Role Summary

The ETF Analyst supports the ETF Specialists team as a key resource for ETF research, data analysis, content development, and industry intelligence. The role will help the team operate more efficiently by providing analysis, maintaining ETF materials, and responding to ETF inquiries. This role works closely with ETF Specialists and partners across Distribution, Investments and Marketing, and reports to the Senior ETF Specialists (Research).

Responsibilities

ETF Research Support:

• Support ETF Specialists with product and industry research.
• Maintain ETF Specialist related content materials for key client segments (B/D, RIAs, platforms, home office).
• Analyze ETF strategies, performance, exposures, and competitors to support client discussions.
• Ad hoc ETF team support, including RFPs and DDQs.

Content & Materials Support:

• Support the development of ETF thought leadership content, commentary, and internal communications.
• Help develop and maintain ETF presentations, talking points, and client materials.

Client & Distribution Support:

• Support ETF Specialists with preparation and follow up for client meetings and presentations.
• Triage and respond to inbound ETF inquiries from sales and other internal partners.
• Develop ETF expertise to independently address routine product, market, and industry inquiries over time.

Qualifications

Required:

• Bachelor’s degree or equivalent
• 3+ years of experience in asset management, financial services, investment research, product, or related role.
• ETF experience strongly preferred (research, distribution, capital markets, or investment strategy).

Preferred:

• Intellectual curiosity with a proactive approach to problem solving.
• Collaborative team player with a strong desire to learn, develop, and take on increasing responsibility.
• FINRA Series 7 and 63

FINRA Requirements

FINRA licenses are not required.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Benefits