Index Strategist

Michael Page International (HK) Ltd; Hong Kong Island; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Michael Page International (HK) Ltd is seeking an experienced Index Strategy professional in Hong Kong to drive index innovation and support ETF product development initiatives within a leading China-backed asset management platform.

The role focuses on designing innovative index solutions, proprietary methodologies, and collaboration with product, sales, and distribution teams to advance passive investment offerings across Asia.

Qualifications

• Bachelor's degree or above in a quantitative discipline.
• Experience in index research, index development, ETF product strategy, or passive investment solutions.

Responsibilities

• Lead design and development of innovative index solutions across multiple asset classes.
• Develop proprietary index methodologies from concept to implementation.
• Partner with index providers and external stakeholders to drive index innovation.
• Collaborate with Product Development on ETF and passive product launches.
• Conduct index research, backtesting, performance attribution and analysis.
• Monitor ETF and passive investment trends and opportunities.
• Translate market insights into commercially viable index concepts.
• Work with investment, product, sales, and distribution teams on go-to-market strategies.
• Prepare investment presentations and research materials for stakeholders.

Skills

Index research

Index development

ETF product strategy

Quantitative investment

Passive investment solutions

Capital markets knowledge

Index construction

Index methodology design

ETF product development

Analytical thinking

Education

Bachelor's degree or above in Finance/ Economics/ Mathematics/ Statistics/ Engineering/ CS

Job description

As part of our client's continued expansion, the firm is seeking an experienced Index Strategy professional to drive index innovation, support ETF product development initiatives, and contribute to the growth of its passive investment platform.

Our client is a leading China-backed asset management platform in Hong Kong with a well-established ETF and passive investment franchise. The firm is recognized for its innovation across index investing, ETF product development, quantitative strategies, and multi-asset solutions, serving both institutional and retail investors across Asia.

Description

• Lead the design and development of innovative index solutions across a wide range of asset classes, including equities, fixed income, thematic, smart-beta, and multi-asset indices.
• Develop proprietary index methodologies from concept generation through implementation, while also delivering customized index solutions in response to client and business needs.
• Partner with leading index providers and external stakeholders to drive index innovation and support the firm's broader ETF and quantitative investment strategy.
• Collaborate closely with Product Development teams on the launch and enhancement of ETF and passive investment products, ensuring alignment with strategic product roadmaps.
• Conduct comprehensive index research, backtesting, performance attribution, and comparative analysis of indices and investment products.
• Monitor industry developments, competitive trends, and emerging opportunities within the global ETF, indexing, and passive investment landscape.
• Generate actionable investment themes and translate capital market insights into commercially viable index concepts and investment solutions.
• Work alongside investment, product, sales, and distribution teams to develop effective go-to-market strategies and support product commercialization.
• Prepare high-quality investment presentations, research reports, and educational materials for internal stakeholders, clients, and regulators.

Profile

• Bachelor's degree or above in Finance, Economics, Mathematics, Statistics, Engineering, Computer Science, or another quantitative discipline.
• Proven experience in index research, index development, ETF product strategy, quantitative investment, or passive investment solutions within asset management, index providers, exchanges, investment banks, or related financial institutions.
• Strong capital markets knowledge with the ability to identify investment trends, assess market dynamics, and transform insights into differentiated index methodologies and investment products.
• Demonstrated expertise in index construction, index methodology design, and ETF product development.
• Solid understanding of equity, fixed income, thematic, factor-based, and smart-beta investment strategies.
• Knowledge of quantitative portfolio construction techniques, including portfolio simulation, optimization, risk management, performance attribution, and factor analysis.
• Track record of successfully taking investment concepts from ideation through index launch and product commercialization.
• Strong analytical and problem-solving capabilities, with high intellectual curiosity and innovative thinking.
• Excellent presentation, communication, and stakeholder management skills.
• Fluency in both English and Mandarin Chinese is required; Cantonese proficiency is advantageous.

Job Offer

• Strong capital market insight and macro awareness.
• Hands-on experience in index research and ETF product construction.
• The ability to bridge investment ideas with commercial product opportunities.
• A passion for innovation within the rapidly evolving ETF and passive investment ecosystem.
• Experience engaging with index providers, product teams, investment professionals, and distribution channels.