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; CFA charterholder or progress toward CFA designation a plus
Nice To Haves
- experience using AI tools for research, analysis, and workflow automation a plus
- Experience with Bloomberg and OMS/EMS platforms such as AIM, EMSX, Aladdin, or Charles River a plus
- 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)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
