International Index Researcher
Aquis Search Hong KongInternational Index Researcher
1. Index Tracking and Evaluation:
• Continuously track mainstream overseas indices (such as broad-based, sector, thematic, and strategy indices), analyzing their compilation rules, constituent stock structure, historical performance, and risk characteristics.
• Evaluate the investment value of indices, write in-depth research reports, and provide data support for index fund product design.
2. Index Development and Optimization
• Participate in the design of customized index solutions (such as Smart Beta, ESG themes, sector rotation, etc.), propose optimization suggestions, and meet product innovation needs.
• Study the impact of index rebalancing, constituent stock adjustments, and other rules on fund operations.
3. Data Modeling and Quantitative Analysis
• Construct index simulation portfolios and calculate key indicators such as tracking error, liquidity, and turnover rate.
• Develop index evaluation models to quantitatively analyze index return attribution and risk exposure.
4. Product and Investment Decision Support
• Provide suggestions on target index selection and feasibility analysis for index fund issuance.
• Assist the investment team in monitoring the operation of index funds, alerting to deviation risks and providing adjustment suggestions.
5. Market Research and Industry Insights
• Track global index investing trends, regulatory policies, and competitor dynamics, and regularly output industry analysis reports.
• Research the application potential of emerging asset classes (such as REITs and commodity indices).
Job Requirements
1. Education Background
• Master's degree or above from a top-tier domestic or international university, majoring in financial engineering, statistics, economics, mathematics, computer science, or related fields.
2. Professional Knowledge and Skills
• Familiar with index compilation methodologies (e.g., market capitalization weighting, equal weighting, factor weighting), and familiar with mainstream index systems.
• Proficient in using Python/R/SQL for data processing, modeling, and backtesting (essential).
• Proficient in using financial terminals and databases such as Bloomberg.
• Familiar with fund laws and regulations and the operation process of index funds (e.g., subscription and redemption, constituent stock adjustments).
3. Experience Requirements
• 3 years or more of experience in index research, quantitative analysis, or financial engineering; experience working for overseas mutual funds, securities firms, or index companies is preferred.
• Ability to independently complete index research projects; experience in index development or strategy index design is a plus.