Index Review Analyst

The Index Review team are responsible for the review, rebalance, and reconstitution of the FTSE Russell index / product portfolio. We are a global group, with teams in Hong Kong, Taipei, London and Fort Mill (USA). We operate a "follow the sun model" with work as a single team across the different time-zones. Please note that the working hours for this position can vary as the business needs require. This means that weekend work, extended hours, and market holiday coverage can and will be expected to meet critical business needs., As a member of the Index Review team, the individual will conduct the periodic Index reviews and rebalances of the FTSE Russell indices. Key areas of responsibility will include:

• 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, through liquidity and free float analysis using available data sources including data vendors, stock exchanges and regulatory filings to research and analyse underlying security level data
• 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 and 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
  
  It is encouraged that with limited supervision the individual will deliver each of the key objectives of the role identified above, working to strict deadlines and delivering workload to the highest degree of accuracy
• 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 with the ability to effectively prioritise projects under within expected timelines and identify, flag or resolve potential issues early on
• A consistent record for achievement in delivering a high quality service
• Sophisticated level 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, or other quantitative fields a plus
• CFA, CAIA designations (or participation in the programs) also a plus
TYPE OF PERSON
• Ability to multi-task and work on multiple systems simultaneously
• Dynamic, hard-working and adaptable to change
• Ability to work to tight deadlines
• Logical and structured approach
• Ability to pay meticulous attention to detail
• Effective written and spoken communication and presentation skills
GENERAL
• Comfortable with flexible hours when quarterly reviews.
• Team player
• Highly motivated
• Self-starter
  
  LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.
Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions. Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity. LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives. We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone's race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it's used for, and how it's obtained, your rights and how to contact us as a data subject. If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.