Execute index rebalances by applying methodology, running models and conducting research on constituent changes.
Analyze and review corporate actions (e.g., refinancing, restructuring, bankruptcy, calls, puts, sinking funds) affecting index securities.
Prepare and present high-quality documentation and presentation material for Index Committees and internal stakeholders.
Implement and validate index changes, ensuring accurate and timely client communication.
Demonstrate discipline, organization, and proactive communication in a high-stakes, client-impacting environment.
Regularly review index methodologies to ensure alignment with objectives and policies.
Work with our product management, research and development teams on new index launches and methodology changes.
Collaborate with team members and stakeholders to assess and propose methodology changes and support the associated governance review processes.
Maintain relationships with Product Management, Client Coverage, Index Services, and IT Support.

Requirements

Bachelor’s Degree in business, math, economics, or finance.
Minimum of 3 years of professional experience (5 years for Senior role) working with financial indices, financial analysis, or research, preferably with a fixed income focus.
A foundational understanding of global financial markets, with an emphasis on fixed income markets and instruments.
Strong understanding of how indices are used, the impact of different methodologies, and the ways corporate events impact both indices and financial portfolios.
Excellent written and verbal communication skills and the ability to coordinate work done by multiple people and / or groups.
Superior computer skills in Excel, Word and related applications.
Knowledge of Python, SQL, and/or VBA would be an advantage.
Must be able to work independently on multiple projects with minimal direction or supervision.
Must be able to demonstrate excellent analytical and quantitative capabilities to solve original, non-routine problems in a timely and insightful manner.
CFA and/or Advanced degree in business, math, economics, or finance.

Benefits

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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysisresearchindex methodologiescorporate actionsanalytical capabilitiesquantitative capabilitiesPythonSQLVBAfixed income focus

Soft Skills

communication skillsorganizationdisciplineproactive communicationcoordinationindependenceproblem-solvingcollaborationpresentation skillsrelationship management

Certifications

CFAAdvanced degree in businessAdvanced degree in mathAdvanced degree in economicsAdvanced degree in finance