Index Analyst

About the Role:

Grade Level (for internal use):

10

The Role: Index Analyst

The Team: The Factor Index Management team is responsible for complex, data driven index strategies, focused on factor risk premiums in equity markets including Momentum, Low Volatility, Quality, Enhanced Value, Intrinsic Value, Multi-Factor, and other Smart Beta indices.

The Impact: The Index Analyst is responsible for managing a wide range of S&P and Dow Jones branded global indices. They will ensure that the indices are managed in accordance with their methodology, perform routine analysis and make presentations to the respective Index Committees on a periodic basis.

What’s in it for you: An exciting new opportunity to join a leading index provider, build your skill set, and grow with the team. As an Index Analyst, you will be responsible for managing factor-based indices, across global markets. The Index Analyst must be able to analyze and implement complex index methodologies and solve non-routine problems on an on-going basis. As part of that responsibility, the Index Analyst makes recommendations for changes in index membership and presents the changes to the index committee.

Responsibilities:

• Calculate S&P and Dow Jones branded indices, ensuring timely and accurate delivery of real-time and end-of-day index data to clients and end users.
• Ensure corporate actions of constituents in each assigned index are correctly applied in SPDJI proprietary system according to index methodology and validate special treatment for index specific items.
• Perform analytical research on companies to determine the composition of assigned indices, interpreting complex index methodology and adjusting data in our calculation system, and adjusting the data to conform to the rules of the index.
• Perform index rebalances by interpreting index methodology, running models and research for adds/drops, implementing changes and communicating these appropriately to clients, all with a focus on quality and accuracy.
• Make presentations of original, non-routine analysis to the index committee in support of the indices which the index analyst is responsible
• Take responsibility for the management of high-profile indices, acting as an industry expert and displaying in-depth knowledge of our product lines.
• Manage and maintain key relationships with other groups within the department and across other departments, particularly Product Management, Client Coverage, Index Services, and IT Support.
• Work in close coordination with the technology group and production support group to further enhance our system capabilities and troubleshoot production issues.
• Must be able to manage multiple projects and deadlines. The projects involve; requirements gathering, analytical thinking, compilation of data, and documentation.
• Update index methodology on an as-needed basis in coordination with clients and other S&P staff and the index committee to ensure indices remain relevant and investible.
• Work with clients, R&D and index development teams to oversee the launch of new indices.

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $83,313 to $104,560. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.

In addition to base compensation, this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here.

What We’re Looking For:

Qualifications:

• Bachelor’s Degree. CFA or Advanced degree in business, math, economics, or finance strongly preferred.
• Minimum of 2 years of professional experience working with financial indices, equity analysis, research, or data analysis.
• Understanding of global financial markets and company fundamentals.
• Strong understanding of how indices are used, the impact of different methodologies, corporate event events on both indices and financial portfolios. Prior experience with corporate action research, stock-screening, index rebalancing preferred.
• Must be able to work independently on multiple projects with minimal direction or supervision.
• Excellent written and verbal communication skills and the ability to coordinate work done by multiple people and / or groups.
• Must be able to demonstrate excellent analytical and quantitative capabilities to solve original, non-routine problems in a timely and insightful manner.
• Superior computer skills in Excel, Word and related applications. Knowledge of Python, SQL, and/or VBA would be an advantage.

About Company (Global) & EEO Statements (NA Only): Auto-populated by our ATS. Do Not Manually add this language to your job posting.

What’s In It For You?

Our Purpose:

Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.

Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.

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. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Our Values:
 

Integrity, Discovery, Partnership

At S&P Global, we focus on Powering Global Markets. 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 activityhere.

20 - Professional (EEO-2 Job Categories-United States of America), RESECH202.1 - Middle Professional Tier I (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning)