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Research and Analytics Index Analyst
Ref No.: 19-01401
Location: Fort Mill, South Carolina
Position Type:Direct Placement
Duration: PERM Placement
Compensation: Open

*** U.S. Citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time. ***

Responsibilities/Requirements:
  • The Index Analyst role sits within Research & Analytics which is part of the Information Services Division.
  • As a member of the Index Review team, the individual will be responsible for the support/assisting of the periodic Index reviews and rebalances of the FTSE 
  • Conduct the periodic rebalance process of indices and/or the associated implementation of any changes, in accordance with review schedule.
  • Conduct eligibility checks on stocks potentially entering FTSE Russell indices, such as liquidity and free float.
  • Conduct comprehensive data analysis on the results of index rebalances to ensure the accuracy and quality of the changes of the review.
  • Demonstrate the ability to communicate and articulate the effects and impact of the index rebalance/reviews on end clients.
  • Escalate to line manager any issues/concerns and report exceptions in a timely manner.
  • Timely investigation and resolution of any client queries relevant to your role and areas of expertise.
  • Highlight and recommend to your line manager any process improvements or efficiencies that will improve the levels of quality, productivity & client service.
  • Participate as and when required in any projects or initiatives, supporting the on-boarding of new business into the team.
  • Promote a good teamwork ethic across the teams (including other offices), actively encouraging interaction and providing assistance to others where required.
  • With limited supervision, the individual will deliver each of the key objectives of the role identified above, working to strict deadlines and to the highest degree of accuracy. It is therefore expected that the individual will have:
  • A degree in finance, economics, or equivalent experience required.
  • Understanding of the investment management and portfolio construction across asset classes.
  • Knowledge of performance measurement and portfolio analysis concepts.
  • Excellent organizational skills and attention to detail with the ability to prioritize effectively, handle multiple projects under tight deadlines, identify/ flag/resolve potential issues early on.
  • Demonstrated proficiency with Excel as well as a structured programming language such as VBA or SQL.
  • MS or MBA in finance, financial engineering, economics, statistics, or other quantitative fields a plus.
  • CFA, CAIA designations (or participation in the programs) viewed very favorably.