Lead Data Analyst

About The Role:

Grade Level (for internal use):

Job Description

The Team: S&P Global’ s Private Markets Team does primary and secondary research on newly established firms and gather information of existing firms in the asset management industry, is responsible for answering client data inquiries, and works on other high value client projects. The team oversees the collection, mapping and maintenance of client, vendor and proprietary company, contact, fund, ownership, and relationship data. Team is also responsible for collecting and maintaining data which provides insight into who is holding, and investing in publicly traded securities, across the world. The data is collected from various regulatory filings, vendors, notifications or press releases and transform the raw information into usable intelligence that can give the clients a competitive edge. This data is used across multiple products by clients to facilitate transactions in the capital markets.

The Impact: In this role, you will work closely with members of our global teams, adding value to our content, as you work to ensure the highest possible levels of data quality, timeliness and completeness. You will gain invaluable insight into the areas of data collection, data analysis, and financial services. You’ll be given the support and direction needed to help you succeed, while working as part of a diverse, experienced, and passionate team.

Responsibilities:

• High quality data extraction, collation, and analysis for a wide range of investment plans and profiles including institutional investors, investment managers and perform client research requests.

• Actively investigating asset management firms not currently included in buy-side database.

• Directly communicating with investment professionals through outreach mechanisms, including calls and emails, to gather information about their investment processes.

• Identifying sources and creating processes for collecting and tracking new information as needed.

• Resolve internal and external client queries within timeliness.

• Ideate/innovate and provide solutions for new collection methods and product/process enhancements.

• Analyzing regulatory filings, prospectuses, industry publications and other sources for information pertaining to asset management firm holdings and investment information. Actively investigating asset management firms and investment professionals that are included in S&P’s, buy-side database.

• Communicating directly with investment professionals to obtain details on their investment process over the phone and emails.

• Identifying sources and creating processes for collecting and tracking new information and verify the existing information as needed.

• Analyzing regulatory filings, prospectuses, industry publications, firm websites and other sources for information pertaining to asset management firms and their investments.

• Entering all changes and new information into the databases in the specified format. Communicating regularly with team leader/management/team members regarding status of projects and workload.

Requirements and skills

• MBA with specialization in finance from a reputed institute.

• Excellent verbal and written communication skills.

• At least 3 years of related work experience in data collection and research field will be preferred.

• Strong listening and presentation abilities. Capability to multitask, prioritize, and manage time efficiently.

• Comfortable to work in night shift, rotational shifts, and flexible hours.

• Proficient numerical skills to comprehend financial data for collection and processing.

• Analytical aptitude and attention to detail to ensure data accuracy.

• Excellent problem solving and critical thinking skills.

• Proficiency with Microsoft Excel, SQL, MS Office Suite, PowerBI will be an advantage

• Knowledge of capital markets including equities and fixed income markets preferred.

• Oversee and implement data quality projects that align with evolving business priorities, ensuring high standards of data integrity.

• Formulate and implement data-driven strategies that balance technical and product knowledge, collaborating with multiple teams to create best-in-class private markets solutions.

• Project Execution: Manage short-term and long-term projects from resource planning to execution, collaborating closely with the Data Management team to ensure alignment and effectiveness.

• Stakeholder Management: Drive constructive conversations with the leadership team and stakeholders across various locations, ensuring alignment on goals and expectations.

• Promote Innovation through Lean & Automation: Advocate for a culture of innovation by understanding processes and workflows, generating ideas to eliminate content gaps and establish best practices. Foster a lean mindset to improve operational efficiency.

• Timely Execution: Ensure all critical timelines and requirements for business-as-usual workflows, KPIs, and projects are met, demonstrating problem-solving capabilities at all levels.

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.

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