Funds & ETF Expert

Description

About Bridgewise:

Bridgewise builds investment AI for financial institutions. Our fully compliant AI sits inside financial platforms and gives every type of investor premium, guided investment experiences, 24/7. Leading global institutions, including Fidelity, Interactive Brokers, Rakuten Securities, ING, Emirates NBD, B3 and more Bridgewise to redefine how their customers invest and to build deeper, longer-lasting relationships.

Bridgewise serves more than 100 financial institutions and millions of investors worldwide, and we have offices in the US, Latin America, Europe, East Asia, and the Middle East.

Join us and help shape the future of how the world invests.

The role

We are seeking a highly analytical Funds & ETF Specialist to lead the development of our automated fund analysis models. In this role, you will analyze fund methodologies, prospectuses, and performance metrics, translating them into structured logic for our FinTech products. Blending deep local and global fund expertise with a strong technological mindset, this unique position moves beyond traditional capital markets to bridge profound financial research with next-generation FinTech innovation.

Requirements

• 5+ years of experience in research, fund analysis, manager selection, or a highly analytical financial role, with proven expertise in mutual funds and ETFs.
• Proven ability and hands-on experience in analyzing fund prospectuses, quantitative performance data, and tracking methodologies.
• A distinct affinity for technology and innovation, with a strong interest in developing technological products (automation systems, report generators, etc.).
• Strong analytical mindset with the ability to bridge complex financial fund dynamics with algorithmic logic and product development.
• High-level proficiency in English, both written and verbal.
  
  

• Fund Analysis & Model Development: Decode global mutual fund and ETF methodologies to build the financial and quantitative logic that powers our automated fund reports and ratings.
• Data Standardization: Design robust methodologies to normalize and standardize fragmented fund data, ensuring accurate and unified reporting metrics across diverse global sources.
• Tech-Finance Alignment: Translate complex fund structures, benchmarking, and market dynamics into clear, actionable technical specifications for the R&D teams.
• Product Quality: Take end-to-end ownership of the professional standard, reliability, and financial accuracy of our automated models and reports.
  
  

• Specific experience analyzing global fund markets (e.g., US ETFs, European UCITS).
• Practical familiarity with fixed income and direct equities, alongside fund expertise.
• Previous experience working closely with R&D teams or writing specifications for financial information systems.
• Degree in Economics, Finance, Operations Research, or a related field.
• Familiarity with data analysis tools (e.g., SQL, Python, advanced Excel) and major fund data platforms (e.g., Morningstar Direct, Bloomberg, Lipper, or FactSet).