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Pacer ETFs · 1 hour ago

Portfolio Analyst

Malvern, PA

Full-time

Onsite

Mid Level

3+ years exp

Pacer Advisors is the investment advisor to Pacer ETFs, one of the fastest growing ETF companies with over $40 Billion in AUM. The Portfolio Analyst will be involved in all stages of the investment management process, working with the investment team to develop both quantitative and qualitative skills.

ConsultingFinancial Services

Hiring Manager

Kimberly Thomson Zeller

Responsibilities

Develop a thorough understanding of the methodologies of the Pacer funds, both individually and within a portfolio

Monitor and analyze Capital Markets, Federal Reserve activity, and performance drivers on both a macroeconomic and security-specific level and effectively communicate these insights to support the sales team

Create, develop, and share thought leadership content based on market and economic conditions for internal use and the financial advisor network

Engage with clients about various aspects of the ETF market structure

Evaluate and review existing indexes with our current index providers and identify potential new index partnerships

Conduct research, testing and development of investment strategies

Provide regular communications, analysis, and insights to our Sales team for use with financial professionals

Research competitor funds to differentiate Pacer product solutions

Provide necessary reporting to ETF Portfolio Managers and Pacer Management both Retail and Institutional

Utilize FactSet, Bloomberg, Morningstar, and other various systems to evaluate fund offerings

Works closely with Marketing and Distribution teams to ensure updated and impactful data

Qualification

Asset management knowledgeInvestment research experienceFactSet proficiencyBloomberg proficiencyExcel proficiencyMultitasking abilitiesCritical thinkingCommunication skillsAttention to detail

Required

Strong knowledge of the asset management industry, economy, and equity markets

Comprehensive understanding of economic, financial, fundamental, and technical aspects of the investing lifecycle

3 - 5 years of experience in asset management and investment research

Availability to work in-office Monday through Friday

Ability to manage multiple projects under time constraints, maintain constant communication with various teams, and demonstrate a commitment to meeting deadlines with extreme attention to detail

Strong communication skills, attention to detail, multitasking abilities, and critical thinking skills

Experience with FactSet and Bloomberg

Excellent proficiency in Excel