Senior ETF Analyst (Equities)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Senior ETF Analyst (Equities): Developing research and analysis for US-based ETF products with an accent on macro environment positioning and product strategy. Focus on cross-functional collaboration with portfolio management and sales teams to drive product growth and maintain product integrity.
Location: Must be based in Downers Grove, Illinois (Hybrid: 4 days per week in-office required).
Salary: $110,000–$135,000 annually.
Company
is a leading independent global investment firm dedicated to providing a wide range of investment strategies and vehicles to clients worldwide.
What you will do
- Develop product segment research and analysis on ETFs and broader financial markets.
- Create and update product materials to effectively position investment offerings.
- Lead and project manage research initiatives assigned by senior leadership.
- Partner with strategists and specialists to support client needs and ensure product integrity.
- Collaborate cross-functionally with Product Development, Portfolio Management, and Sales teams.
Requirements
- Undergraduate degree in business, finance, mathematics, or a related discipline.
- 3-5 years of investment management or research experience.
- ETF and index familiarity and industry experience.
- Strong research and analytical skills with proficiency in interpreting market data.
- Excellent written communication and interpersonal skills.
- Ability to work independently and manage objectives effectively.
Nice to have
- CFA track or progress towards advanced certification.
- Experience with Bloomberg, Morningstar Direct, FactSet, or Python.
- Understanding of factor, thematic, or fixed-income investing.
- Active Series 7 & 63 licenses.
Culture & Benefits
- Comprehensive health and wellbeing benefits.
- 401(k) matching program (100% up to 6%).
- Flexible paid time off and parental leave.
- Employee stock purchase plan.
- Collaborative office environment focused on building professional relationships.
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