VettaFi · 7 hours ago
Index Research Analyst
Liberty, NY
Full-time
Hybrid
Mid Level
$70K/yr - $80K/yrVettaFi is a unified financial services company dedicated to providing insights and specialized services to asset managers and investors. They are seeking an enthusiastic Index Research Analyst to manage global index operations, ensuring accurate calculations and timely dissemination of index products to support their diverse client base.
FinanceFinancial ExchangesFinancial Services
No H1B
Responsibilities
Index Portfolio Management: Oversee and maintain a portfolio of global indexes across various markets, industries, and client needs, ensuring optimal functionality and relevance
Index Calculation & Dissemination: Validate daily index calculations and the timely dissemination of data, adhering to our proprietary index methodology guidelines through VettaFi’s advanced index platform
Quality Assurance: Perform comprehensive QA processes, ensuring the accuracy and reliability of data related to index calculations, corporate actions, and other index-related information
Corporate Action Research: Research and monitor global corporate actions, leveraging internal and external datasets to guarantee precise action details and impact assessments
Impact Analysis: Analyze corporate action events, ensuring that their implementation aligns with index methodology guidelines, and communicate findings to stakeholders
Data Feed Monitoring: Track and validate key data feeds (corporate actions, FX rates, exchange prices, etc.) to ensure ongoing data accuracy
Client Reporting: Create and distribute regular index statistics, factsheets, presentations, and other materials for clients, showcasing key performance indicators and insights
Custom Reporting: Design and implement automated custom reports for index licensees, delivering actionable insights tailored to their needs
Client Support: Provide timely and thorough responses to a range of index-related client inquiries, from corporate actions to statistical analysis and marketing collateral
Qualification
Required
Bachelor's degree in Finance, Economics, Mathematics, Statistics, Information Systems, or a related field
Proven experience in financial indexing, structured products, portfolio analysis, or research
Advanced proficiency in Excel; ability to design, manipulate, and maintain large datasets with precision
Strong understanding of portfolio theory, multi-asset allocation models, and financial/portfolio mathematics
Ability to identify issues, analyze data, synthesize information, and provide actionable recommendations
Excellent time management, prioritization, and ability to manage multiple concurrent projects and deadlines
Exceptional written and verbal communication skills, with the ability to clearly convey complex information to diverse audiences
A highly motivated team player who demonstrates integrity and courage in all endeavors
Curiosity and a commitment to continuous learning and professional development
Ability to thrive in a fast-paced, ever-changing environment
Preferred
Familiarity with programming languages/tools such as SQL, VBA, Matlab, Python, and other database query tools
Understanding of global regulations related to financial indexes, exchange-traded products, and structured products
Expertise in writing clear, concise reports that convey complex information in an understandable manner
Benefits
Generous time-off and leaves
Culture of flexibility and balance
Cloud-first and hybrid workstyle
Team Impact spreads social good via our giving strategy
Company
VettaFi
VettaFi is a finance company that specializes in offering investment advice, indexing, and distribution for veterans and entrepreneurs.
Founded in 2022
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$175MKey Investors
TMX Group
2023-12-13Acquired
2023-01-09Corporate Round· $175M
Leadership Team
Laure Richmond
Chief Financial Officer
Sebastian Jakob
Chief Operating Officer
Recent News
2025-10-30
Company data provided by crunchbase