Smart Portfolio Analyst
- רמת גן
- משרה קבועה
- משרה מלאה
- Collaborating closely with the Smart Portfolio team under the guidance of the Investment Portfolios Team Leader.
- Monitoring existing Smart Portfolios, including managing events such as rebalancing, corporate actions, and investing idle cash.
- Analyzing current portfolios and providing recommendations for enhancements or changes based on market developments.
- Assisting in the research, design, and implementation of new Smart Portfolios, aligned with emerging investment trends.
- Engaging with large clients holding Smart Portfolios to ensure long-term retention, while explaining our methodology, performance, and the impact from capital markets.
- 2-3 years of experience in the financial services or FinTech industry.
- Previous experience at an ETF or index provider is a strong advantage.
- Possesses a solid understanding of capital markets, with hands-on experience in managing portfolios or indices - a must.
- Is a proactive, hands-on individual who can ensure timely and efficient project delivery within scope and budget.
- Brings technical proficiency, including familiarity with tools like Google Sheets and SQL.
- Has very good English communication skills, both written and verbal.
- Is highly organized, with strong problem-solving, multi-tasking, and interpersonal abilities.
- Maintains a “can-do” attitude, is performance-driven, and results-oriented.
- Demonstrates strong communication and prioritization skills, especially under pressure.
- Can work independently as well as collaboratively on both strategic projects and daily operations.
- Pays great attention to detail and accuracy.
Mploy