Index Analyst
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Job Location:
New York City, NY - USA
Monthly Salary:
$ 83313 - 104560
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About the Role:
Grade Level (for internal use):
10The 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.
Whats 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 $83313 to $104560. Final base salary for this role will be based on the individuals 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 Were Looking For:
Qualifications:
- Bachelors 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.
About S&P Global Dow Jones Indices
At S&P Dow Jones Indices we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets we empower investors everywhere to make decisions with conviction. Were the largest global resource for index-based concepts data and research and home to iconic financial market indicators such as the S&P 500 and the Dow Jones Industrial Average. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices our solutions are widely considered indispensable in tracking market performance evaluating portfolios and developing investment strategies.
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the worlds foremost provider of credit ratings benchmarks analytics and workflow solutions in the global capital commodity and automotive markets. With every one of our offerings we help many of the worlds leading organizations navigate the economic landscape so they can plan for tomorrow today. For more information visit In It For You
Our Purpose:
Progress is not a self-starter. It requires a catalyst to be set in motion. Information imagination people technologythe 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:
Were more than 35000 strong worldwideso were 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. Were committed to a more equitable future and to helping our customers find new sustainable ways of doing business. Were 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 worlds 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 cantake care of business. We care about our people. Thats why we provide everything youand your careerneed 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: Its 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 awardssmall perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:
At S&P Global we are committed to fostering a connected andengaged 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 domain or any other regionally based domains it is a scam and should be reported to. 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.
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:and your request will be forwarded to the appropriate person.
US Candidates Only:The EEO is the Law Poster discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America) RESECH202.1 - Middle Professional Tier I (EEO Job Group) SWP Priority Ratings - (Strategic Workforce Planning)
Required Experience:
IC
About the Role:
Grade Level (for internal use):
10The 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.
Whats 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 $83313 to $104560. Final base salary for this role will be based on the individuals 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 Were Looking For:
Qualifications:
- Bachelors 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.
About S&P Global Dow Jones Indices
At S&P Dow Jones Indices we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets we empower investors everywhere to make decisions with conviction. Were the largest global resource for index-based concepts data and research and home to iconic financial market indicators such as the S&P 500 and the Dow Jones Industrial Average. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices our solutions are widely considered indispensable in tracking market performance evaluating portfolios and developing investment strategies.
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the worlds foremost provider of credit ratings benchmarks analytics and workflow solutions in the global capital commodity and automotive markets. With every one of our offerings we help many of the worlds leading organizations navigate the economic landscape so they can plan for tomorrow today. For more information visit In It For You
Our Purpose:
Progress is not a self-starter. It requires a catalyst to be set in motion. Information imagination people technologythe 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:
Were more than 35000 strong worldwideso were 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. Were committed to a more equitable future and to helping our customers find new sustainable ways of doing business. Were 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 worlds 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 cantake care of business. We care about our people. Thats why we provide everything youand your careerneed 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: Its 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 awardssmall perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:
At S&P Global we are committed to fostering a connected andengaged 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 domain or any other regionally based domains it is a scam and should be reported to. 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.
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:and your request will be forwarded to the appropriate person.
US Candidates Only:The EEO is the Law Poster discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America) RESECH202.1 - Middle Professional Tier I (EEO Job Group) SWP Priority Ratings - (Strategic Workforce Planning)
Required Experience:
IC
Key Skills
- ArcGIS
- Intelligence Community Experience
- GIS
- Python
- Computer Networking
- Data Collection
- Intelligence Experience
- R
- Relational Databases
- Analysis Skills
- Data Management
- Application Development
About Company
KY3P® from S&P Global streamlines your approach to delivering due diligence information to your financial clients in a single, easy-to-use platform.
