Portfolio Analyst

5 days ago

Malvern, Pennsylvania, United States Pacer ETFs Full time

PORTFOLIO ANALYST

Pacer Advisors is looking to fill the role of
Portfolio Analyst
.

Pacer Advisors is the investment advisor to Pacer ETFs. Pacer ETFs is one of the fastest growing ETF companies, with over $40 Billion in AUM and 50+ funds.

Portfolio Management Analysts will have the opportunity to be involved in all stages of the investment management process impacting all segments of the firm. Working with the investment team will develop both the quantitative and qualitative skills of the candidate.

Required Skills and Background:

  • Candidates for the position should possess knowledge of Exchange Traded Funds (ETFs) a must, while understanding how they are managed and structured.
  • Must have 5 years prior experience in the industry.
  • Job requires to work in-office M-F
  • The job requires management of multiple projects often under time constraints, constant communication with various teams, a willingness to get the job done to meet various deadlines and have extreme attention to detail.
  • Experience with FactSet and Bloomberg is a must.
  • Experience with Portfolio Order Management Systems a plus.
  • Excellent Excel skills a must
  • CFA, CAIA or other designations are not required, but would be encouraged to pursue.

Responsibilities:

  • Plan, coordinate, communicate, and conduct rebalances across all funds, utilizing various tools and methodologies, including the custom-in-kind basketing process.
  • Communicate with all brokers on any necessary trading functions on behalf of the funds and understand all tax scenarios and implications as it relates to trading the funds.
  • Communicate with the AP community and be able to negotiate necessary capital requirements for the funds during rebalance periods.
  • Evaluate and review existing and potential indexes through solid understanding of economic, financial, fundamental, and technical aspects of the investing lifecycle, including the development and proofing of back tests.
  • Provide regular communications, analysis, and insights to our Sales team for use with financial professionals and the investing public.
  • Have experience in doing
    Comparisons
    that differentiate products, Indexes and competitors ETFS.
  • Provides daily reporting to ETF Portfolio Managers and Pacer Management and all of our sales staff, both Retail and Institutional.
  • Closely follow and understand the Capital Markets, Federal Reserve activity, and drivers of performance on a macroeconomic and security-specific level and be able to communicate these insights through ideas and provide our sales team with support.

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