Role Profile
The Research Lead, Index Research & Design will be a key member of FTSE Russell's Index Research & Design team in APAC. The Index Research & Design team is responsible for the research, development and design of indices and index-related analytics across asset classes. The team works closely with Product Management, Sales, Index Policy, Technology and Operations, as well as FTSE Russell's partners and clients, including major asset owners, asset managers, ETF issuers, investment banks and other institutional market participants. The successful candidate will combine strong quantitative investment expertise with practical index research and development experience. The individual will be expected to lead research projects, develop innovative index methodologies and analytical tools, support client engagements, and translate investment concepts into robust and scalable index solutions. The role requires a strong understanding of financial markets, quantitative investment techniques and index construction, together with the ability to work effectively across functions and geographies. The individual will also contribute to FTSE Russell's research agenda across Asia Pacific, with particular emphasis on equity, factor, thematic and sustainability-related investment strategies.
FTSE Russell's Index Research & Design team is global, with colleagues across major financial centers including London, New York, Shanghai, Taipei and Hong Kong.
Key Responsibilities
Index Research and Innovation
- Lead and contribute to the research, design and quantitative testing of new index methodologies and investment solutions.
- Develop and refine investment metrics, portfolio construction frameworks and analytical methodologies used in index design and evaluation.
- Conduct in-depth quantitative investment research across Asia Pacific markets, including equity factors, investment themes, multi asset and other emerging areas of index innovation.
- Analyze the potential portfolio impact of new investment concepts, data sets and index methodologies using rigorous quantitative techniques.
- Develop research papers, analytical materials and presentations that communicate investment insights and demonstrate the characteristics and applications of FTSE Russell indices.
- Identify emerging market and investment trends and contribute ideas for new index solutions and research initiatives.
Quantitative Analytics and Research Tools
- Develop investment analytics, research applications and tools to support index research, portfolio analysis and client engagement.
- Build efficient and scalable analytical solutions using Python and other appropriate programming and data technologies.
- Apply quantitative techniques including portfolio simulation, optimization, performance attribution and factor analysis.
- Work closely with Technology and other research teams to transition quantitative models, methodologies and research tools into robust, production-ready solutions.
- Contribute to the ongoing enhancement of research processes through automation, modern data infrastructure and scalable analytical workflows.
Index Development and Governance
- Support the development and implementation of index methodologies, including index construction, review and rebalance mechanisms.
- Conduct detailed analysis to ensure proposed methodologies are robust, transparent and appropriate for their intended investment objectives.
- Provide analytical support for index methodology decisions and respond to internal research enquiries relating to index construction and development.
- Work closely with Index Policy, Product Management, Index Management and other stakeholders to ensure successful implementation of new index solutions.
- Maintain high standards of analytical accuracy, documentation and methodological integrity throughout the index development lifecycle.
Client and Stakeholder Engagement
- Work closely with Product Management, Sales and other client-facing teams to understand client requirements and develop appropriate index and analytical solutions.
- Participate in client meetings and present quantitative research, index methodologies and analytical findings to institutional investors and other market participants.
- Develop trusted working relationships with internal and external stakeholders and contribute technical expertise to commercial and product discussions.
- Support the creation of client presentations, research materials, webinars and other thought-leadership content.
- Collaborate effectively with regional and global research colleagues to share expertise and deliver cross-market research initiatives.
Team Contribution and Development
- Take ownership of assigned research projects and deliver high-quality work within agreed timelines.
- Provide technical guidance and support to junior researchers and contribute to the development o