Index Strategy & Review Specialist

Institutional Shareholder Services Inc.; Zug; On-site; CHF 90,000 - 130,000; Full time

Job summary

Institutional Shareholder Services Inc. (ISS STOXX) in Zug seeks an Index Review Specialist to oversee periodic reviews and rebalancing across major indices, applying sophisticated methodologies and ensuring data quality.

You will work with methodology, technology, product, research, and client-facing teams to support strategic initiatives shaping the future of index operations. The role requires a Master’s degree and 2+ years in financial markets, with strong English communication skills and

Qualifications

• Master's degree in Finance, Economics, Econometrics, Mathematics, Statistics, or a related discipline.
• Minimum 2 years of professional experience within financial markets, ideally in index management, asset management, portfolio management, structured products, financial engineering, or investment research.
• Strong understanding of equity markets, financial instruments, and index construction methodologies.
• Knowledge of corporate actions and their impact on index maintenance and portfolio management.
• Excellent analytical and problem-solving skills with strong attention to detail.
• Ability to manage multiple priorities simultaneously and deliver high-quality results under demanding timelines.
• Self-motivated, proactive, and capable of working independently with limited supervision.
• Strong communication and stakeholder management skills.
• Fluent in English, both written and spoken.

Responsibilities

• Execute periodic index reviews and rebalancing activities in accordance with established index methodologies and governance standards.
• Analyse and implement index methodologies across a diverse range of equity and thematic index families.
• Ensure the accuracy, consistency, and quality of index review outputs through rigorous validation and control procedures.
• Collaborate with internal stakeholders, including Product Development, Research, Technology, Client Coverage, and Compliance teams.
• Participate in strategic projects involving the implementation of new index concepts, methodology enhancements, and process automation initiatives.
• Contribute to the continuous improvement of operational processes, controls, and data management practices.
• Investigate and resolve complex operational and data-related issues while adhering to tight production deadlines.
• Support responses to client, regulatory, and internal inquiries regarding index reviews and methodology implementation.
• Actively contribute to a collaborative international team environment and share best practices across global locations.

Skills

Financial markets

Index management

Analytical skills

Stakeholder management

Python

SQL

VBA

Bloomberg/Refinitiv/FactSet

English communication

Education

Master's degree in Finance/Economics/Econometrics/Math/Statistics

Tools

SQL

VBA

Python

Bloomberg

Refinitiv

FactSet

Job description

Institutional Shareholder Services Inc. (ISS STOXX) in Zug seeks an Index Review Specialist to oversee periodic reviews and rebalancing across major indices, applying sophisticated methodologies and ensuring data quality.

You will work with methodology, technology, product, research, and client-facing teams to support strategic initiatives shaping the future of index operations. The role requires a Master’s degree and 2+ years in financial markets, with strong English communication skills and