Job ref no.: CT3119652-01#0637

Index Review Analyst (Extendable Contract)

Robert Walters

A global financial institute is looking for an Index Review Analyst. The team provide equity market analysis and this role in particular will focus heavily on market data analysis and automation projects. Interested candidates with strong internship / work experience in front to back office, who are also familiar with VBA and Python are welcomed to apply.


  • Support / assist of the day-to-day management of the company’s Indexes and Products
  • Conduct the periodic rebalance process of indexes and/or the associated implementation of any changes, in accordance with review schedule
  • Conduct eligibility checks on stocks potentially entering company’s indices, such as liquidity and free float
  • Source shareholder information from primary sources to ensure accuracy and reliability, and conduct detailed analysis of shareholdings to identify all restricted holdings, assigning restricted shareholders to categories within the current structure
  • Escalate to line manager any issues / concerns and report exceptions in a timely manner
  • Timely investigation and resolution of any client queries relevant to the role and areas of expertise
  • Highlight and recommend to line manager any process improvements or efficiency that will improve the levels of quality, productivity & client service
  • Participate as and when required in any projects or initiatives, supporting the on-boarding of new business into the team
  • Ensure that all of tasks have been completed in accordance with checklist(s) and procedures
  • Strive to constantly improve skills through any training & development that is available
  • Support line manager in any functions as and when required
  • Actively contribute and lead training of other team members
  • Promote a good teamwork ethic across the teams (including other offices), actively encouraging interaction and providing assistance to others where required


  • A degree in finance, economics, or equivalent experience required
  • Understanding of the investment management and portfolio construction across asset classes
  • Knowledge of performance measurement and portfolio analysis concepts
  • Familiar with VBA and Python
  • Experience in managing market data analysis would be highly preferred

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More job information
Job ref no. CT3119652-01#0637
  • N/A
Job Function
Employment Term
  • Contract
  • Full-time
  • 0 year
Career Level
  • Non-management level
  • Degree