Index Analyst - Index Review

작업 내용

The Index Analyst – Index Review role sits within the Chief Data Office’s organisation which is part of the Information Services Division.

The Index Review team are ultimately responsible for the review, rebalance, and reconstitution of the FTSE Russell index / product portfolio. It is a global group, with teams in Hong Kong, London, New York, Seattle, Fort Mill and Taipei. The group operates a “follow the sun model” with work as a single team across the different time-zones.

Key Responsibilities

FTSE Russell Index Review team in Taipei is a newly established team that has been put in place to work closely with the Hong Kong Index Review team and other global teams in an index rebalancing support capacity. The team is responsible for the support/assisting of the day-to-day management of the FTSE Russell Indexes and Products. Key areas of responsibility will include:

• Conduct the periodic rebalance process of indexes and/or the associated implementation of any changes, in accordance with review schedule.
• Conduct eligibility checks on stocks potentially entering FTSE Russell indices, such as liquidity and free float.
• Collaborate with Data Management Team to source shareholder information from primary sources to ensure accuracy and reliability, and conduct detailed analysis of shareholdings to identify all restricted holdings, assigning restricted shareholders to categories within the current structure.
• Escalate to line manager any issues/concerns and report exceptions in a timely manner.
• Timely investigation and resolution of any client queries relevant to your role and areas of expertise.
• Highlight and recommend to your line manager any process improvements or efficiencies that will improve the levels of quality, productivity & client service.
• Participate as and when required in any projects or initiatives, supporting the on-boarding of new business into the team.
• Ensure that all of your tasks have been completed in accordance with your checklist(s) and procedures.
• Support the Index Change team carrying out user acceptance testing and supporting project work and providing documentation to the users.
• Strive to constantly improve your skills through any training & development that is available.
• Support your line manager in any functions as and when required.
• Actively contribute and lead training of other team members.
• Promote a good teamwork ethic across the teams (including other offices), actively encouraging interaction and providing assistance to others where required.
  

Qualifications/Experience

Candidate Profile / Key Skills

• It is expected that with limited supervision the individual will deliver each of the key objectives of the role identified above, working to strict deadlines and to the highest degree of accuracy. It is therefore expected that the individual will have:
• A degree in finance, economics, or equivalent experience required.
• 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 prioritize effectively, prioritise multiple projects under tight deadlines, identify/ flag/resolve potential issues early on.
• A proven track record for achievement in delivering a high quality service.
• Advanced Excel/VBA skills.
• Ability to write sql queries to interrogate a data base and extract data.
• Knowledge of Thomson-Reuters(Refinitiv)/Factset is beneficial.
  

Type of person

• Dynamic, enthusiastic and responsive to change.
• Ability to work to tight deadlines and under pressure.
• Logical and structured approach.
• Ability to pay meticulous attention to detail.
• Effective written and spoken communication and presentation skills.
  

General

• Comfortable with flexible hour
• Team player
• Highly motivated
• Self-starter
  

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