Analyst, Equity Research/Fixed Income

S&P Global•New York, NY

About The Position

The Analyst will work on S&P Global Market Intelligence’s Dividend Forecasting team, which provides dividend announcements and forecasts for more than 40,000 stocks globally, along with dividend index points and equity and fixed-income ETF distributions. Forecasts may extend five to ten years, depending on data availability and region, and are used in pricing options, futures and structured products, as well as in portfolio management and risk monitoring. Customers include investment banks, hedge funds, portfolio managers, asset managers, risk managers and derivatives exchanges. The role focuses on building dividend forecasts for North American and LATAM equities through bottom-up fundamental analysis of financial statements, company guidance, historical distributions and peer trends. The Analyst will produce institutional-grade research, monitor market news and corporate announcements, maintain forward-looking dividend payment schedules, and provide timely bespoke analysis to clients. The role also involves engaging with investor relations teams, participating in client meetings and public events, and supporting ETF distribution forecasting and product innovation.

Requirements

At least 3 years of experience in financial analysis or equity research, with direct coverage of North American or LATAM equities.
Ability to conduct fundamental analysis of financial statements, including income statements, balance sheets and cash flow statements, in an academic or professional setting.
Ability to manage, validate and analyze large volumes of time-sensitive financial data to strict deadlines while maintaining accuracy.
Ability to produce clear, structured written financial analysis suitable for stakeholder review.

Nice To Haves

Working toward a master’s degree in finance, economics, accounting or a directly related discipline.
Advanced proficiency in Microsoft Excel, including constructing and maintaining financial models.
Experience using SQL or Python for financial data analysis, modeling or process automation.
Experience applying AI tools such as Claude, ChatGPT, Gemini or Microsoft Copilot to financial research or analytical workflow efficiency.
Working knowledge of equity derivatives pricing and the role of dividend forecasts in options and futures valuation.
Experience engaging directly with investor relations or corporate finance contacts to gather company-specific financial intelligence.
CFA qualification or demonstrated progress toward the CFA designation.
Prior experience in public speaking or client-facing activities.
Academic or professional knowledge of Exchange Traded Funds (ETFs).

Responsibilities

Build dividend forecasts for North American and LATAM equities using financial statements, company guidance, historical distributions and peer-group trends.
Author dividend research papers at the sector, country and regional levels.
Monitor market news and corporate announcements, assess their implications for dividend policy, and update forecasts.
Generate and maintain forward-looking dividend payment schedules, understanding how forecasts affect equity derivatives pricing and risk management.
Respond to research requests from investment banks, hedge funds and derivatives exchanges with timely, tailored analysis.
Build and sustain relationships with investor relations departments to gather insight into corporate capital allocation plans.
Collaborate in client meetings, webinars and conferences.
Handle ETF distribution forecast operations and help improve the ETF dividend forecast engine.
Participate in product innovation activities supporting the Dividend Forecasting product suite, revenue growth and market expansion.