ETF Portfolio

Job Description Description The Data Collection & Management Team The Data Collection & Management team at CFRA is responsible for collecting and managing various forms of financial data. Our data is used by our in-house teams to generate products for our end customers institutional investors, brokers and wealth managers, among others. We manage the automated ingestion of data, as well as collect information manually. Everything we do helps to ensure the highest levels of data quality, completeness and timeliness. We recognize that data is a critical asset to every organization, and we view ourselves as stewards of that asset for CFRA. About You Must have at least 2 years of holdings experience in ETF / Mutual Funds. You enjoy working with ETF / Mutual Funds Holdings data. You are passionate about how data can facilitate insights and tell stories. You are a quick learner who is interested in finance, and will enjoy working with data about companies, equities, funds (mutual funds and exchange-traded funds), and other financial instruments. You are detail-oriented and able to work independently. You have strong quantitative skills and are very analytical. You feel a strong send of ownership over your work and are comfortable leading speaking with vendors, clients and various internal stakeholders. When you encounter a problem, you think critically about the root cause and come up with suggestions for long term solutions. You also are constantly on the lookout for ways to improve our processes. Key Responsibilities - Execute the daily ETF / Mutual funds holdings collection, cleaning, and validation processes of fund-related data to ensure accuracy and reliability. - Monitor and perform quality assurance on data ingested via automated processes - Identify and address errors, duplicates, or inconsistencies in datasets to maintain accuracy and integrity. - Interact with a Scrum Team for identifying and resolving issues with automated processes - Participate in expanding data collection efforts. - Assist Assistant Manager/Manager in preparing comprehensive reports on incident reporting, Root Cause Analysis (RCA), fixes, and work in progress on key metrics and insights. - Respond to data-related inquiries from Senior Analyst and your inline Manager. - Maintain documentation of data sources, processes, and methodologies. - Work closely with data engineers to establish and optimize data pipelines. Basic Qualifications - Bachelor's or master's in science, Technology, Engineering, Mathematics, Finance or Accounting - 2-4+ years experience in funds/indexing industry within data, analytics or finance-related role - Familiarity with ETFs, Mutual Funds and/or other financial instruments - Detail-oriented, analytical nature Skills, Knowledge and Expertise - Hands-on experience working with development teams on ETL operations. - Knowledge of SQL. - Experience in managing large datasets. - Excellent communication and interpersonal skills. - Problem-solving and decision-making capabilities. - Ability to work independently, think out of the box and constantly chase quality. This role operates on a 2:00 PM 11:00 PM IST schedule, MondayFriday, to support U.S. market hours. Candidates must be fully available for this shift. Benefits - 21 days of Annual Vacation - 8 sick days - 6 casual days - 1 paid Volunteer Day - Medical, Accidental & Term Life Insurance - Telehealth, OPD - Competitive pay - Annual Performance Bonus About CFRA CFRA is a leading independent investment insights and data analytics company. Through an unmatched multidisciplinary approach to investment research, including expert lenses on forensic accounting, fundamental, policy, legal, fund, and technical research, CFRA provides actionable analytics to make better investment and business decisions. CFRA is results-oriented, we place an unwavering priority on the quality of our research, from the productivity and performance of our analysts to the success of our client relationships. Over 2,000 clients rely on CFRA's proprietary research conducted by experts who uniquely analyze industries, funds and companies of interest with our time-tested and rigorous research methodology. On October 1, 2016, CFRA acquired S&P Global's Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920's and has amassed a worldwide base of investing clients. With the addition of Washington Analysis in 2021, CFRA further strengthens its already robust research and data offerings. CFRA clients will now be able to leverage Washington Analysis unique and in-depth research specializing in identifying risks and opportunities across asset-classes emanating from U.S. courts, Congress, and regulators, at both the state and federal levels. The combined firm is committed to being the world's leading independent investment research firm with 90 global analysts, authoring in-depth qualitative research on 1,600+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 73 Industries, 19,000+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies. Founded as the Center for Financial Research and Analysis in 1994, today our company is simply known as CFRA. However, our mission remains to be the center for our global clients by providing independent, differentiated, and actionable analysis to help you make better investment and business decisions. Our clients are based in the US, Europe, Middle East, Asia, and Australia representing thousands of investment professionals and risk managers at leading hedge funds, mutual funds, pension managers, insurance companies, private equity, investment advisors, banks, regulators, corporations, and professional service organizations.