FOO Analyst, ETF & Index Equity NA
About The Position
The FOO Analyst, ETF & Index Equity NA will be primarily responsible to support the Portfolio Managers in daily portfolio management through implementation, execution and monitoring of ETF and SMA index-based products domiciled in the US, Canada, and Europe. The candidate should have a good understanding of corporate actions and financial markets. The candidate should have a good working knowledge of how an exchange-trade fund works. The position will utilize various reporting tools and systems to ensure portfolios effectively track associated indices. The candidate will be responsible for using a systematic approach to data, technology, and processes to ensure portfolios can be implemented efficiently with a high level of accuracy. The position is a team-based role and as such the candidate will be required to perform other duties that may not be directly related to index tracking or portfolio management. The Analyst will leverage technical skills to deliver high quality work and asks for assistance when needed. The role will work closely with Portfolio Management, ETF Operations, Trading, and other various groups within Invesco as well as at external partners.
Requirements
- 0 to 3 years of work experience in the financial services industry or education in a related field of study.
- Basic knowledge of Excel
- Good verbal and written skills ensuring effective communication.
- Ability to work effectively in a team environment.
- Must be able to multitask different initiatives at once, take direction well, and strong follow through skills are needed.
- Ability to systematically follow established processes while considering when deviations may arise.
- Acute attention to detail.
Nice To Haves
- Knowledge of VBA, Python, or other related languages a plus.
Responsibilities
- Aid in the rebalance of portfolios as required to ensure funds track associated indices effectively and efficiently.
- Daily monitoring of funds and indices to ensure execution of scheduled and non-scheduled events such as custom order activity, corporate actions, cash management and rebalances.
- Partners with tenured analysts on issues that may impact trading or tracking by the fund to its Index.
- Oversite of exception reporting to ensure funds meet investment objectives.
- Assist with Projects related to new product launches, risk reduction in terms of financial and process, and process as well as technology improvements.
- Support for client inquiries from portfolio managers, capital markets, and other groups.
- Demonstrate expertise in activities assigned and identifies and implements improvements.
- Proactively engages team lead and/or manager to help prioritize work to ensure alignment to departmental priorities.
Benefits
- Flexible paid time off
- Hybrid work schedule
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
