Analyst, Index Management

S&P Global•New York, NY

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 maintains an assigned group of indices and ensures they are managed in accordance with their methodologies. The analyst conducts routine and non-routine analysis, works across global markets, implements complex methodology, and presents recommendations and analysis to Index Committees. The position also involves managing index membership and rebalance decisions, solving problems, and coordinating with internal teams and clients. The role is limited to candidates with 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.

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 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 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 and interpret financial data and index methodology to determine the composition of assigned indices.
Perform index rebalances by interpreting methodology, running models and research for adds and drops, 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 as a subject matter expert with in-depth knowledge of product lines.
Manage 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 involving requirements gathering, analytical thinking, data compilation, and documentation.
Update index methodology as needed in coordination with clients, staff, and the index committee to keep indices relevant and investible.