Index Rebalance Strategies

3 weeks ago


New York, United States Tardis Group Full time

Job Title: Index Rebalance Research & Sub PM’s

Location: United States

Reports To: Portfolio Manager

Position Overview:

We are seeking an experienced Index Rebalance Analyst and will also look at Sub Portfolio Managers to join our dynamic team. The ideal candidate will collaborate closely with the Portfolio Manager (PM) to develop and implement index rebalancing strategies, ideally suited to US and Asian market coverage. This role requires a deep understanding of financial markets, advanced research and programming skills, and the ability to work within a transparent and collaborative environment.

Principal Responsibilities:

  • Work alongside the PM to develop and refine index rebalancing strategies, with a primary focus on:
  • Idea generation for innovative index rebalancing approaches.
  • Data gathering, research, and analysis related to index rebalancing.
  • Model implementation, testing, and backtesting to optimize index rebalancing strategies
  • Combine strong financial insights with extensive knowledge and experience in index rebalancing strategies.
  • Collaborate transparently with the PM throughout the entire investment process, contributing to decision-making and strategy refinement.

Preferred Technical Skills:

  • Strong research and programming skills are essential.
  • Proficiency in Matlab, Python, and SQL.
  • A Master’s or PhD degree in a quantitative field such as Computer Science, Applied Mathematics, Statistics, or a related discipline.

Preferred Experience:

  • A minimum of 5 years of experience as a research analyst or sub-portfolio manager in an index rebalancing trading environment.
  • Proven ability to conduct independent research and analysis.
  • Experience in quantitative development is also considered, provided it is complemented by relevant research experience.

Highly Valued Relevant Experience:

  • Over 5 years of professional experience in an index rebalancing trading environment, particularly within a proprietary trading desk or hedge fund. We may also consider exceptional sell-side candidates.

Why Join Us:

  • Work in a collaborative, transparent environment with direct access to the entire investment process.
  • Contribute to cutting-edge strategies.
  • Be part of a team that values innovation, research excellence, and strategic thinking.



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