Montreal Exchange

Index Governance Analyst

Montreal Exchange$85K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or related field; Communications degree acceptable with relevant experience.
  • 1–2 years of experience in financial indexing, structured products, portfolio analysis, or relevant internships.
  • Strong analytical skills for data synthesis and actionable insights.
  • Growth mindset, eager to develop expertise in index construction and regulatory frameworks.
  • Proficient in writing clear, concise reports on complex topics.
  • Exceptional organizational skills for managing multiple projects and deadlines.
  • Excellent verbal and written communication skills, comfortable engaging diverse audiences.

Responsibilities

  • Manage VettaFi’s governance documents, ensuring version control and annual reviews.
  • Assist in client due diligence by managing information requests and responding to inquiries.
  • Participate in operational index reviews to ensure indexes meet market representation.
  • Support the creation and maintenance of index methodologies and public-facing documents.
  • Ensure compliance with IOSCO and benchmark reporting, assist with regulatory inquiries.
  • Oversee collection and tracking of compliance attestations and employee training.
  • Partner with technology teams to review operational requirements annually.

Benefits

  • Hybrid work model (3 days in-office/week, based in New York City).
  • Exposure to index product development and quantitative regulatory compliance.
  • Entry-level opportunity with potential for rapid career growth in a dynamic environment.
  • Access to industry knowledge and development in a leading financial organization.
Full Job Description

The Index Governance Analyst is essential to the day-to-day administration of VettaFi’s benchmark control framework. Operating across our $87 billion global index suite (covering equity, factor, thematic, and fixed-income assets), this role focuses on maintaining our extensive library of policies and methodologies, tracking compliance attestations, and ensuring all governance activities are impeccably documented for audit trails. This is an exceptional entry-level opportunity to gain deep exposure to index product development, quantitative regulatory compliance, and benchmark operations.

Key Responsibilities

  • Governance Administration: Manage the central repository of VettaFi’s governance documents, ensuring version control and annual review tracking of Index Governance policies.

  • Client Engagement & Support: Assist in client due diligence processes by managing information requests, clarifying index methodology details, and ensuring timely responses to inquiries from external stakeholders.

  • Operational Index Review: Participate in and provide operational support for formal index reviews to verify that indexes continue to meet their original design and market representation.

  • Methodology Development & Maintenance: Support the drafting and creation of new index methodologies and coordinate the formal publishing and maintenance of all public-facing methodology documents on the corporate website.

  • Compliance & Regulatory Reporting: Assist in ensuring compliance with IOSCO and benchmark reporting requirements. Act as a point of contact for internal/external stakeholders, including assisting the Head of Index Governance in preparing documentation and responses for regulatory inquiries (e.g., SEC).

  • Administrative Oversight: Manage the collection, logging, and tracking of annual employee training, compliance attestations regarding personal trading, and conflict disclosures.

  • Operational Strategy: Partner with our internal technology provider to assist the Head of Index Governance in the annual review of operational requirements.

Qualifications

  • Education: Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related field. Communications degree is acceptable with corresponding financial market coursework or experience.

  • Relevant Experience: 1–2 years of experience (or a recent graduate with relevant internships) in financial indexing, structured products, portfolio analysis, or research.

  • Analytical Skills: Ability to identify issues, analyze data, synthesize information, and provide actionable recommendations.

  • Growth Mindset: A curiosity and commitment to continuous learning, with a strong desire to develop expertise in index construction, financial benchmarks, and evolving global regulatory frameworks.

  • Documentation Proficiency: Expertise in writing clear, concise reports that convey complex information in an understandable manner.

  • Organizational Skills: Excellent time management, prioritization, and ability to manage multiple concurrent projects and deadlines.

  • Communication Skills: Exceptional written and verbal communication skills, with the ability to clearly convey complex information to diverse audiences. Comfort and confidence in speaking to groups, including both internal teams and external stakeholders or clients, including those unfamiliar with the subject matter.

  • Team-Oriented: A highly motivated team player who demonstrates integrity and courage in all endeavors.

  • Adaptability: Ability to thrive in a fast-paced, ever-changing environment where priorities may shift based on regulatory updates.

Preferred Qualifications:

  • Programming Skills: Familiarity with programming languages/tools such as SQL, VBA, Matlab, Python, and other database query tools.

  • Industry Knowledge: Understanding of financial indexes, exchange-traded products, and structured products and related global regulations.

This role is hybrid (3 days in the office/week) - based in New York City, NY.

Salary Range: $85,000K/year - $95,000K/year USD

Please note that the Salary Range included is a guideline only. The salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

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