GD Research Center - Index Research Role - Equity Analysis

Job Description

- Index construction and maintenance of various Equity, Thematic, Capped, Custom and ESG Indexes including the quarterly and semi-annual rebalancing of indexes, the analysis and recommendation of securities for index additions and/or deletions

- Monitor developments in the investment management process and evaluate the continued relevance of the index methodologies in line with trends in investment styles

- Prepare and present various index methodological reports to the equity decision committees, participate in product enhancement and product development efforts

- Recommend methodology enhancements in close consultation with clients and investment managers. Draft index guidelines and prepare supporting documents/analysis

- Supervise daily production including corporate action adjustment across indices, applying reinvestment ratios on live indices and custom baskets, sanity check for prices, late/bulk announcement of corporate actions etc.

- Ensuring the integrity of historical index data including restatement of index levels with special emphasis on audit requirements at the same time performing & enhancing quality assurance checks for publications

- Creating test case scenarios, testing the migrated data in UAT database, giving sign off for test cases and finally moving the migrated indices to production database

- Liaising with different teams including operations, technology, sales and marketing teams for a successful launch of indices

Specific Knowledge/Skills

- Master's Degree in finance, econometrics or science

- CFA/FRM is an advantage

- Understanding of equity analysis and equity investment process, familiarity with Institutional Investment Practices and Buy Side Portfolio Management concepts

- Ideally first practical experience in the index business or a comparable field

- Affinity for capital markets

- Microsoft Excel and PowerPoint knowledge. Further proven programming skills (Python, MATLAB, R, etc.) are beneficial

- Familiar with investment research and data vendors (e.g., Bloomberg, Reuters, Factset, risk and portfolio management systems)

- Highly motivated to work independently, complete tasks timely and accurately

- Focused on top-quality service

- Self-confidence and team-spirit

- Excellent interpersonal, communication and presentation skills

- 1-9 years relevant work experience (e.g. equity research, investment management)