TRACKINSIGHT - ETF ADVISORY ANALYST chez Kepler Cheuvreux

• Role: ETF Advisory Analyst
• Department: trackinsight – Kepler Cheuvreux
• Duration: Unlimited
• Start Date: Asap
• Location: To be discussed

TRACKINSIGHT – KEPLER CHEUVREUX:

Founded in 2016, Trackinsight is an independent company providing high-value data and services focused on ETFs. The company stands out for:

• A proprietary ETF database, renowned for its depth and quality, in direct connection with issuers,
• Services supporting the analysis and selection of ETFs for institutional investors, as well as assisting in the creation and optimization of ETF portfolios,
• A network of satellite websites developed in partnership with major stock exchanges and financial media, catering to the professional ETF investor community.

Key figures as of September 2024:

• Over 11,000 ETFs analyzed
• 99.8% coverage of the ETF market in Europe and North America
• 30 staff members
• 50 institutional clients, including two of the world’s largest private banks

Kepler Cheuvreux is a leading independent European financial services company that specializes in Research, Execution, Fixed Income and Credit, Structured Solutions, Corporate Finance, and Asset Management.

The group employs around 600 people and is present in 14 major financial centers in Europe, the US and the Middle East: Amsterdam, Brussels, Dubai (DIFC), Frankfurt, Geneva, London, Madrid, Milan, New York, Oslo, Paris, Stockholm, Vienna, and Zurich.

Group key figures:

• 1st independent European equity broker.
• 1st Equity Research coverage in Continental Europe.
• 1st Country Broker and Research (Extel 2024).
• 14 major financial centers in Europe, the US and the Middle East.
• 600 employees.
• 1,300 institutional clients

YOUR TASKS:

trackinsight is seeking to develop its Manager & ETF Selection business line. We have the ambitions to strengthen our leading position on this product segment and improve customer service. We intend to achieve this by improving our fund research capabilities: Issuer due diligence, construction of ETF Buy Lists based on client’s fiscal and regulatory constraints, portfolio model construction, and best execution workflow analysis.

Your primary responsibilities will include (with some priorities depending on the candidate):

• ETF Issuer Due Diligence and ETF Selection
• Assist the dedicated team to prepare ETF Issuer DDQ and conduct thorough analysis.
• Contribute to the implementation of client’s customized ETF selection process and to the construction of resulting cross-asset Buy Lists.
• Demonstrate a strong understanding of the ETF ecosystem.
• Prepare regulatory documentation for clients.
• Automation Support:
• Optimise current workflow and process, reducing manual tasks.
• Automate internal processes to focus on qualitative analysis.
• Operational Tasks:
• Support the desk by assisting in the daily clients’ requests.
• Analytics Tool Enhancement:
• Collaborate on improving and enhancing analytics tools used by the team.
• Generate reports from these tools to provide monitoring and decision support for strategy managers and clients.
• Cross-functional Collaboration:
• Engage in daily interactions with various teams. (Tech, Marketing, Research…)
• Foster effective communication and collaboration to achieve common goals.
• Interactions with Issuers:
• Engage with Issuers, especially to help on automation and to collect key information.
• Foster and maintain strong relationships with our counterparties.

YOUR PROFILE & SKILLS:

The candidate should meet the following requirements:

• Top-tier engineering/programming school or at a top-ranked university.
• Excellent verbal and written communication skills in English and French.
• Strong interest in client relations and communication.
• Analytical mindset with attention to detail.
• Ability to work independently and in a team.
• Strong problem-solving skills and a proactive approach.
• Proficiency in programming languages (Python, R and VBA) and Microsoft Office suite (Excel, Word, PowerPoint).
• Ability to manipulation large data sets is mandatory.
• Knowledge of financial analysis tools.

RECRUITMENT PROCESS:

Between 2 and 3 rounds of interviews: both fit and technical questions.

You will need a flexible and creative approach in order to flourish in our international environment and succeed with our diverse client base. If you possess these qualities and would like to be part of Kepler Cheuvreux’s story, then come and join us!

Please note that Kepler Cheuvreux promotes equal opportunity. All applications will be given due consideration.

Group key figures:

• 1st independent European equity broker.
• +EUR1.5bn of equities traded on average daily.
• 1st Equity Research coverage in Continental Europe.
• 1st Country Broker and Research (Extel 2024).
• 14 major financial centres in Europe, US and the Middle East.
• 600 employees.
• 1,300 institutional clients