Associate, Portfolio Management

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 Xs Employee Referral Program.

Education & Required Experience

Bachelors 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:

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

2. Apply data analysis and visualization to assess exposures performance drivers and market dynamics within ETF structures leveraging primary/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.

Salary

$145000-$155000 annually

Apply

Global X offers a standard benefits package. Submit application online at: 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 at.

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.

Required Experience:

IC