Senior Index Analyst

Role Purpose:

This role sits within the FTSE Russell Operations team, supporting FTSE Russell Index and Benchmark Solutions within the London Stock Exchange Group (LSEG). The Senior Index Review Analyst plays a meaningful role in maintaining the accuracy and integrity of financial indices by conducting detailed reviews and assessments. They ensure that index methodologies are followed meticulously, and any vital adjustments are made promptly to reflect market changes accurately.

The Index Review team are ultimately responsible for the review, rebalance, and reconstitution of the FTSE Russell index / product portfolio. It is a global group, with teams in Hong Kong, Taipei, London, and Fort Mill. This position requires flexibility to work in all shifts, including Nights, demonstrating adaptability and dedication to fulfill job responsibilities around the clock.

Please note that the working hours for this position can vary as the business needs require. This means that weekend work, extended hours, and market holiday coverage can and will be encouraged to meet critical business Objectives.

Key Responsibilities

• Conduct the periodic rebalance process of indices and/or the associated implementation of any changes, as per review schedule.
• Implement adjustments to index methodologies, rebalancing criteria, or constituent selection criteria as needed to maintain index accuracy and relevance.
• Performing due diligence on Equities poised to Join FTSE Russell Indices involves assessing their liquidity and free float status to determine eligibility.
• Conduct data analysis on the results of index rebalances to ensure accuracy and quality of the changes of the review.
• Demonstrate ability to communicate and articulate the effects and impact of the index rebalance/reviews on end clients.
• Raise any issues/concerns to the line manager and report exceptions in a timely manner.
• Timely investigation and resolution of any client queries relevant to your role and areas of expertise.
• Document review findings, methodology changes, and rationale for adjustments in accordance with internal policies and industry standard methodologies.
• Using all available data sources including data vendors, stock exchanges and regulatory filings to research and analyze underlying security level data.
• Supervise ongoing index performance and conduct periodic evaluations to identify areas for improvement or optimization.
• Support the onboarding of new business to the team.
• Participate Actively in training and onboarding new team members.
• Promote partnership and collaboration across teams (including other offices), actively encouraging interaction and providing assistance to others where required.

QUALIFICATION EXPERIENCE

• Proven experience (typically 5+ years) in financial services, with a focus on index management, financial analysis, or investment research.
• Familiarity with index methodologies, portfolio management principles, and financial market operations.
• Knowledge of index construction methodologies (e.g., market-cap weighting, equal weighting, factor-based weighting) and rebalancing processes
• Familiarity with regulatory frameworks governing financial indices (e.g., IOSCO principles, EU BMR).
• Advanced level Excel proficiency as well as experience with a structured programming language such as VBA or SQL.
• Excellent communication and presentation abilities, with the capacity to convey technical information clearly and concisely.

Type of Person

The ideal candidate for this role is a meticulous and diligent professional with a passion for financial markets and index management. They should possess strong analytical capabilities, coupled with the ability to think critically, and address sophisticated problems. The candidate should be adaptable to fast-paced environments and demonstrate a proactive approach to staying updated on industry developments and standard processes. Leadership skills, including ability to mentor and support junior team members, are also highly valued.

GENERAL

• Flexibility with working hours to accommodate global market hours and index review cycles.
• Willingness to support and assist team members, including backing the Team Leader as needed.
• Strong team player who can collaborate optimally with colleagues from a diverse set of backgrounds.
• Positive demeanour and willingness to take on new challenges.
• Integrity and professionalism in dealing with confidential and critical information.

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone's race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

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