Associate, Portfolio Management - QFI

Global X ETFs; New York (NY); Hybrid; USD 135,000 - 145,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Hybrid work flexibility

PTO and holidays

Professional development

Job summary

Global X ETFs is seeking a PM Associate to join the Quantitative & Fixed Income Investment (QFI) Team. You will work with senior PMs and traders across ETFs in equities, fixed income, and derivatives, on a trading desk with analytics and automation initiatives.

The role requires ownership of recurring processes, strong portfolio management or trading foundation, and collaboration with Risk, Technology, and Product Development. Hybrid work is available in New York.

Qualifications

• Bachelor’s degree required; CFA designation or progress toward CFA a plus
• 2–5 years in a time-sensitive investment, trading, or operational environment
• Advanced Excel; Python or SQL; AI tools for research/automation a plus
• Strong analytical, detail orientation, and clear communication
• Experience with Bloomberg and OMS/EMS platforms is a plus

Responsibilities

• Monitor ETF positions, cash, flows, exposures, performance and events through the trading day
• Prepare trade recommendations across equities, fixed income, and derivatives for rebalances and cash management
• Investigate portfolio and operational exceptions, escalate issues promptly
• Build and maintain reporting, analytics, and automation using Excel, Python, SQL and AI tools
• Support new product/fund initiatives evaluating implementation and governance considerations

Skills

Advanced Excel

Python/SQL

Analytical thinking

Communication

Time management

Education

Bachelor’s degree

CFA knowledge or progress

Tools

Bloomberg

AIM/EMSX/Aladdin/Charles River

Job description

Role Summary

Global X ETFs is seeking a highly motivated professional to join the Quantitative & Fixed Income Investment (QFI) Team. This is a buy-side ETF portfolio management role; the PM Associate will work alongside senior Portfolio Managers and Traders in the day-to-day management of a growing suite of ETFs spanning equities, fixed income, and derivatives in both index-based and actively managed strategies. The role operates in a trading-desk environment and combines continuous intraday portfolio monitoring and implementation with the development of reporting, analytics, and automation. The PM Associate will regularly collaborate with Trading & Capital Markets, Portfolio Administration, Risk, Compliance, Technology, and Product Development.

The PM Associate is expected to manage concurrent market-driven priorities, exercise judgment under time constraints, and communicate and elevate issues promptly. The ideal candidate is self-directed, takes ownership of recurring responsibilities through to completion, and brings a strong foundation in portfolio management or trading, ideally within the ETF ecosystem.

Key Responsibilities

• Support the ETF portfolio management and investment process across a suite of funds with distinct investment objectives, including:
• Monitor positions, cash, fund flows, exposures, performance, and scheduled events throughout the trading day
• Prepare trade recommendations across equities, fixed income, and derivatives, including futures, swaps, and listed and FLEX options, in support of portfolio rebalances, creation/redemption activity, and cash management
• Investigate portfolio and operational exceptions, communicate findings, and elevate issues to the team in a timely manner
• Build, maintain, and enhance the reporting, analytics, and operational infrastructure used to manage the funds, using Excel, Python, SQL, and AI-enabled automation
• Support new product and fund enhancement initiatives by evaluating portfolio implementation, operational, structural, and governance considerations

Qualifications

• 2-5 years of professional experience in a time-sensitive investment, trading, or operational environment, ideally in portfolio management or trading within the ETF ecosystem
• A track record of owning recurring processes with daily or intraday deadlines and following them through to completion
• Advanced Excel skills and demonstrated working proficiency with Python or SQL; experience using AI tools for research, analysis, and workflow automation a plus
• Strong analytical and problem-solving skills, with excellent attention to detail and concise, effective communication
• Experience with Bloomberg and OMS/EMS platforms such as AIM, EMSX, Aladdin, or Charles River a plus
• Bachelor’s degree required; CFA charterholder or progress toward CFA designation a plus

Compensation Range

$135,000-145,000 plus annual bonus

Global X does not accept unsolicited resumes or candidate profiles from recruitment agencies, search firms, or third-party recruiters.

Compensation & Benefits

Global X offers a competitive total compensation package, including base salary, annual performance bonus, and a comprehensive benefits program:

• 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)

About Global X

Global X was founded in 2008. For more than fifteen years, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a wide range of ETF strategies and $78.1 billion in assets under management. While we are distinguished for our Thematic Growth, Income, and International Access ETFs, we also offer Core and other funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more at www.globalxetfs.com.

Global X is a member of Mirae Asset Financial Group (“Mirae Asset”), a global leader in financial services, with $803 billion in assets under management worldwide. Mirae Asset has an extensive global ETF platform ranging across the U.S., Australia, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam.