Associate, Portfolio Management

About the role

You will support the day-to-day portfolio management of exchange-traded funds (ETFs) spanning equity, fixed income, and derivative strategies, ensuring strict adherence to investment guidelines, benchmark tracking, and risk parameters. You will collaborate closely with Portfolio Managers to monitor daily fund flows, manage creation and redemption activity, and propose and execute rebalancing trades to maintain target exposures. In this role, you will conduct quantitative and qualitative analysis of portfolio performance, risk characteristics, and market trends using Bloomberg and Python to inform investment decisions and optimize outcomes. You will develop, maintain, and enhance portfolio monitoring and analytical tools using Excel, Python, and SQL to streamline reporting and improve data integrity for internal stakeholders. You will research fund flows, market positioning, and peer ETF strategies to support actionable investment recommendations and ongoing portfolio optimization initiatives. You will partner with Product Development, Trading, and Risk teams to support new ETF product launches, portfolio transitions, and index reconstitutions from conception to execution. You will apply data analysis and visualization to assess exposures, performance drivers, and market dynamics within ETF structures, leveraging an understanding of primary and secondary market mechanics, and index methodologies. You will 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. You will prepare recurring performance and exposure reports for internal investment committees and senior management, providing clear insights into portfolio behavior and risk profile. This position is based out of the office in NY, New York, with partial telecommuting permitted, and is part of a team that operates within the standard benefits package offered by Global X.

Key facts

What you'll do

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 and 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.

Requirements

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.

1. Conduct portfolio analytics, fund flow analysis, and performance benchmarking for ETFs using Bloomberg, Python, and business intelligence tools such as Sigma or Tableau.

1. Apply data analysis and visualization to assess exposures, performance drivers, and market dynamics within ETF structures, leveraging primary and secondary market mechanics, and index methodologies.

3. 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.

4. Develop and improve automated tools for portfolio monitoring and reporting using Excel, Python, and SQL.

5. 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.

Practical notes

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.