Conduct data analysis on the results of index rebalances to ensure the accuracy and quality of the changes of the review
Conduct eligibility checks on equities potentially entering FTSE Russell indices
Demonstrate good communication skills and the ability to articulate the effects and impact of the index rebalance/reviews on end clients through timely investigation and resolution of any queries
Raise any issues/concerns to the line manager and report exceptions in a timely manner
Highlight and recommend process improvements to your line manager that will improve the levels of quality, productivity & client service
Strive to constantly improve your skills through training & development opportunities
Support the onboarding of new business, methodology updates to the team through precise and accurate documentation
Partnership and collaboration across teams by actively encouraging interaction and providing assistance to others where required

Bachelor’s degree or equivalent experience
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
Excel proficiency as well as experience with a structured programming language such as VBA or SQL
MS or MBA in finance, financial engineering, economics, statistics

Index Review Analyst

Key skills