Associate, Portfolio Management
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Overview
Job Description
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 NY, New York; partial telecommuting permitted. Global X offers a standard benefits package.
This position qualifies for Global X’s Employee Referral Program.
Education & Required Experience
Bachelor’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 Required
Must have experience in each of the following:
Conduct 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.
Position is based out of office in NY, New York; partial telecommuting permitted.
Salary
$145,000-$155,000 annually
Apply
Global X offers a standard benefits package. Submit application online at: https://jobs.ashbyhq.com/global-x-etfs
Global X does not accept unsolicited resumes or candidate profiles from recruitment agencies, search firms, or third-party recruiters.
Compensation & Benefits
Global X offers a competitive total compensation package, including base salary, annual performance bonus, and a comprehensive benefits program:
Competitive 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)
About Global X
Global X was founded in 2008. For more than fifteen years, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a wide range of ETF strategies and $78.1 billion in assets under management. While we are distinguished for our Thematic Growth, Income, and International Access ETFs, we also offer Core and other funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more atwww.globalxetfs.com.
Global X is a member of Mirae Asset Financial Group (“Mirae Asset”), a global leader in financial services, with $803 billion in assets under management worldwide. Mirae Asset has an extensive global ETF platform ranging across the U.S., Australia, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam.
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