Previous Job
Financial Portfolio Analyst
Ref No.: 19-01401
Location: Fort Mill, South Carolina
Position Type:Direct Placement
Duration: Direct Hire/Permanent Placement
Compensation: up to $50k Base + Bonus + Benefits

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

  • The Portfolio Analyst role sits within Research & Analytics which is part of the Information Services Division.
  • As a member of the Index Review team, you will be responsible for the support/assisting of the periodic index reviews and rebalances of the FTSE (Financial Times Stock Exchange). 
  • 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 any issues/concerns and report exceptions in a timely manner.
  • Timely investigation and resolution of any client queries.
  • Highlight and recommend any process improvements or efficiencies that will improve the levels of quality, productivity and client service.
  • Promote a good teamwork ethic across the teams (including other offices), actively encouraging interaction and providing assistance to others where required.
  • Bachelor's degree in finance, economics, or equivalent experience.
  • Must have very strong expertise with MS Excel as well as a structured programming language such as VBA or SQL.
  • 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.
  • Any understanding of investment management and portfolio construction across various asset classes will be helpful. 
  • Any knowledge of performance measurement and portfolio analysis concepts also helpful.