15 часов назад
Investment Advisors Analyst (ETF/Finance)
67 500 - 97 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investment Advisors Analyst (ETF/Finance): Supporting the oversight and management of active and passive ETF portfolios across equity, fixed income, and derivative strategies with an accent on investment research, market analysis, and portfolio administration. Focus on developing client-facing investment content, automating research and reporting workflows with Python and Excel, and supporting trade execution, cash management, and corporate actions.
Location: Denver, Colorado; onsite during training, then hybrid two days per week
Salary: $67,500–$97,000 USD per year, plus potential discretionary bonus and/or equity awards.
Company
SS&C provides AI-powered technology and services for financial services and healthcare organizations, supporting data management, automation, and large-scale operations.
What you will do
- Conduct macroeconomic, market, sector, security-level, and ETF industry research for active and passive investment strategies.
- Support Portfolio Managers with data-driven investment decision-making across equity, fixed income, and derivative portfolios.
- Develop ETF insights, market commentary, presentations, sales materials, and client-facing updates.
- Support trade execution, cash management, corporate actions, and other portfolio administration activities.
- Improve and automate recurring research, reporting, data-validation, and portfolio-management workflows.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience.
- Strong market knowledge, intellectual curiosity, and a self-starter mentality.
- Ability to independently investigate questions, validate data, and communicate conclusions clearly.
- Strong writing and communication skills, including the ability to explain complex investment and market information concisely.
- Experience with Python, workflow automation, financial data platforms, or AI-enabled research tools is preferred.
- Must be willing to work onsite during training and hybrid two days per week in Denver.
Culture & Benefits
- Collaboration with industry experts using modern platforms and enterprise-scale technologies.
- Medical, dental, and vision coverage.
- 401(k) plan with company match.
- Paid time off, holidays, and parental leave.
- Professional development reimbursement opportunities.
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