Associate, Portfolio Management
Listed on 2026-07-30
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Finance & Banking
Financial Analyst, Capital Markets
Duties
Support day-to-day portfolio management of exchange-traded funds (ETFs) spanning equity, fixed income, and derivative strategies, ensuring adherence to investment guidelines, benchmark tracking, and risk parameters.
Collaborate with Portfolio Managers to monitor daily fund flows, manage creation/redemption activity, and propose and execute rebalancing trades to maintain target exposures.
Conduct quantitative and qualitative analysis of portfolio performance, risk characteristics, and market trends using Bloomberg and Python to inform investment decisions.
Develop, maintain, and enhance portfolio monitoring and analytical tools using Excel, Python, and SQL to streamline reporting and improve data integrity.
Research fund flows, market positioning, and peer ETF strategies to support investment recommendations and ongoing portfolio optimization.
Partner with Product Development, Trading, and Risk teams to support new ETF product launches, portfolio transitions, and index reconstitutions.
Apply data analysis and visualization to assess exposures, performance drivers, and market dynamics within ETF structures, leveraging primary/secondary market mechanics, and index methodologies.
Develop or support derivative-based ETF products, including options overlay, buffered outcome, or structured income strategies, leveraging experience with international ETF markets, including knowledge of Asia‑Pacific or China‑based ETF structures, regulatory considerations, or cross‑listing frameworks.
Prepare recurring performance and exposure reports for internal investment committees and senior management.
Position is based out of office in New York, NY; partial telecommuting permitted. Global X offers a standard benefits package.
Position is based out of office in New York, NY; partial telecommuting permitted.
Education & Required ExperienceBachelor’s degree in Finance, Economics, Business Analytics, Financial Engineering, or a related field and two (2) years of experience as a Product Strategy Analyst, Investment Analyst, Portfolio Management Analyst, ETF Research Analyst/Associate or related.
Special Skills RequiredConduct portfolio analytics, fund flow analysis, and performance benchmarking for ETFs using Bloomberg, Python, and business intelligence tools such as Sigma or Tableau.
Apply data analysis and visualization to assess exposures, performance drivers, and market dynamics within ETF structures, leveraging primary/secondary market mechanics, and index methodologies.
Collaborate across Product Development, Trading & Capital Markets, and Portfolio Management teams to support ETF launches or strategy implementation and coordinate cross-border collaboration with global offices or external stakeholders to support fund management, trading alignment, or market development.
Develop and improve automated tools for portfolio monitoring and reporting using Excel, Python, and SQL.
Develop or support derivative-based ETF products, including options overlay, buffered outcome, or structured income strategies, leveraging experience with international ETF markets, including knowledge of Asia‑Pacific or China‑based ETF structures, regulatory considerations, or cross‑listing frameworks.
$145,000-$155,000 annually
Compensation & BenefitsCompetitive base salary with annual performance-based bonus.
Comprehensive medical, dental, and vision insurance.
401(k) retirement plan with company matching.
Generous paid time off and company holidays.
Professional development and continuing education opportunities.
Hybrid work flexibility.
Life and disability insurance.
Wellness programs and employee assistance program (EAP).
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