About the Role:

Grade Level (for internal use):

12

 

The Role: The Associate Director, Portfolio Analytics is responsible for driving the strategy, roadmap, and delivery of core Portfolio Analytics capabilities across Capital IQ Pro. The role helps clients measure, analyze, monitor, and communicate portfolio performance through industry-leading performance, attribution, risk, ESG, fixed income, reporting, and AI-driven analytical capabilities. It retains the senior product expertise and independent ownership required for a complex, business-critical product area, while broader Portfolio Analytics strategy, people leadership, and overall product accountability remain with the Global Head of Portfolio Analytics.

The Team: Portfolio Analytics is a global product team within Capital IQ Pro, working closely with engineering, data, content, AI, platform, commercial, and specialist teams. The team develops analytical capabilities and connected workflows that help investment professionals turn portfolio data into actionable insights.

The Impact: This role shapes capabilities that improve portfolio transparency, investment decision-making, and workflow efficiency for clients across global markets. By connecting Portfolio Analytics insights across Capital IQ Pro and adjacent products, the position helps transform complex portfolio data into scalable, actionable investment intelligence and supports adoption, strategic client engagement, and commercial growth.

What’s in it for you:

• Own a strategically important, business-critical product area used by investment professionals globally.
• Shape the evolution of performance, attribution, risk, ESG, fixed income, reporting, dashboard, and AI-driven portfolio insights.
• Work across product, technology, data, AI, and commercial teams to deliver connected experiences across the Capital IQ Pro ecosystem.
• Gain direct exposure to clients, specialists, consultants, and market-facing stakeholders while influencing product strategy and adoption.

Responsibilities:

• Own and evolve core Portfolio Analytics capabilities, including performance measurement, attribution, risk and portfolio analysis, benchmark comparison, ESG, fixed income, reporting, dashboard, and AI-driven insights.
• Define product vision, requirements, priorities, and roadmap initiatives that enhance portfolio transparency, investment decision-making, and client workflow efficiency.
• Drive integration of Portfolio Analytics insights, reports, and workflows across Capital IQ Pro and adjacent products, including Dashboard, Fund Analytics, Index Analytics, Screening, and AI experiences.
• Partner with engineering, data, content, AI, and platform teams to deliver scalable solutions and lead complex cross-functional initiatives across analytics, reporting, data, and platform capabilities.
• Engage with clients, specialists, consultants, and commercial stakeholders to understand workflow needs, identify opportunities, validate priorities, and support adoption and go-to-market initiatives.
• Maintain a competitive product offering through continuous enhancement of methodologies, data coverage, reporting experiences, and emerging analytical trends.

What We’re Looking For:

• 8–10+ years of hands-on experience working with Portfolio Analytics capabilities, products, and client workflows, with deep domain knowledge of investment and portfolio analysis.
• Strong knowledge of portfolio workflow tools and the Capital IQ Pro platform, including how Portfolio Analytics capabilities connect with broader client workflows and adjacent products.
• Demonstrated ability to define product strategy, translate client needs into requirements, prioritize roadmaps, and deliver complex analytical products.
• Experience partnering with engineering, data, AI, platform, commercial, and client-facing teams in a global, cross-functional environment.

Key capabilities:

• Strategic thinking and sound judgment, with the ability to balance client value, market opportunity, and delivery constraints.
• Strong ownership and execution skills, with the ability to operate independently in a complex, business-critical product area.
• Clear, influential communication and stakeholder management across technical, commercial, and senior audiences.
• Collaborative leadership and the ability to align cross-functional teams around shared priorities and outcomes.

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Mission:

Advancing Essential Intelligence.

Our People:

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include: 

• Health & Wellness: Health care coverage designed for the mind and body.

• Flexible Downtime: Generous time off helps keep you energized for your time on.

• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

• Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to [email protected]. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

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Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law.  Only electronic job submissions will be considered for employment.  

 

If you need an accommodation during the application process due to a disability, please send an email to: [email protected] and your request will be forwarded to the appropriate person.  
 
US Candidates Only: Know Your Rights: Workplace discrimination is illegal

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20 - Professional (EEO-2 Job Categories-United States of America), PDMGDV202.2 - Middle Professional Tier II (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning)