Job Purpose:
- The team is responsible for developing original research, market insights, and educational materials for financial advisors, self-directed investors, and senior internal stakeholders regarding the firm’s more than sixty ETFs
- This is a high visibility role that will report to the Head of Research & Strategy and will be responsible for regularly researching and developing written research content and delivering live presentations and webinars.
Your Responsibilities:
- Regularly develop research content for www.globalxetfs.com/research that is insightful, engaging, original, and accurate. Such research includes insights, reports, and webinars on technology and consumer-related topics such as robotics, artificial intelligence, fintech, the internet of things, cloud computing, and more
- Become a functional expert in thematic investing and participate in calls, in-person meetings, and branch presentations to educate financial advisors on our thematic suite of ETFs
- Update the broader Global X team (including senior leadership and members of the sales team) on news and information affecting our funds and the general markets
- Apply knowledge of technology and global markets to identify trends and patterns for informing new ETF-investment ideas
- Conduct attribution analyses on Global X’s ETFs to understand key macro- and micro-drivers of fund performance
- Support portfolio managers and financial advisors regarding incorporating thematic ETFs into portfolios
- Utilize research tools that include Bloomberg, Factset, and Morningstar Direct to influence the origination of research ideas and analyses.
Skills and Qualifications:
- Strong background in financial research and analysis
- 2-5 years’ experience working in ETF or equity research, investment banking, venture capital, or management consulting, with exposure to emerging technologies and/or consumer trends
- Bachelor’s degree in finance, business, economics, mathematics, engineering, computer science, or related fields
- Keen and demonstrated interest in disruptive technologies
- Adept at synthesizing and concisely communicating nuanced ideas to investors and senior leadership
- Excellent written and verbal communication skills (writing sample will be requested)
- Excel at working in a dynamic environment balancing multiple projects
- Exemplify the Global X client-first culture; believe in and use team-based thinking and execution
- Progress towards CFA designation preferred
- Experience using financial software (Bloomberg, Factset, or Morningstar Direct), including Excel APIs
- Series 7/63 (will be required within first few months of start date).
Source: for more information click here.