Analyst, Index Management

S&P Global•New York, NY

6d•$83,313 - $104,560

About The Position

The Index Analyst joins the US/Canada Index Management team within the Global Index Management & Production Group, which manages high-profile US and Canadian equity, dividend, and thematic indices. The role is responsible for maintaining an assigned group of indices and ensuring they are managed in accordance with their methodologies. It includes analyzing and implementing complex methodology, solving non-routine problems, making recommendations on index membership, and presenting changes to index committees. The analyst calculates S&P and Dow Jones branded indices and supports timely, accurate delivery of real-time and end-of-day index data. The position conducts company and index research, manages corporate actions and rebalances, communicates changes to clients, and contributes to methodology updates. It also involves collaboration with technology, production support, product management, client coverage, index services, IT support, and other colleagues, as well as managing multiple projects and deadlines.

Requirements

At least 2 years of professional experience working with financial indices, equity analysis, research, or data analysis.
Understanding of global financial markets and company fundamentals.
Strong understanding of index usage, the impact of different methodologies, and the effects of corporate events on indices and financial portfolios.
Ability to work independently on multiple projects with minimal direction or supervision.
Excellent written and verbal communication skills and ability to coordinate work across multiple people or groups.
Excellent analytical and quantitative capabilities, including solving original, non-routine problems in a timely and insightful manner.
Superior computer skills in Excel, Word, and related applications.
Indefinite right to work in the United States.
External candidates reaching the final interview stage must attend at least one in-person interview, ordinarily at their nearest S&P Global office, before an offer can proceed.

Nice To Haves

Prior experience with corporate action research, stock screening, or index rebalancing.
Knowledge of Python, SQL, and/or VBA.
Bachelor’s degree; CFA or an advanced degree in business, mathematics, economics, or finance is strongly preferred.

Responsibilities

Calculate S&P and Dow Jones branded indices and ensure timely, accurate delivery of real-time and end-of-day index data to clients and end users.
Apply corporate actions affecting constituents in assigned indices in the proprietary system according to index methodology, and validate special treatment for index-specific items.
Research companies to determine the composition of assigned indices, interpreting financial data and index methodology.
Perform index rebalances by interpreting methodology, running models and research for additions and deletions, implementing changes, and communicating them to clients with a focus on quality and accuracy.
Present original, non-routine analysis to committees in support of the indices for which the analyst is responsible.
Manage high-profile indices as a subject matter expert and demonstrate in-depth knowledge of product lines.
Manage key relationships with groups within the department and across departments, particularly Product Management, Client Coverage, Index Services, and IT Support.
Coordinate with technology and production support groups to enhance system capabilities.
Manage multiple projects and deadlines, including requirements gathering, analytical work, data compilation, and documentation.
Update index methodology as needed in coordination with clients, staff, and index committees to keep indices relevant and investible.