Index Analyst

Junior Index Analyst – Buffalo, NY

Precisesource, a nationwide search firm is actively recruiting for an Index Analyst to work for our client, a global financial data management company located in Buffalo, NY. The Financial Analyst will work as a member of the Index Management team, the individual will be responsible for the support/assisting of the day-to-day management of the Financial Indexes and Products. The ideal candidate will have a Masters's degree in finance (or related degrees). The Index Management team are ultimately responsible for the daily management of the index/product portfolio, specifically the data management, corporate action & event management, constituent portfolio management and the production of client content.

Key Responsibilities

As a member of the Index Management team, the individual will be responsible for the support/assisting of the day-to-day management of Indexes and Products.

Key areas of responsibility will include:

• Supporting the quarterly rebalance process of indexes and/or the associated implementation of any changes, in accordance with review schedule.
• Using all available data sources including data vendors, stock exchanges and regulatory filings to research and analyze corporate actions and the respective impact on the indexes. Detailed research and analysis of corporate event information and compilation of client notifications.
• Maintain and update stock information and other required data in a timely and accurate manner, ensuring the highest quality to data
• Escalate any issues/concerns to the line manager and report exceptions in a timely manner.
• Accurate monitoring of real time indexes and timely resolution of issues
• Timely investigation and resolution of any client queries relevant to your role and areas of expertise.
• Highlight and recommend process improvements to your line manager that will improve the levels of quality, productivity & client service.
• Participate in projects or initiatives as needed such as writing procedures.
• Ensure that all of your tasks have been completed in accordance with your checklist(s) and procedures.
• Strive to constantly improve your skills through training & development.
• Support the onboarding of new business to the team.
• Actively contribute to the training and onboarding of new team members.
• Promote teamwork and collaboration across teams (including other offices), actively encouraging interaction and providing assistance to others where required.

QUALIFICATIONS/EXPERIENCE

• Experience within the financial industry, ideally working with corporate actions and company data.
• Working knowledge and understanding of global financial markets and products, incorporating indexes, is essential.
• Ability to work to strict deadlines and manage workloads effectively in a pressured environment.
• A proven track record for achievement in delivering a high quality service.

TYPE OF PERSON

• Ability to multi-task and work on multiple systems simultaneously.
• Dynamic, enthusiastic, and responsive to change.
• Ability to work to tight deadlines and under pressure.
• Logical and structured approach.
• Excellent interpersonal, communication, and motivational skills.
• Ability to pay meticulous attention to detail.
• Effective written and spoken communication and presentation skills.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

Ability to commute/relocate:

• Buffalo, NY: Reliably commute or planning to relocate before starting work (Required)

Education:

• Master's (Required)

Experience:

• Financial analysis: 1 year (Required)

Work Location: One location