Geode’s equity index team manages over $450b in global equity assets including US, developed, international, emerging markets and factor indices. The vehicles managed include ETF’s, separately managed accounts, and sub-advised mutual funds for both domestic and international investors. The Index Analyst will become an integral member of a team responsible for managing passive strategies.
Responsibilities:
- Conduct day to day analysis of index change events that impact the performance of all index funds
- Continually communicate with outside constituents to gather information to assist in the decision process including vendors and brokers
- Produce recommendations to the Portfolio Managers for implementation
- Conduct performance attribution analysis
Qualifications:
- Must possess 3+ years of experience in a similar position and an in-depth knowledge of index portfolio management
- High level of understanding of investment impact of corporate actions and index change events as well as trading strategies
- Experience using sql, Bloomberg and benchmark databases
- Solid working knowledge of Excel, macros, database queries, and database reports
- Comprehensive analytical and organizational skills are essential
- A self-motivated team player capable of working well with colleagues across the business. Confidence taking responsibility for all kinds of tasks, processes and projects
- Enjoys working in a collegial environment & thrives in an intense & dynamic organization
- BA Degree in Finance or Business or Related Field
- Master’s degree, CFA or progress towards completion of CFA preferred