Associate, Portfolio Management

Global X ETFs; New York (NY); Hybrid; USD 145,000 - 155,000; Full time

Benefits offered by this job

Competitive base salary with performance-based bonus

Comprehensive medical, dental, and vision insurance

401(k) retirement plan with company matching

Generous paid time off

Professional development opportunities

Hybrid work flexibility

Life and disability insurance

Wellness programs

Job summary

Global X ETFs in New York, NY, seeks a knowledgeable professional to support day-to-day portfolio management of exchange-traded funds (ETFs). This hybrid role demands expertise in portfolio analytics, fund flow analysis, and collaboration with cross-functional teams.

The ideal candidate holds a Bachelor’s degree in Finance or related field with two years of experience. Offering a salary ranging from $145,000 to $155,000 annually, this position also features a robust benefits package including medical insurance, 401(k) matching, and professional development opportunities.

Qualifications

• Bachelor’s degree in a relevant field.
• Two years of experience in a related analyst position.
• Ability to conduct portfolio analytics and fund flow analysis.

Responsibilities

• Support day-to-day portfolio management of ETFs.
• Collaborate to monitor daily fund flows and propose trades.
• Conduct analysis of portfolio performance and market trends.

Skills

Portfolio analytics

Bloomberg

Python

Excel

SQL

Education

Bachelor’s degree in Finance, Economics, Business Analytics, or related

Tools

Bloomberg

Excel

Python

SQL

Job description

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 New York, NY; partial telecommuting permitted. Global X offers a standard benefits package.

Position is based out of office in New York, NY; partial telecommuting permitted.

Education & Required Experience

Bachelor’s 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

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.

Salary

$145,000-$155,000 annually

Compensation & Benefits

• 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).