What are the responsibilities and job description for the Portfolio Management Analyst position at Phaxis?
Job Summary:
We are seeking an ETF Portfolio Management Analyst to support daily operations and trading activities within an asset management team. This role ensures proper trading, rebalancing, and compliance with model portfolios while collaborating with portfolio managers, traders, and operational teams.
Your Role:
- Rebalance portfolios to ensure accurate index tracking.
- Monitor funds and indices for corporate actions, cash management, and rebalances.
- Generate trade instructions in alignment with investment guidelines.
- Support capital markets, portfolio managers, and client inquiries.
- Contribute to new product launches, process improvements, and financial risk reduction projects.
Qualifications:
- 1-3 years of experience in financial services, asset management, or related fields.
- Familiarity with ETFs, mutual funds, financial markets, and trading operations is a plus.
- Proficiency in Excel, VBA, or related programming languages preferred.
💲 Compensation: Up to $35/hr
📍 Location: Downers Grove, IL
Salary : $35
