Associate, Portfolio Management - QFI
About The Position
Global X ETFs is seeking a highly motivated professional to join the Quantitative & Fixed Income Investment (QFI) Team. This is a buy-side ETF portfolio management role; the PM Associate will work alongside senior Portfolio Managers and Traders in the day-to-day management of a growing suite of ETFs spanning equities, fixed income, and derivatives in both index-based and actively managed strategies. The role operates in a trading-desk environment and combines continuous intraday portfolio monitoring and implementation with the development of reporting, analytics, and automation. The PM Associate will regularly collaborate with Trading & Capital Markets, Portfolio Administration, Risk, Compliance, Technology, and Product Development. The PM Associate is expected to manage concurrent market-driven priorities, exercise judgment under time constraints, and communicate and escalate issues promptly. The ideal candidate is self-directed, takes ownership of recurring responsibilities through to completion, and brings a strong foundation in portfolio management or trading, ideally within the ETF ecosystem.
Requirements
- 2-5 years of professional experience in a time-sensitive investment, trading, or operational environment, ideally in portfolio management or trading within the ETF ecosystem
- A track record of owning recurring processes with daily or intraday deadlines and following them through to completion
- Advanced Excel skills and demonstrated working proficiency with Python or SQL; experience using AI tools for research, analysis, and workflow automation a plus
- Strong analytical and problem-solving skills, with excellent attention to detail and concise, effective communication
- Experience with Bloomberg and OMS/EMS platforms such as AIM, EMSX, Aladdin, or Charles River a plus
- Bachelor’s degree required
Nice To Haves
- CFA charterholder or progress toward CFA designation a plus
Responsibilities
- Support the ETF portfolio management and investment process across a suite of funds with distinct investment objectives, including:
- Monitor positions, cash, fund flows, exposures, performance, and scheduled events throughout the trading day
- Prepare trade recommendations across equities, fixed income, and derivatives, including futures, swaps, and listed and FLEX options, in support of portfolio rebalances, creation/redemption activity, and cash management
- Investigate portfolio and operational exceptions, communicate findings, and escalate issues to the team in a timely manner
- Build, maintain, and enhance the reporting, analytics, and operational infrastructure used to manage the funds, using Excel, Python, SQL, and AI-enabled automation
- Support new product and fund enhancement initiatives by evaluating portfolio implementation, operational, structural, and governance considerations
Benefits
- Competitive base salary with annual performance-based bonus
- Comprehensive medical, dental, and vision insurance
- 401(k) retirement plan with company matching
- Generous paid time off and company holidays
- Professional development and continuing education opportunities
- Hybrid work flexibility
- Life and disability insurance
- Wellness programs and employee assistance program (EAP)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
