Associate Director – SPIVA Analytics Lead, Index Investment Strategy

Grade Level (for internal use):

The Team:

You will joinS&P Dow Jones Indices Index Investment Strategy team a global research group with a strong external market presence and responsibility for high-profile data-led investment research. The role is focused on the SPIVA Scorecards and related analytics which are widelyrecognisedbenchmarks for evaluating active versus passive investment performance.

Working with colleagues across London Hong Kong and New York you will support research connected to major benchmarks including the S&P 500iBoxx fixed income indices VIX and other leading index families.

The Impact:

This is a hands-on quantitatively focused role with ownership of a globallyrecogniseddataset and the analytical workflows that support one of S&P DJIs flagship research franchises. You will help strengthen the quality scalability and usability of the SPIVA platform by improving how data is sourcedvalidatedanalysed and delivered.

As a Grade 12 Associate Director you will be expected tooperatewith autonomy take accountability for sustainable analytical systems rather than individual outputs and use yourexpertiseto advise colleagues on complex datamethodology and research questions.

Responsibilities:

• Maintain oversee and enhance the analytical processes that support the production of S&P Dow JonesIndicesSPIVA Scorecards.

• Buildmaintain and extend scalable analytical pipelines reporting tools and core datasets using modern data and AI-enabled tools whereappropriate.

• Interrogatevalidate andanalysedata from multiple sources with a strong focus on data quality reproducibility robustness and clear documentation.

• Evaluate new data sources and recommend practical ways to extend the scope quality and capabilities of the SPIVA platform.

• Take accountability for the operating model behind the dataset and analytics ensuring workflows are sustainable efficient and fit for global use.

• Conduct original research and in collaboration with a research director scope and deliver new research initiatives that translate data into clear investment insight.

• Partner with research commercial and cross-functional stakeholders to understand priorities incorporate diverse perspectives and build buy-in for analytical recommendations.

• Support and empower colleagues through the tools datasets and analytical frameworks you develop acting as a subject matter expert on complex matters within your area.

• Communicate complex analytical ideas clearly in written materials internal discussions and external-facing research outputs.

• All employeesare required towork from the office a minimum of 2 days per week

WhatWereLooking For:

Basic Required Qualifications:

• Typically58 years of experience in a data-driven role ideally within financial services investment research indices asset management market data or a related environment.

• Strong hands-on Python experience applied to data workflows including data cleaning validation analysis automation and repeatable reporting processes.

• Experience working with large real-world financial datasets and applying structured approaches to improve data quality reliability and usability.

• Experience building ormaintaininganalytical pipelines research toolkits reporting frameworks or similar data products used by wider teams.

• Strong analytical judgement and the ability to consider multiplepossible coursesof action make evidence-based recommendations and influence buy-in through data.

• Comfortable operating in a hands-on ownership-oriented role with a high degree of autonomy and limited day-to-day direction.

• Clear written and verbal communication skills with the ability to explain technical or analytical concepts to both specialist and non-specialist audiences.

• Collaborative working style with the ability to build trust support colleagues and work effectively across teams functions and geographies.

• Intellectual curiosity sound judgement and an interest in investment research market trends and the active versus passive investment landscape.

• Werequireall 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 canproceedto an offer.

Additional Preferred Qualifications

• Familiarity with modern data architectures such as data lakes orlakehouseenvironments and platforms including Databricks Snowflake or similar tools.

• Exposure toperformance analytics benchmark analysisbacktesting or investment research methodologies.

• Experience using AI-enabled tools or automation techniques to scale analytical workflows improve efficiency or enhance research output.

• Knowledge of index products asset classes portfolio analytics or the broader financial services ecosystem.

• Experience advising colleagues on complex analytical matters and helping define efficient ways of working for a team or operating process.