Geode Capital Management, LLC

Index Analyst

Boston, MA, US

Hybrid
Full-time
2 days ago
Save Job

Summary

Geode Capital Management, LLC ("GCM") is a global institutional asset manager providing core beta exposures across a range of equity and niche asset classes, including commodities and options, for registered funds, commingled pools and separately managed accounts seeking an Index Analyst Geode's equity index team manages over $1.5 trillion of global equity assets benchmarked to US, developed markets, emerging markets and thematic indices. The vehicles managed include ETF's, separately managed accounts, and sub-advised mutual funds for both domestic and international investors. The Index Analyst will become an integral member of a team responsible for managing passive strategies. This is a hybrid work environment opportunity located in Boston, Massachusetts with a weekly in office schedule of Tuesdays, Wednesdays and Thursdays and remote work availability on Mondays and Fridays. Responsibilities: * Conduct daily analysis of index change events that impact the performance of all domestic and international index funds * Become the subject matter expert on index methodologies of multiple index providers * Develop strong working relationships with global index providers and give feedback during index methodology consultations * Partner with internal technology teams to streamline the processing of vendor data * Analyze corporate actions and the impact on relevant indices including the contribution to fund performance attribution * Support ad-hoc index analysis for internal and external presentations * Ensure that vendor index changes are consistent with the stated methodology and establish deliverables adhere to their stated timelines * Evaluate voluntary corporate actions, provide election recommendations, discuss with the Portfolio Managers, and submit elections on behalf of all funds * Evaluate upcoming equity offerings and IPOs and assess possible index impact * Track and validate upcoming index rebalance dates and related proforma index files * Provide feedback of global best practices for self- indexing custom benchmarks Skills You Bring: * Must possess 3+ years of experience in a similar position and an in-depth knowledge of index portfolio management * BA Degree (Masters preferred) in Finance or Business or Related Field * CFA or progress towards completion of CFA preferred * High level of understanding of investment impact of corporate actions and index change events as well as trading strategies * Comfortable working with large data sets * Experience with SQL, Bloomberg, and index provider data files * Solid working knowledge of Excel, macros, database queries, and database reports * Comprehensive analytical and organizational skills are essential * A self-motivated team player capable of working well with colleagues across the business. Confidence taking responsibility for all kinds of tasks, processes and projects * Enjoys working in a collegial environment & thrives in fast-paced & dynamic organization More About Geode: Founded in 2001, Geode is headquartered in Boston's financial district, the center of one of the world's most vibrant finance and technology hubs and employs approximately 180 employees. Geode is a systematic asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1 trillion in AUM. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization. Geode is proud to be an equal opportunity employer, and we recognize the value that employees' individual differences can bring to the workplace. Learn more about Geode at www.geodecapital.com.

How strong is your resume?

Upload your resume and get feedback from our expert to help land this job

People also searched: