WisdomTree Careers

About WisdomTree

WisdomTree® is a New York-based exchange-traded fund (“ETF”) sponsor and asset manager. WisdomTree currently offers 69 ETFs across Equities, Currency, Fixed Income and Alternatives asset classes with approximately $49.16 billion in assets under management.

WisdomTree is always looking for the highest caliber talent in the industry. If you are interested in joining a dynamic, fast paced environment we encourage you to browse our open positions and apply. WisdomTree is an equal opportunity employer.

Resumes: Please send all resumes to hr@wisdomtree.com with the job title in the subject line.

Current Available Positions

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Portfolio Consultant

Job Description

WisdomTree’s Research Team is looking for a PortfolioConsultant to join the firm’s rapidly growing asset management business. The analyst will research and analyze developments in the financial markets relating to WisdomTree’s products and share insights with both the WisdomTree team and its clients, with special emphasis on how these trends can be expressed within holistic asset allocations.

Responsibilities

  • Analysis of client portfolio allocations to determine potential areas of improvement or complementarity based on client goals.
  • Analysis of performance and fundamentals of WisdomTree Funds and Indexes
  • Research market and economic trends, highlighting WisdomTree investment options to express these themes within broader asset allocations

Desired Skills & Experience:

  • 2+ Years of experience, preferably in the investment management industry
  • Passion for the financial markets, and finding ways to present compelling investment opportunities
  • Quantitatively focused, with a preference for programming or statistical analysis training, especially as it relates to asset allocation modeling
  • Creativity to solve problems and present ideas from a variety of angles
  • Extreme attention to detail paramount

Certifications:

  • Series 7 & 63 Licenses are strongly preferred
  • Any progress toward attaining the CFA designation definitely a plus

 

Index Research Assistant

Job Description

WisdomTree’s Research Assistant is on the Research team and reports to the Senior Index Analyst. WisdomTree is looking for an entry level analyst that will help the team in its daily functions, particularly those relating to its equity indexes. The primary responsibility will be helping process and update daily index notices, as well as helping with the annual rebalancing and reconstitution process around each of the indexes. This role will also have opportunities to work in other areas within the research team to help with all facets of report and sales material generation. This position represents an opportunity to gain experience working within a growing industry in a fast paced environment, with particular focus innovative ways to construct equity indexes.

Core Competencies and qualifications:

  • Learning all aspects of equity Index management and maintenance
  • Taking a central role in managing the data that comes from each Index’s annual rebalance and reconstitution
  • Helping to maintain current Index reports and information
  • Opportunity to over time present new ways to present Index information and create new types of reports
  • Ability to analyze and automate large datasets within excel
  • Complete ad hoc Index data requests from sales and research teams
  • Operate on the front lines in terms of learning about how to build new Indexes
  • Helping Research team with other types of reports on an as-needed basis.

Skills & Experience:

  • 0-2 years’ experience in financial industry
  • Experience working with equity Indexes strongly preferred
  • Passion for the financial markets and exchange traded fund industry
  • Strong attention to detail and exceptional work ethic as well as time and process management skills
  • Interest in programming/introductory programming skills a plus
  • Superior Excel skills with the ability to automate processes using VBA and Macros
  • Excellent PowerPoint formatting skills
  • Ability to run reports in or experience with Access and/or SAS a plus
  • Ability to thrive in a fast paced and challenging work environment
  • Strong analytical skills
  • Experience working with large datasets preferred
  • Creativity to solve problems and present ideas from a variety of angles

Certifications:

  • Series 7 & 63 Licenses are preferred but not required
  • Any progress toward attaining the CFA designation definitely a plus

 

Research Assistant

Job Description

WisdomTree’s Research Assistant is on the Research team and reports to the Associate Director of Research. WisdomTree is looking for an entry level analyst that will help the team in all aspects of its daily functions. The primary responsibility will be helping process and update written research commentary, quarterly marketing collateral and presentations. This position represents an opportunity to gain experience working within a growing industry in a fast paced environment.

Responsibilities:

  • Researching market and economic trends, highlighting WisdomTree investment options to express these themes
  • Analysis of performance and fundamentals of WisdomTree Funds and Indexes
  • Responsible for editing and assisting the publication of research commentaries and papers
  • Production and formatting of research and sales presentations
  • Ability to analyze and automate large datasets within excel
  • Complete ad hoc data requests from sales and research teams
  • Participate in weekly asset allocation meeting

Skills & Experience:

  • 0-2 years’ experience in financial industry
  • Passion for the financial markets and exchange traded fund industry
  • Strong attention to detail and exceptional work ethic as well as time and process management skills
  • Ability to write, edit and proofread research commentary and collateral
  • Superior Excel skills with the ability to automate processes using VBA and Macros
  • Excellent PowerPoint formatting skills
  • Ability to thrive in a fast paced and challenging work environment
  • Strong analytical skills
  • Experience working with large datasets preferred
  • Creativity to solve problems and present ideas from a variety of angles

Certifications:

  • Series 7 & 63 Licenses are preferred but not required
  • Any progress toward attaining the CFA designation definitely a plus

 

RFP Associate

Job Description

WisdomTree Asset Management is seeking an experienced RFP Associate. Responsibilities include serving as project lead on assigned projects, writing and maintaining investment language used within client proposals, and collaborating with sales team and various stakeholders to manage the production and execution of RFPs/RFIs. This individual will also have responsibility for completing due diligence, client and consultant questionnaires and updating existing data. The successful candidate will have experience or in-depth knowledge of the asset management industry. Relevant experience with institutional investors, as well as product knowledge relating to ETPs and ETFs, fixed income, equity and alternative asset classes would be distinct advantages.

