GENERAL SUMMARY: The Assistant Director, Index Analytics is a functional/technical specialist on financial data analysis and consultant in the areas of index methodology, data, and index investing, as the current assignment and project requirements may dictate. The Assistant Director, Index Analytics' primary responsibilities include 1) independent financial data analysis at the security, company, and index level to facilitate creation of new indexes, 2) collaborating with Analytics team members on issues related to index metrics and methodologies for analysis and marketing purposes, and 3) development of key messages for promotional materials explaining benefits of CRSP index methodologies and periodic reports. Demonstrating effective teamwork is an important part of this responsibility in that the candidate will partner with others in the Analytics team and work closely with personnel in Client Services, Index Operations, Programming, and Operations. Related duties will include the incorporation and processing of related information being collected from internal and external sources and from research databases.
PRINCIPAL DUTIES AND RESPONSIBILITIES
Conduct financial analysis of current and proposed indexes or investment strategies, using statistical methods and various analytical tools
Perform analysis and manipulate large datasets to extract meaningful insights
Prepare reports summarizing research findings for white papers or marketing materials
Independently review and analyze financial statements
Serve as a technical and marketing specialist on index analysis including understanding index-related data (both input and index related reference/research data)
Develop functional knowledge of the maintenance and management of stock universe information and understand corporate actions and their impact to the CRSP Indexes
Participate in projects as required, in efforts to improve and expand CRSP Index offerings and data quality and to enhance internal procedures
Meet with clients and representatives visiting the CRSP operation and/or respond to client inquiries.
Collaborate and coordinate with all CRSP staff in a team-oriented environment
Maintain effective working relationships with all members of CRSP through cooperation, coordination and mutual respect
Maintain confidentiality and deal discretely with confidential information
Demonstrate initiative and assume other duties as assigned
Other duties as assigned
MEASUREMENTS OF SUCCESS:
Demonstrated expertise in the areas of Quantitative Methods and data manipulation
Effectively presents complex financial topics to colleagues within CRSP and clients outside CRSP
Successfully collaborates with analytics team and relevant others on issues relating to index metrics and methodology for analysis or marketing purposes
REQUIRED KNOWLEDGE, SKILLS AND EXPERIENCE:
A Bachelor's Degree in a quantitative field, typically Finance, Accounting, Economics, or Statistics/Mathematics
Three (3) to five (5) years of financial and data analysis/research experience in a major financial firm, or CFA or an MBA in Finance with two (2) or three (3) years of work experience in financial industry
Proficiency in statistics, mathematics, and computer science relevant to data analysis
Experience working within strict deadlines and managing workloads effectively
Advanced knowledge of financial and real-time news sources (sec.gov, Factiva, Bloomberg, etc.)
Advanced experience with Microsoft Office environment
Expert knowledge of Excel
Experience with analytic tools like SAS, Python, and R, and with relational databases preferred, including the working knowledge of SQL.
Experience completing assigned project research with minimal supervision or assistance
Ability to explain complex financial topics in an accessible manner
Excellent written and verbal communication skills
Ability to pay meticulous attention to detail
Sound analytical and research skills
Ability to work effectively both independently and in a team environment
Mental Demands:
Strong attention to detail; analytic and problem-solving skills; ability to investigate and analyze information and to draw conclusions; ability to use independent judgment and operate under time-pressure and strict deadlines.
Physical Demands:
Work is performed in a professional office environment. Work will require extensive computer terminal use, possibly involving multiple screens and keyboards in individual workspaces, and regular use of additional shared terminal and hardcopy resources. May require work travel and client-facing interactions.
WORK SCHEDULE: Standard hours of operation: 8:30 a.m. to 5:00 p.m. Some flexibility may be required for client interaction and travelling.
LOCATION: 105 West Adams Street, Suite 1700, Chicago, IL 60603