Index Analyst

Location
Chicago
Posted
Jun 14, 2017
Institution Type
Four-Year Institution
About The Unit: The University of Chicago Booth School of Business is the second-oldest school in the U.S. and second to none when it comes to influencing business education and business practices. Since 1898, the school has produced ideas and leaders that shape the world of business. Their rigorous, discipline-based approach to business education transforms students into confident, effective, respected business leaders prepared to face the toughest challenges. Chicago Booth has the finest set of facilities of any business school in the world. Each of the four campuses (two in Chicago, one in London, and one in Hong Kong) reflects the architectural traditions of its environs while offering a state-of-the-art learning environment. Chicago Booth is proud to claim: - an unmatched faculty. - degree and open enrollment programs offered on three continents. - a global body of nearly 50,000 accomplished alumni. - strong and growing corporate relationships that provide a wealth of lifelong career opportunities. As part of the world-renowned University of Chicago, Chicago Booth shares the University's core values that shape the distinctive intellectual culture. At Booth, they constantly question and test ideas, and seek proof. This extraordinarily effective approach to business leads to new ideas and innovative solutions. Seven of the Booth faculty members have won Nobel Prizes for these ideas - the first business school to achieve this accomplishment. For more information about the University of Chicago Booth School of Business, please visit: http://www.chicagobooth.edu/ Over the past half century, CRSP has created, maintained and updated research-quality historical US market databases for common stocks, mutual funds, treasuries, REITS and indexes. The CRSP Indexes are a logical extension of our core products. They blend advancements in academic research with industry practice in a fundamentally sound manner under the premise that an index must reflect the way that money managers actually invest. CRSP's new series of transparent and investable indexes provide the necessary foundation for the development of related research products, central to CRSP's scholarly heritage. They are relevant to practitioners, academicians and commercial entities, whether for managing funds, benchmarking or doing research.

Unit Job Summary: The Index Analyst's primary responsibility is the daily maintenance of CRSP real-time indexes with a focus on accuracy and timely release of information. Related duties will include processing of related information being collected for research databases. Analyzing corporate actions and client communication regarding consequent index maintenance is a large part of this responsibility. Additional responsibilities may include testing new data feeds, software, and/or procedures. PRINCIPAL DUTIES AND RESPONSIBILITIES: Maintain and manage stock universe information and analyze the impact to the CRSP Indices. - Verify and edit exchange listings and de-listings, stock identifiers, prices, dividends, and shares outstanding including free-float adjustments. Process corporate actions and analyze the impact to the CRSP Indices. - Identify appropriate changes to/impact on a given index based on index rules, and be able to communicate such to clients in both written and verbal form. - Maintain communications database that is utilized to support client communications/information retrieval, and prepare emails to communicate details of relevant and unusual pending issues. - Apply corporate actions to a given index on effective date and ensure that all vendor data conflicts are addressed. Execute jobs in the correct sequence and in a timely manner to meet or exceed all applicable performance and quality standards. Support the Director, Assistant Director and the CRSP Client Services Team by answering complex client queries. Meet client needs with day-to-day contact with clients and when representatives may visit the CRSP operation. Participate in projects as required, in efforts to improve and expand CRSP index offerings and data quality and enhance internal procedures. Collaborate and coordinate with all CRSP staff in a team-oriented environment. Maintain effective working relationships with all members of CRSP through cooperation, coordination, and mutual respect. Ability to maintain confidentiality and deal with confidential information.

Unit Education: Bachelor's degree with at least three years of relevant experience or an MBA or Master's in finance, economics or equivalent required. Major/specialization in finance, economics, or equivalent strongly preferred.

Unit Experience: Experience working within strict deadlines and managing workloads effectively is required. Working knowledge of U.S. and global financial markets incorporating indices required. At least one year of previous analytic/back-office experience preferred. Experience in the securities or financial industry preferred. Experience with relational databases preferred.

Unit Job Function Competencies: Excellent understanding/knowledge of corporate actions required (spin-offs, mergers, acquisitions, rights issues, etc.). Advanced experience with Microsoft Office environment required Excellent written and verbal communication skills required. Ability to pay meticulous attention to detail required. Highly developed analytical and research skills required. Ability to work effectively in a team environment required. Willingness and ability to work evening and weekends required -periodically as business need requires. Working knowledge of financial data and real-time news sources preferred. Knowledge of indices preferred.