Analyst, Index Management

OSTTRA•New York, NY

About The Position

The Analyst, Index Management works on the US/Canada Index Management team within the Global Index Management & Production Group, maintaining a portfolio of high-profile indices, including US and Canadian equity, dividend, and thematic indices. The role ensures indices are managed in accordance with their methodologies, conducts routine and original non-routine analysis, and presents findings and recommendations to index committees. The analyst is responsible for all aspects of an assigned group of indices, including recommending index membership and presenting changes to committees. The role calculates S&P and Dow Jones branded indices and supports accurate, timely delivery of index data. It involves researching companies and financial information, processing corporate actions, conducting index rebalances, and communicating changes to clients and internal stakeholders. The analyst also updates index methodologies as needed, manages projects and deadlines, and works with product, client coverage, index services, IT, technology, and production support teams to maintain and improve index operations and systems.

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 how indices are used and how methodologies and corporate events affect 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 be made.

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.

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 and analyze financial data and index methodology to determine the composition of assigned indices.
Perform index rebalances by interpreting methodology, running models, researching 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 assigned indices.
Manage high-profile indices, act as a subject matter expert, and maintain in-depth knowledge of product lines.
Manage key relationships with groups within and outside the department, particularly Product Management, Client Coverage, Index Services, and IT Support.
Coordinate with technology and production support teams to enhance system capabilities.
Manage multiple projects and deadlines, including requirements gathering, analysis, data compilation, and documentation.
Update index methodology as needed in coordination with clients, staff, and index committees to keep indices relevant and investible.