Company Description
Job Overview
In this role, you will serve as a key partner to our clients in the delivery and ongoing management of index rebalances, custom equity baskets, and investable index strategies. You will combine client relationship management, index implementation, and technology testing to support high-quality product delivery.
This is an opportunity for a proactive and fast-learning professional to contribute to client projects, improve operational workflows, and help develop scalable solutions across the business unit.
Your Tasks
- Serve as the main point of contact for your dedicated clients on index rebalancing, including timelines, methodology questions, results, and issue resolution.
- Execute client-provided index rebalances, validating the delivered constituents, weight changes, checking data inputs and outputs, and ensuring accurate implementation.
- Partner with Delta One desks to set up and manage custom equity baskets, coordinating basket requirements, constituent and weight changes, and ongoing rebalancing.
- Work with clients teams to set up investable index strategies that reflect client objectives and emerging investment themes.
- Coordinate internal and external client projects, from requirements gathering and implementation through testing and delivery.
- Use Python and APIs to retrieve, validate, and process data, and to improve recurring index-management workflows.
- Test new features of the index calculation engine in consultation with IT, document findings, and help resolve issues before release.
- Identify practical improvements that strengthen the accuracy, efficiency, and scalability of the business unit.
Your Profile
- 4+ years of experience in index management, portfolio management, equity markets, or a similar process-driven financial environment.
- Excellent written and verbal communication skills in English, with strong client relationship skills and the ability to explain index, portfolio, and operational concepts clearly.
- Working experience with data vendors/aggregators like FactSet, Refinitiv, Bloomberg is a plus
- Organized and capable of managing multiple client projects, rebalancing cycles, testing activities, and deadlines in a fast-paced environment.
- Academic degree in Finance, Economics, Financial Engineering, Mathematics, or a related field.
- Experience with SQL, VBA, Python, API’s is an asset.
Our Offer
- Global Team: Join our motivated international team at Solactive
- FinTech Excellence: Experience FinTech excellence at Solactive
- Modern Culture: Enjoy our modern, flat hierarchy and startup-like culture
- Responsibility & Connections: Take over responsibility from day one and build relationships in- and outside of the company.
- Vacation: Enjoy 30 annual vacation days, plus extra time off for Christmas Eve and New Year
- Competitive Compensation: Receive a competitive compensation package
- Special Benefits: Job ticket and gym access, access to Corporate Benefits, modern office space with ergonomic set-up, employee lounge, and free beverages and fruits
- Community & Networking: Engage in our various networking events
- Professional Development: Grow both personally and professionally through our diverse training offers
- Flexibility: Embrace a flexible work culture with the freedom to choose your work hours, including a hybrid work model, all within a diverse and dynamic environment
Your Application
You want to know more about life at Solactive? Visit Work@ Solactive
About us
(Senior) Associate – Equity Indexing in Frankfurt am Main Arbeitgeber: Solactive AG
Solactive AG ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern eine moderne Unternehmenskultur mit flachen Hierarchien und einem dynamischen, internationalen Team bietet. Mit 30 Urlaubstagen und zusätzlichen freien Tagen zu Weihnachten und Neujahr fördert das Unternehmen eine ausgewogene Work-Life-Balance und bietet zahlreiche Vorteile wie ein Jobticket, Zugang zu Fitnessangeboten und ein ergonomisches Büro. Zudem haben Mitarbeiter die Möglichkeit, von Anfang an Verantwortung zu übernehmen und wertvolle Beziehungen innerhalb und außerhalb des Unternehmens aufzubauen.