Index Analyst - Index Review

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Role Profile

The Index Analyst – Index Review role sits within the Chief Data Office’s organisation which is part of the Information Services Division.

The Index Review team are ultimately responsible for the review, rebalance, and reconstitution of the FTSE Russell index / product portfolio. It is a global group, with teams in Hong Kong, London, Fort Mill and Taipei. The group operates a “follow the sun model” with work as a single team across the different time-zones.

Key Responsibilities

FTSE Russell Index Review team in Taipei works closely with the Hong Kong Index Review team and other global teams in an index rebalancing support capacity. The team is responsible for the support/assisting of the day-to-day management of the FTSE Russell Indexes and Products. Key areas of responsibility will include:

• Conduct the periodic rebalance process of indexes and/or the associated implementation of any changes, in accordance with review schedule.
• Conduct eligibility checks on stocks potentially entering FTSE Russell indices, such as liquidity and free float.
• Collaborate with Data Management Team to source shareholder information from primary sources to ensure accuracy and reliability, and conduct detailed analysis of shareholdings to identify all restricted holdings, assigning restricted shareholders to categories within the current structure.
• Escalate to line manager any issues/concerns and report exceptions in a timely manner.
• Timely investigation and resolution of any client queries relevant to your role and areas of expertise.
• Highlight and recommend to your line manager any process improvements or efficiencies that will improve the levels of quality, productivity & client service.
• Participate as and when required in any projects or initiatives, supporting the on-boarding of new business into the team.
• Ensure that all of your tasks have been completed in accordance with your checklist(s) and procedures.
• Support the Index Change team carrying out user acceptance testing and supporting project work and providing documentation to the users.
• Strive to constantly improve your skills through any training & development that is available.
• Support your line manager in any functions as and when required.
• Actively contribute and lead training of other team members.
• Promote a good teamwork ethic across the teams (including other offices), actively encouraging interaction and providing assistance to others where required.

Candidate Profile / Key Skills

QUALIFICATIONS/EXPERIENCE

• It is expected that with limited supervision the individual will deliver each of the key objectives of the role identified above, working to strict deadlines and to the highest degree of accuracy. It is therefore expected that the individual will have:
• A degree in finance, economics, or equivalent experience required.
• Understanding of the investment management and portfolio construction across asset classes.
• Knowledge of performance measurement and portfolio analysis concepts.
• Excellent organizational skills and attention to detail with the ability to prioritize effectively, handle multiple projects under tight deadlines, identify/ flag/resolve potential issues early on.
• A proven track record for achievement in delivering a high quality service.
• Ability to write SQL queries to interrogate a data base and extract data.
• Proficiency in Python or Excel/VBA is a plus.
• Knowledge of Thomson-Reuters(Refinitiv)/Factset is beneficial.

TYPE OF PERSON

• Dynamic, enthusiastic and responsive to change.
• Ability to work to tight deadlines and under pressure.
• Logical and structured approach.
• Ability to pay meticulous attention to detail.
• Effective written and spoken communication and presentation skills.

GENERAL

• Comfortable with flexible hour
• Team player
• Highly motivated
• Self-starter

People are at the heart of what we do and drive the success of our business. Our colleagues thrive personally and expertly through our shared values of Integrity, Partnership, Change and Excellence, which are at the core of our culture. We embrace diversity and actively seek to attract people with unique backgrounds and perspectives. We are always looking at ways to become more agile, so we meet the needs of our teams and customers. We believe that an inclusive collaborative workplace is pivotal to our success and supports the potential and growth of all colleagues at LSEG.

Career Stage:

Associate

London Stock Exchange Group (LSEG) Information:

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

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