Investment Strategy Analyst

ProShares; New York (NY); Hybrid; USD 70,000 - 105,000; Full time

Benefits offered by this job

Health care benefits (medical, dental,

Vision

401(k) matching

Hybrid in-office schedule

Paid time off

Education assistance

Wellness programs

Discretionary bonus

Job summary

ProShares seeks a highly motivated Investment Strategy Analyst to join our Investment Strategy Team. You will deliver investment expertise, research, and analysis that drive product strategies and help position products in the market.

You will partner with product development and management, providing investment-related guidance to craft compelling market offerings and communicate insights to clients and prospects.

Qualifications

• BA/BS required. CFA or CAIA, or progress towards, strongly preferred.
• 1-3 years of experience in financial services, with internships in investment strategy or asset management considered.
• Interest and experience in empirical analysis and statistical techniques applied to financial markets or investment products.
• Knowledge of analysis of time series data in Excel or other statistical software, PowerPoint experience, strong writing skills and attention to detail.
• Solid understanding of the equity and fixed income markets.
• Strong macro-economic perspective.

Responsibilities

• Support development and implementation of investment models, research and statistics for evaluating fund performance and fund usage.
• Develop and maintain periodic collateral.
• Conduct and support research and analytics related projects (investment performance, product usage, market themes).
• Prepare custom research and analysis for clients and prospects, with goal of direct client interaction.

Skills

Empirical analysis

Time series analysis

Excel

PowerPoint

Strong writing

Macro economics

Communication

Finance markets

Education

BA/BS degree

CFA/CAIA progress

Tools

Excel

PowerPoint

Job description

About Us

ProShares now offers one of the largest lineups of ETFs, with over $100 billion in assets. The company is a leader in strategies such as crypto, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.

About Us

ProShares now offers one of the largest lineups of ETFs, with over $100 billion in assets. The company is a leader in strategies such as crypto, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.

Position Summary

We are seeking a highly motivated and talented Investment Strategy Analyst to join our dynamic team. As an Investment Strategy Analyst at ProShares, you will play a critical role on our Investment Strategy Team in delivering investment expertise, research, and analysis that drive our product strategies and then communicate those strategies to clients and prospects. You will also partner with our product development and product management teams, with an emphasis on providing investment-related expertise to help create and position our products most successfully in the market.

What You'll Be Responsible For [1]:

• Support the development and implementation of investment models, research and statistics for evaluating fund performance and fund usage.
• Develop and maintain periodic collateral.
• Conduct and support research and analytics related projects as needed. These include but are not limited to:
• Investment performance of the product shelf.
• Use of products in investment strategy.
• Marketing themes/sales ideas.
• Assist with research projects; topics include fund performance analysis, risk measurement, strategy testing and portfolio construction issues.
• Prepare custom research and analysis for clients and prospects, with goal of direct client interaction.

What You Bring

• BA/BS required. CFA or CAIA, or progress towards, strongly preferred.
• 1-3 years of experience in financial services, with recent graduates possessing relevant internship experience in investment strategy, research, or asset management also considered.
• Interest and experience in empirical analysis and statistical techniques applied to financial markets or investment products.
• Knowledge of analysis of time series data in Excel or other statistical software, PowerPoint experience, strong writing skills and demonstrated attention to detail and rigor in the research process.
• Solid understanding of the equity and fixed income markets.
• Strong macro-economic perspective.

Knowledge, Skills And Abilities

• Analysis: Basic familiarity with portfolio management, financial markets, returns and risk measurement; work process must be efficient and appropriate to task complexity and importance; exploits all available information / sources / resources in context of work assignment; demonstrates ability to extract significant conclusions from analysis.
• Communication: Ability to communicate sophisticated investment, finance, and economic research analysis and concepts to a wide variety of audiences.
• Creation of Deliverables: Demonstrates full proficiency in Word, Excel, and PowerPoint; all work produced is clear and logically structured, of high quality (e.g., accurate, attention to details, grammar, syntax, spelling, layout, etc.); assumes full ownership for deliverable quality and timeliness.
• Attention to Detail: Strong focus on details and ability to complete projects according to a defined process.
• Individual Attributes: Exhibits constructive, team-oriented cooperative attitudes and behavior; ability to multitask; demonstrates initiative in developing self professionally; demonstrates high energy; organized; consistently applies research experience; highly reliable and discreet.

[1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compensation & Benefits

The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $70,000-$105,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance.

Benefits Include

• Competitive discretionary bonus
• Health care benefits (medical, dental & vision)
• Life, AD&D, supplemental life, disability, and legal benefit insurance
• 401(k) retirement plan with employer matching
• Spending accounts (Health Care, Dependent Care, and Transportation)
• Wellness programs - fitness reimbursement and Employee Assistance Program
• Education assistance
• Paid time off
• Hybrid work schedule (3 days in-office at our Bethesda, MD headquarters)
• Peer recognition and corporate matching gift programs

Additional Privacy Information For CA Residents

EOE STATEMENT

ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.