About the Role:

Grade Level (for internal use):

09

The Team: The candidate will be part of the Security Research Group within the Index Management & Production Group (IMPG) which is responsible for the maintenance and calculation of S&P Dow Jones Indices which includes a wide range of high profile indices based in Latin America and globally.

The Impact: The Senior Associate, Index Management will research company information for all companies in an assigned country (countries), including shares outstanding, free float information and corporate actions with a certain degree of complexity (mergers, acquisitions, spinoffs, etc). This role requires an excellent understanding of equity markets

What’s in it for you: This is a global role, with the opportunity to fully support the Security Research Group within IMPG with a focus on Latin America markets. The Senior Associate is responsible for all aspects of an assigned group of companies/markets and should become a subject matter expert. The Senior Associate will also make recommendations on the treatment of corporate actions in line with our policies and procedures, directly implementing changes to S&P Dow Jones Indices.

Responsibilities:

Research and Analysis on Market Driven Events

• Closely monitor and track corporate actions (i.e. Mergers, Acquisitions, Spinoffs, etc). Monitor multiple news sources for new corporate action announcements. Analyze how these actions will affect indices and decide on strategies to implement corporate actions.
• Research, input, interpret and verify corporate actions for assigned markets and ensure they are correctly applied in our systems, in line with S&P DJI policies and procedures
• Consult & communicate with other teams on adjustments to indices resulting from corporate actions, in particular those events with global impact
• Research, analyze and maintain company shares outstanding and free float information.
• Present analysis to the team, and/or other internal stakeholders, on proposed corporate action treatments.
• Provide backup functions for other team members and perform QA functions for multiple workflow processes.

Technology

• Create and support automation tools and processes used by the team.
• Become a subject matter expert on technology systems used to maintain S&P Dow Jones Indices. Must demonstrate an ability to learn and adapt to new technologies and platforms.
• Propose ways to improve/streamline processes. Help to plan, test and implement workflow changes and participate in quality assurance processes.
• Help test enhancements to our systems and processes.
• Build familiarity with available S&P Dow Jones Indices AI tools and identify opportunities to integrate them into day-to-day workflows to improve efficiency, quality, and decision-making

Customer Focus and Communication Responsibilities

• Maintain customer focus by considering the client impact of changes to indices, communicate changes to other impacted teams in a clear and timely manner. Escalate issues as appropriate.
• Provide timely, complete and accurate responses to client inquiries, working with our client service teams as appropriate
• Ensure the timely announcement to clients of certain corporate actions and changes to S&P Dow Jones Indices

What We’re Looking For:

Qualifications:

• Bachelor’s Degree in a finance-related subject
• Fluency in English, both written and spoken, is required
• Excellent understanding of financial markets
• Must be able to work independently
• Must be able to demonstrate excellent analytical and quantitative capabilities to solve problems
• Excellent computer skills in Microsoft Excel, Word and related applications
• Excellent written and verbal communication skills
• Proficient in interpreting and analyzing corporate filings and related documents, and apply that analysis to the data inputs underlying S&P DJI Indices

Preferred Qualifications:

• CFA or advanced degree in business, math, economics, or finance preferred
• Direct experience at an index provider and/or financial institution focused on index tracking/replication/portfolio management or corporate actions.
• Experience with corporate action research
• Understanding of how indices are used and the impact corporate events and rebalance changes have on both indices and financial portfolios
• Programming skills and experience preferably in Power Automation/Power BI ,Python, SQL and VBA.
• Knowledge of vendor terminals and vendor data analytical platforms
• Exposure to AI and related tools as work would involve doing data transformations/process automation/data analysis and smart QA

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.

INDXMG202 - Middle Professional (EEO Job Group)