Index Analyst
: Job Details :

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 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.

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 ongoing 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.

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. We're 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.