About the Role:

Grade Level (for internal use):

07

GP Service Delivery Management Specialist

(Private Capital Market, Managed Data Services)

Overview:

We are looking for a dynamic, reliable, and client-facing Service Delivery Management Specialist to join our Private Capital GP Managed Data Services team. This role is suited for someone with an interest in financial data, SaaS platforms, and solving complex client issues in a structured and practical way.

The ideal candidate is curious, detail-oriented, and comfortable asking the right questions when requirements are unclear. You will work with clients and internal teams to support day-to-day delivery, investigate data issues, and help keep service delivery accurate and well-managed.

What you’ll work on:

• Client & Stakeholder Management: Serve as a point of contact for GP clients, supporting day-to-day service delivery, onboarding discussions, recurring deliverables, and client inquiries. You will work closely with internal teams across data operations, implementation, support, and product to translate client needs into clear actions and support a consistent client experience
• Financial Data Quality & Interpretation: Review, validate, and interpret complex financial and ownership data across GP reporting workflows, including financial statements, cap tables, portfolio company metrics, and supporting documents. This role requires someone who can understand what the data represents, not just process the data point mechanically. You will investigate data anomalies, identify root causes, spot inconsistencies across reporting materials, and work with stakeholders to maintain strong data integrity and control standards.
• Client Onboarding & Delivery Support: Support onboarding for client accounts, including entity setup, data requirements, reporting expectations, documentation flow, and coordination with external fund managers. You will help clarify requirements and ensure delivery steps are well-tracked and communicated.
• Problem Solving & Issue Management: Support client inquiries and service delivery issues related to fund data, portfolio company information, and reporting workflows. You will help assess the issue, gather the right context, communicate clearly with stakeholders, and follow through on resolution.
• 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: Identify recurring issues, process gaps, and opportunities to improve daily workflows. You will contribute to small improvement initiatives and help strengthen how the team manages client delivery, data quality, and operational consistency.

What we look for:

• Experience: 2-4 years of experience in client service, service delivery, data management, financial operations, or a SaaS delivery environment, with exposure to client accounts, issue management, or implementation support
• Interest in Finance & Private Markets: Exposure to financial services, SaaS, private markets, or capital markets is preferred, but curiosity and willingness to learn are equally important. Candidates who enjoy understanding how financial data flows, what key data points represent, and how reporting issues are solved will do well in this role.
• Ownership Mindset: Reliable, accountable, and comfortable taking ownership of ambiguous issues. You follow through, keep stakeholders informed, and care about delivering work that is accurate, practical, and useful for the client.
• Client Communication: Clear, structured, and professional communication. You are comfortable engaging with clients, asking thoughtful questions, explaining issues simply, and aligning stakeholders on next steps.
• Critical Thinking & Problem Solving: Strong analytical skills and good judgement. You enjoy working through messy problems, identifying what matters, challenging assumptions where needed, and proposing workable solutions in a fast-paced environment.
• Cross-functional Collaboration: Able to build effective working relationships with internal teams and external stakeholders, and comfortable coordinating across groups to keep work moving.
• Technical Curiosity: Comfortable learning new tools, platforms, and workflows. Experience with portfolio monitoring software, enterprise SaaS platforms, Excel, or data vendor platforms is beneficial.

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), DTMGOP203 - Entry Professional (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning)