About the Role:

Grade Level (for internal use):

08

Service Delivery Management Specialist

(Private Capital Market, Managed Data Services)

Overview:
We are seeking a highly reliable, strategic, and client-centric Senior Service Delivery Management Specialist to join our Private Capital LP Managed Data Services team within our dynamic SaaS environment. In this role, you will drive seamless service delivery to our key iLEVEL clients, oversee complex private market portfolios, and monitor investment performance while serving as an escalation point and subject matter expert.

The ideal candidate is a proactive, strategic problem-solver deeply committed to client success. You take complete ownership of your work - you don't just execute; you look beyond the obvious to drive strategic outcomes and mentor others. This role demands highly structured communication, sharp critical thinking, and the ability to manage complex cross-functional relationships to deliver exceptional results for our institutional clients.

What you’ll work on:

• Strategic Client & Stakeholder Management: Serve as the primary trusted advisor and main point of contact for key institutional clients, including global LPs and GPs. Act as a strategic liaison across internal teams (data operations, implementations, support, products, and commercial) to ensure seamless service delivery and handle high-level escalations.

• Data Quality Leadership & Integrity: Aggregate, review, and perform advanced quality control on the reporting of funds and indirect investments (e.g., Schedule of Investments, Partner Capital Account Statements, Cashflow notices). Troubleshoot complex data anomalies, establish internal controls, and collaborate with teams to maintain strict data integrity.

• Complex Onboarding & Coordination: Lead end-to-end client onboarding for large-scale or complex accounts, managing position setup, reporting requirements, documentation, and coordinating seamlessly with external fund managers.

• Advanced Problem Solving & Escalation Ownership: Own high-level client inquiries and escalations regarding fund data and underlying portfolios. Ensure proactive follow-up, analyze root causes of complex issues, and surface scalable solutions that exceed SLAs.

• Operational Excellence: Oversee the document workflow from initial receipt through final validation. Leverage various integrated tools and platforms to streamline operations, tighten data controls, and design workflow improvements.

• Continuous Improvement & Project Leadership: Continuously identify process bottlenecks, recommend and implement operational enhancements, and strengthen cross-team collaboration. Lead ad-hoc projects and provide guidance or mentorship to junior team members to elevate the overall client experience.

What we look for:

• Experience: 2-4 years in client service, operations, or a SaaS delivery environment, demonstrating a track record of handling complex accounts and escalations.

• Domain Knowledge (Preferred): Exposure to financial services, SaaS, private markets, or capital markets is highly preferred. Experience with enterprise solutions, data vendor platforms, or portfolio monitoring software (like iLEVEL) is highly beneficial. A Bachelor's degree in finance, economics, or accounting is a strong advantage.

• Mindset & Work Ethic: Reliable, accountable, and dedicated to doing what is best for the client. You take full ownership of your deliverables, consistently follow through, and act as a standard-setter for the team.

• Communication: Crisp, clear, and structured communication. You are highly comfortable speaking with key clients frequently and translating complex scenarios into clear, actionable insights.

• Critical Thinking & Leadership: Strong analytical skills. You can effectively manage multiple high-stakes priorities, dig into root causes, develop creative solutions in a fast-paced environment, and guide others in problem-solving.

• Cross-functional Collaboration: Proven ability to foster strong partnerships, influence without authority, and manage relationships with external clients and internal stakeholders alike.

• Technical Skills: Adaptable to new technologies. You are comfortable navigating diverse tools and platforms to manage complex workflows and data.

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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OPRTON203 - Entry Professional (EEO Job Group)