Provide methodology change research and recommendations. This includes:
◦ creating alternative processes and rules to modify indexes,
◦ updating or re-writing index models to accommodate proposed changes,
◦ backtesting,
◦ vetting different data inputs,
◦ making suggested changes to methodology verbiage, and
◦ supporting maintenance of technical specification documents.

Prepare and present standard and customized methodology change research analysis, including comparative index and product performance analyses, index back-tests, and other reports to existing clients and internal teams.

Analyze and interpret a wide range of financial and statistical data from a variety of vendor and internal databases.

Work with other parts of the research team and sales on product retention through methodology change research.

Be a point person on the index research team supporting existing clients on methodology change research.

Develop design briefs for modifying existing indexes (including specifications,
methodology documents and models) to present a clear, focused concept for strategic consideration.

Have knowledge of the competitive landscape and the trends in the business.

• Commensurate experience (at least 7 years) and/or Degree qualified in Mathematics, Economics, Computer Science, Finance or related subject area.
  • Proficiency in R, SQL, Python, AWS, Databricks, and Microsoft Office.
  • Strong writing and analytical skills with sharp attention to detail.
  • Deep understanding of exchange-traded funds, financial products, and other investment products in both the passive and active space.
  • Client relationship management experience and ability to manage expectations and timelines.
  • Excellent presentation and speaking skills.
  • Position to be located in New York City. Alternate locations are Rockville, MD, and Atlanta, GA.
  • This position offers the opportunity for a hybrid work environment (2 days a week in office), providing flexibility and accessibility for qualified candidates.