value in client portfolios.

Skills and Qualifications:

  • 3-5 years minimum related experience.
  • BA, BS or master’s degree that demonstrates intellectual ability and rigor.
  • Working knowledge and experience with ETF operational mechanics.
  • Established and demonstrated work ethic and willingness to invest in their careers.
  • Strong organizational skills coupled with an ability to take initiative.
  • A working knowledge of Excel, macro implementation and VBA or the equivalent.
  • The ability to integrate and function effectively on a team that places clients first and is dedicated to sustaining excellence.
  • A career desire that includes continuous learning (advanced degrees) and professional accreditation (CFA).
  • An ability to focus and pay attention to detail in a long term sustainable manner.
  • The ability to work effectively under multiple and tight deadlines.
  • Knowledge and experience with emerging markets is a plus.
  • BA, BS or master’s degree in engineering, economics, the sciences or finance a plus.
  • Practical knowledge of index construction methodologies a plus.
  • SQL, Python, Perl, C/C+ programming or AI development skills a plus.

Source: for more information click here.

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