Investment Reporting Specialist - Quantitative Analysis

About the Role:

Grade Level (for internal use):

08

The Team:

Our Team dynamic mirrors the philosophy of the ARC Wealth Indices, we focus on real world private client portfolio performance.  You will be part of a collaborative cross functional think tank that translates raw, complex data streams into actual market insights.  We operate with a high trust structure where curiosity is celebrated, and every analyst has a direct voice in how we scale our process.  The ARC Wealth Indices are the industry standard peer group benchmarks for discretionary managed portfolios.  We aggregate the actual, real-world, net of fees performance for over 500,000 private client portfolios from more than 140 premier wealth management firms to calculate the indices.

Responsibilities and Impact:

• Calculate and oversee quarterly reporting of the ARC Wealth Private Client Indices comprising 140+ wealth managers and 500,000+ portfolios widely used by investors, private clients, fiduciaries, and professional advisers.
• Manage assigned client data collection and reporting processes across private clients and managed portfolio datasets. Analyze portfolio performance and investment data using a risk-based and data-driven approach.
• Contribute to the technical production and quality assurance of investment reporting outputs.
• Support development and optimization of reporting infrastructure and VBA-based automation processes to improve operational efficiency and data integrity. 
• Co-manage the MPS/Fund data production and quarterly reporting of 1,800+ solutions and manage data collection and input of the Charity Multi-Asset Fund Review across 14 contributors.
• Assist with the production of the daily and monthly estimates.

What We’re Looking For:

Basic Required Qualifications:

• Practical experience in financial markets, with a focus on investment portfolios
• Educated to degree level or possess equivalent professional experience in a quantitative field
• Knowledge of SQL, Python and Power BI would be useful but not essential
• Numerate with good analytical skills
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• Ability to distill complex data structures into clear usable streams for processing
• Thrives in a high trust, peer reviewed environment where ideas and methodologies are openly shared and refined.
• Curious, not just accepting data on face value, ability to dig deeper to understand the “why” behind the numbers.

We require all external candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global office. This must be completed before we can proceed to an offer.

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.

ANLYTC203 - Entry Professional (EEO Job Group)