Analyst, Equity Research/Fixed Income

S&P Global•New York, NY

19h•$80,000 - $110,000

About The Position

The Analyst will build dividend forecasts for North American and LATAM equities using fundamental analysis of financial statements, company guidance, historical distributions, and peer trends. The role contributes research papers at sector, country, and regional levels and monitors news and corporate announcements to assess dividend-policy changes and update forecasts. It also involves maintaining forward-looking dividend payment schedules and understanding how dividend forecasts affect the pricing and risk management of equity derivatives, including options and futures. The Analyst responds to daily bespoke research requests from institutional clients, develops relationships with investor relations departments to gather insight into corporate capital allocation plans, and participates in client meetings, webinars, and conferences. The role also supports ETF distribution forecasting, improvements to the ETF dividend forecast engine, and product innovation intended to expand the Dividend Forecasting product suite and support revenue growth and market expansion. Dividend Forecasting at S&P Global provides announcements and forecasts for dividend amounts and dates for more than 40,000 stocks globally, as well as dividend index points and equity and fixed-income ETF distributions. Forecast horizons may extend five to ten years, subject to availability and region. The forecasts are used in pricing options, futures, and structured products, and in portfolio management and risk monitoring. The role is limited to people with indefinite right to work in the United States.

Requirements

At least 3 years of experience in financial analysis or equity research, with direct coverage of North American or LATAM equities.
Demonstrated ability to conduct fundamental analysis of financial statements, including income statements, balance sheets, and cash flow statements, in an academic or professional setting.
Demonstrated ability to manage, validate, and analyze large volumes of time-sensitive financial data to strict deadlines while maintaining accuracy.
Demonstrated 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.
Use of 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 and/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, company guidance, historical distributions, and peer-group trends.
Write institutional-grade dividend research papers at sector, country, and regional levels.
Monitor news flow and corporate announcements and assess their implications for dividend policy and forecasts.
Generate and maintain forward-looking dividend payment schedules, accounting for the role of forecasts in 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 companies’ capital allocation plans.
Collaborate in client meetings, webinars, and conferences.
Handle ETF distribution forecast operations and collaborate on improvements to the ETF dividend forecast engine.
Participate in product innovation activities to expand the Dividend Forecasting product suite and support revenue growth and market expansion.