Analyst, Index Rebalancing and Corporate Actions

Balyasny Asset Management (“BAM”) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O’Malley. With over $32 billion in assets under management, BAM employs more than 2,000 people across 23 offices in the United States and Canada, Europe, the Middle East, and Asia. The firm’s investment teams span five strategies, including Equities Long/Short, Fixed Income & Macro, Commodities, Multi-Asset Arbitrage, and Systematic. BAM’s mission is to deliver absolute, uncorrelated returns to its investors in all market environments.

Role Overview

We are seeking an experienced Index Research & Corporate Actions Analyst to support the analysis and execution of global index-related investment strategies. The successful candidate will have a strong understanding of index methodologies, index rebalances, and corporate actions, with at least three years of experience analyzing index corporate actions across both the Asia-Pacific (“APAC”) and Europe, Middle East, and Africa (“EMEA”) regions.

Responsibilities

Responsibilities include, but are not limited to:

• Build, enhance, and maintain index forecasting and prediction-model infrastructure using Python, Factset, Refinitiv and Excel.
• Monitor and analyze index corporate actions, including mergers and acquisitions, IPOs, dual listings, share-class changes, spin-offs, and other events affecting index constituents.
• Analyze the impact of corporate actions on index composition, weightings, implementation schedules, and trading requirements.
• Review and recommend changes to index methodologies and classification frameworks, including country and sector reclassifications.
• Develop investment views and trading recommendations based on index corporate actions, index changes, and market structure developments.
• Research and manage emerging trends in index tracking, including the impact of passive investment flows and new sources of index-linked capital.
• Identify, evaluate, and execute global index rebalance and index arbitrage strategies.
• Monitor index-provider announcements, consultation papers, methodology changes, and rebalancing calendars.
• Communicate effectively with index providers, industry contacts, brokers, and sell-side research teams.
• Collaborate with investment professionals and trading teams to translate index research into actionable investment opportunities.
• Maintain accurate documentation, models, databases, and internal reporting relating to index events and corporate actions.

Qualifications and Requirements

• At least three years of experience in index rebalances, index arbitrage, or a related field.
• At least three years of hands-on experience analyzing index corporate actions across both APAC and EMEA markets.
• At least three years of experience analyzing corporate actions such as mergers and acquisitions, IPOs etc.
• Experience working with Python, Excel, Factset and Reinfinitiv
• Strong knowledge of global equity indices, index methodologies, index construction, and rebalance mechanics.
• A master’s degree or MBA in Finance, Financial Engineering, Economics, Statistics, or another quantitative field is preferred.
• Demonstrated ownership, leadership, and high achievement, with a track record of raising the standard of those around you.
• Excellent organisational skills and attention to detail, with the ability to prioritise effectively and manage multiple projects under tight deadlines.
• Ability to identify, flag, and resolve potential issues at an early stage.
• Strong written and verbal communication skills, with the ability to communicate complex index and corporate-action topics clearly.
• Ability to work independently while collaborating effectively with investment, trading, and research teams.