  • Complete and coordinate high quality and accurate RFPs, RFIs, DDQs and consultant questionnaires
  • Assist with the development of RFP processes/guidelines and effectively manage timelines while meeting internal and external deadlines
  • Craft new and more complex RFP responses, as well as enhancing existing language
  • Ensure that the Qvidian database is up-to-date with the most recent RFP responses and data
  • Work effectively with various internal groups to process and obtain relevant information for questions
  • Assist RFP Specialist with process of RFP production/assembly including ongoing communication, relationship development and teamwork with Sales team members and subject matter experts throughout the firm; focus on collaboration and drive toward strategic priorities
  • Manage content management database, processes, policies and procedures
  • Focus on continuous improvement and streamlining related to RFP language, process, consultant database content, AUM and personnel reporting, etc.
  • Assist on other projects as assigned

Skills and Experience

  • Experience in the investment management industry, with a minimum 2 years of RFP or business writing experience
  • Bachelor’s degree in related field preferred or equivalent work experience
  • Superior writing and editorial abilities
  • Understanding of investment products (Knowledge of ETF structure is highly desired)
  • Knowledge of consultant database reporting, specifically Qvidian
  • Excellent analytical and communication skills
  • Proven ability to apply judgment, creativity, and writing skills in developing and editing customized responses
  • Strong commitment to quality control with focus on data integrity and compliance
  • Positive, collegial approach and a high level of professionalism
  • Ability to work on multiple assignments and complete high-quality work against strict and competing deadlines dictated by clients, prospects, and consultants
  • Proficiency in MS Office (Word, Excel, PowerPoint)

 

Compliance Consultant

Job Description

WisdomTree Asset Management, Inc. is seeking a Compliance Consultant – Advertising/Marketing Review for an initial 6-month engagement. The appropriate candidate will have excellent communication skills and prior experience with reviewing advertising/sales literature review for compliance with FINRA/SEC requirements. A minimum of 2-3 years experience is required. The ideal candidate will hold FINRA securities licenses including Series 7 and 24, although this is not a mandatory requirement.

Responsibilities:

  • Review advertising and marketing materials for compliance with FINRA, SEC and to ensure compliance with internal policies.
  • Responsible for reviewing social media including social media postings (LinkedIn, Twitter, Blogs, YouTube) and for maintaining all policies and procedures related to social media compliance.
  • Assist with testing policies and procedures.
  • Assist with ad hoc compliance projects as necessary.

Desired Skills & Experience:

  • 2-3 years of Mutual Fund, ETF or Asset Management Compliance Advertising/Marketing experience (Broker/Dealer experience a plus).
  • Knowledge of investment advisory, FINRA and SEC rules, regulations and standards.
  • Series 7 and 24 preferred
  • Bachelor’s Degree or equivalent work experience.
  • Strong communication skills – both written and verbal.
  • Effective time management and organization skills.
  • Ability to work well independently and under tight deadlines.
  • Proficiency in Microsoft Office Suite.

 

Fixed Income Strategist

Job Description

WisdomTree Asset Management is an exciting and growing leader in the ETF industry that offers great benefits in a fast paced, friendly, business casual environment. We are looking for a Fixed Income Strategist, Credit to work within our Fixed Income and Currency Group. This candidate will be the credit based products specialist, while also serving as a generalist with product expertise across the fixed income asset suite. This role will report to the Head of Fixed Income and Currency.


Responsibilities

  • Serve as the primary specialist for credit based products in sales support, product development, and research
  • Provide front-line sales support in soliciting and nurturing large client relationships
  • Assist Head of Fixed Income in positioning credit based funds to the sales force and external clients
  • Participate in the oversight with investment teams of our subadvisor(s) for credit based products
  • Develop written content supporting credit based products

Desired Skills & Experience

  • 5+ years of experience, 3+ years focused on credit and corporate debt markets
  • Exceptional quantitative and qualitative skills
  • Strong verbal and written communication skills within a client facing role
  • Knowledge of corporate and other credit based products, expertise in broad based fixed income
  • Willingness to travel (20%-30%)
  • Proven experience in a client facing role
  • Proficiency in Bloomberg and Portfolio analytical systems
  • Previous ETF industry experience a plus
  • Current Series 7 and 63 required
  • Team player

 

 

 


WisdomTree is an Equal Opportunity Employer, committed to diversity and consideration of all applicants for all positions without regard to color, ethnic background, religion, sex, gender identity, sexual orientation, national origin, age, and disability status.