Analyst, Equity Research/Fixed Income

S&P Global•New York, NY

5h•$80,000 - $110,000

About The Position

The Analyst will join 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 into the future, subject to availability and region, and are used in pricing options, futures, and structured products, as well as in portfolio management and risk monitoring. The team serves 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 write institutional-grade dividend research, monitor news and corporate announcements, maintain forecasts and forward-looking dividend payment schedules, and respond to bespoke client research requests. The role also involves engaging with company investor relations departments, participating in client meetings, webinars, and conferences, and supporting ETF distribution forecast operations 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.
Indefinite right to work in the United States.

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 using AI tools such as Claude, ChatGPT, Gemini, or Microsoft Copilot for financial research or analytical workflow efficiency.
Working knowledge of equity derivatives pricing and the role of dividend forecasts in valuing options and futures.
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 fundamental analysis of financial statements, company guidance, historical distributions, and peer group trends.
Produce dividend research papers at the sector, country, and regional levels.
Monitor market news and corporate announcements and assess their implications for dividend policy and forecasts.
Generate and maintain forward-looking dividend payment schedules, understanding how forecasts affect equity derivatives pricing and risk management.
Respond to daily research requests from investment banks, hedge funds, and derivatives exchanges with timely, tailored analysis.
Build and maintain 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 collaborate on improving the ETF dividend forecast engine and developing the product suite.