Role Profile
The Senior Associate's primary role is to provide support for institutional clients who use FTSE Fixed Income and Multi-Asset Indices. FTSE’s Indices are used by 98 of the top 100 asset managers globally by AUM, with over $20 Trillion in total assets benchmarked against them. The Senior Associate interacts with local market experts, strategically located around the globe, to provide exceptional service to this client base. Additional responsibilities may involve researching and tracking financial markets relating to our Index products and Passive Funds, including ETFs, and assisting developers in the course of product development and enhancement.
Index calculations are performed by a variety of tools, which the Senior Associate will utilize to analyze and interpret data results, such as bond inclusion, price-yield, duration, index inclusion criteria and methodology including bond and country classification. Along with this, the Senior Associate will have limited exposure to additional client workflows and applications for deeper analysis.
Job Responsibilities
This position provides an excellent opportunity to gain a broad perspective on fixed income markets, including government, agency, corporate investment grade, high yield and emerging market securities. Key responsibilities include:
• Acts as a first point of contact for institutional clients, taking ownership for the resolution of index queries, engaging directly with clients to gain a deeper understanding of their use cases and business needs
• Manages communications and notifications with clients regarding new products, service alerts, enhancements and disruptions, commercial packages and user permissions independently
• Manages the new client onboarding process in collaboration with the Sales teams, identifying client training needs and providing demos and client training sessions as needed
• Builds and maintains strong relationships with internal stakeholders to ensure clients receive the best possible service
• Analyzes all client queries and requests, researching and extracting bespoke data sets as needed
• Anticipates client needs and represents the voice of the customer internally
• Proactively identifies areas for enhanced service, added efficiencies and improved workflows
• Coaches team members and assists with training activities, including planning and documentation
• Serves as deep-domain expert and team point-person for specific index offerings
• Participates in client calls and service review meetings as needed
• Provides added support for internal projects such as data analysis, training and product documentation
Skills/Experience
• Bachelor’s degree preferably in a field such as Economics, Finance, Mathematics or similar, with high academic standing
• 5+ years experience in client service or financial services
• Excellent Japanese and English language skills (write, read, talk)
• Proficiency in investments and fixed income securities
• Proficiency in Excel ®
• Curious mindset with strong attention to detail and strong critical thinking, analytical and problem-solving skills
• Strong Multi-tasking, teamwork, prioritization skills and decision-making capabilities
• Ability to work in a fast-paced environment as a self-starter
• Outstanding written and verbal communication skills
• Positive energy and determination