Subject Matter Expert, Financial Index Platforms

About the Engagement

We’re seeking a contract Subject Matter Expert, Financial Index Platforms to deep read and analyse internal technical documentation for a modern financial index technology platform. Your purpose is to identify and explain innovations in how the indexing workflow operates—from universe construction and rule design to rebalancing, corporate action handling, and calculation/dissemination.

What You'll Do

• Engage deeply with all relevant internal materials (including architecture notes, methodology documents, API specifications, data dictionaries, runbooks, and governance/process documentation) and participate in meetings—and, if required, client site visits—to fully understand the context and identify novel or distinctive approaches in index design and operations.
• Explain how the indexing works end-to-end: point Intime universes, selection/ranking and weighting rules, optimization constraints, structured/multiasset constructions, back testing/attribution, corporate actions, reconstitution/rebalancing, and collateral generation.
• Collaborate with developers, information scientists, and innovation managers to ensure technological alignment and project viability.
• Map integration and operational considerations relevant to the docs you read (e.g., REST/JWT, WebSocket behaviours, SFTP/FIX file flows, scheduling, monitoring) where applicable.
• Author high-quality technical documentation, including feasibility studies, funding proposals, white papers, and regulatory assessments.
• Translate complex systems and software workflows into accessible, structured narratives for stakeholders, evaluators, and funding bodies.
• Contribute to the conceptualization of automation and indexing frameworks in alignment with EU/German digital transformation agendas.
• Ensure consistency, accuracy, and clarity across all written outputs while maintaining technical rigor.

Your Profile (Must-Have Experience)

• Proven experience in index research/engineering, quantitative investing, or market data platforms, with hands-on exposure to index construction, back testing, and corporate actions.
• Demonstrated writing clarity, with a strong portfolio of technical documents (whitepapers, methodology documents, R&D reports).

Additional Skills We Value

• Familiarity with platforms such as Apache Solr, Elasticsearch, OpenSearch, or metadata tagging and classification tools.
• Experience working with scripting languages (e.g., Python) or automation frameworks (e.g., Airflow, UiPath) is highly advantageous.
• Comfort documenting API driven systems (REST/WebSocket) and batch workflows (SFTP/FIX) and describing SLAs/operational controls.

Contract Details

• Length: Project-based
• Hours: Flexible, with availability for core collaboration windows in UK/EU time zones
• Compensation: Project Fee: 1500-2100 Euros
• Location: Remote
• Confidentiality: NDA required prior to access; all outputs remain internal

Key skills/competency

• Financial Indexing
• Technical Documentation
• Market Data Platforms
• Quantitative Investing
• Corporate Actions
• Back Testing
• API Documentation
• Workflow Automation
• Regulatory Assessment
• Data Analysis