ETF Research & Portfolio Analytics Analyst

Pacer ETFs; Malvern (Chester County); On-site; USD 85,000 - 120,000; Full time

Job summary

Pacer ETFs in Malvern, PA is seeking an ETF Investment Research Analyst to support research, analysis, and communication of ETF strategies and model portfolios. You will collaborate with Senior ETF Strategist, Portfolio Managers, Marketing, and Distribution to develop insights and maintain content.

The role involves portfolio analysis, competitive research, data maintenance, and responding to investment-related requests from wholesalers and key accounts.

Qualifications

• 2+ years of experience in investment research, portfolio analysis, asset management, ETF product strategy, performance analytics, or related investment role
• Strong understanding of equity markets, investment fundamentals, portfolio construction, and performance measurement
• Familiarity with ETFs, mutual funds, indexes, or model portfolios
• Experience analyzing investment portfolios and working with holdings, performance, benchmark, and market data
• Ability to interpret quantitative information and communicate the key conclusions clearly
• Strong writing and editing skills, with the ability to turn investment analysis into concise content
• Experience creating or supporting investment presentations, reports, commentary, or other client-facing materials
• Strong attention to detail and a commitment to maintaining accurate investment data and content
• Ability to manage multiple assignments and deadlines in a collaborative, fast-paced environment
• Proficiency with Microsoft Excel and PowerPoint
• Experience with investment research platforms such as FactSet, Bloomberg, or Morningstar Direct
• Bachelor’s degree in finance, economics, mathematics, statistics, business, or a related field

Responsibilities

• Support the Senior ETF Strategist and Portfolio Managers in researching, analyzing, and communicating the firm’s ETF strategies and model portfolios
• Conduct portfolio, market, and competitive analysis across the firm’s ETF lineup
• Analyze portfolio holdings, sector and industry exposures, factor characteristics, valuation metrics, performance drivers, and risk measures
• Prepare performance attribution and portfolio-positioning analysis for internal and external use
• Work closely with Marketing to create and maintain investment content, including presentations, fact sheets, market commentaries, advisor and client communications
• Review and validate investment data used in marketing materials, sales presentations, reporting systems, and digital content
• Provide wholesalers and distribution teams with timely analysis on fund performance, portfolio positioning, competitive comparisons, and market developments
• Prepare fund comparisons that identify differences in investment process, portfolio construction, exposures, performance, and potential portfolio applications
• Help translate portfolio and market analysis into clear investment narratives and talking points for sales teams and clients
• Support the development of white papers, research reports, market commentary, and investment insights
• Monitor financial markets, ETF industry developments, competitor activity, and trends across different asset classes
• Respond to due-diligence questionnaires, key account requests, consultant inquiries, and other client-related research needs
• Assist with the preparation of investment committee, board, compliance, and product-review materials
• Maintain portfolio, performance, benchmark, and strategy data used across investment, marketing, sales, and reporting systems
• Support the maintenance and distribution of model portfolios and SMA strategies across third-party platforms
• Coordinate with Portfolio Management, Marketing, Compliance, Product, and Distribution to ensure investment information is accurate, consistent, and delivered on schedule
• Contribute ideas for new research topics, client content, portfolio solutions, and product positioning

Skills

Investment research

Portfolio analysis

Excel & PowerPoint

Data interpretation

Written communication

Cross-functional collaboration

Financial markets knowledge

Education

Bachelor's degree in finance, economics, mathematics, statistics, business, or a related field

Tools

FactSet

Bloomberg

Morningstar Direct

Job description

Pacer ETFs in Malvern, PA is seeking an ETF Investment Research Analyst to support research, analysis, and communication of ETF strategies and model portfolios. You will collaborate with Senior ETF Strategist, Portfolio Managers, Marketing, and Distribution to develop insights and maintain content.

The role involves portfolio analysis, competitive research, data maintenance, and responding to investment-related requests from wholesalers and key accounts.