TRACKINSIGHT - FUND ANALYST

DETAILS:

• Role: Fund Analyst
• Department: Trackinsight - Kepler Cheuvreux
• Duration: Permanent
• Start Date: Asap
• Location: Paris or Nyon

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 2025:

• Over 12,500 ETFs analyzed
• >99% 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 specialises in Research, Execution, Fixed Income and Credit, Structured Solutions, Corporate Finance, and Asset Management.

The Group employs over 650 people and is present in 14 major financial centres in Europe, the US and the Middle East: Amsterdam, Brussels, Dubai, 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 2025)
• 14 major financial centers in Europe, the US and the Middle East
• +650 employees
• +1,300 institutional clients.

YOUR TASKS:

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

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

Due Diligence Process and ETF Selection:

• Assist the dedicated team in preparing Due Diligence Questionnaires (DDQs), including DDQs on Active ETFs, and perform thorough analyses on behalf of clients.
• Contribute to the implementation of clients’ customized ETF selection processes and to the construction of resulting cross-asset Buy Lists.
• Proactively engage with asset managers to collect key information while fostering and maintaining strong relationships with our counterparties.
• Demonstrate a strong understanding of the ETF ecosystem.
• Support the desk by contributing to clients’ daily requests.

Analytics Tool Enhancement:

• Collaborate on improving and enhancing analytics tools used by the team.
• Optimise current workflows and processes, reducing manual tasks.
• Automate internal processes to focus on qualitative analysis.

Cross-functional Collaboration:

• Engage in daily internal interactions with various teams. (Tech, Marketing, Research…)
• Foster effective communication and collaboration to achieve common goals.

YOUR PROFILE & SKILLS:

The candidate should meet the following requirements:

• University degree in Finance, Economics, Business, or a related field; a Master’s degree or professional qualification (e.g., CFA) is an asset.
• Experience in fund research and selection is an asset.
• Excellent verbal and written communication skills in English and French are mandatory.
• 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) is an asset, as well as in Microsoft Office suite (Excel, Word, PowerPoint).
• Ability to manipulate 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.