Sr Associate, Screening and Platform Group

About the Role:

Grade Level (for internal use):

08

The Team:

Screening and Platform Customization team provides expert services for our most sophisticated analytical tools so that we can provide clients with a tailored experience when using our products. This global seasoned team specializes in onboarding, support and client adoption of the Screener product and other features and tools available on our Capital IQ and Capital IQ Pro platform. Comprised of former investment professionals, CFA charter holders, and MBA's, this team is responsible for understanding our client needs and objectives and providing customized solutions to enhance their workflows. 

Screening and Platform specialists are tasked with consulting clients on how to reap the maximum benefit of using our web-based platforms. They provide clients with expert guidance on the use of the Screening tool, build complex screens and tailor the look and feel of the platforms to facilitate each client’s specific workflow needs. Specialists also customize settings and create watch lists, charts, and company tear sheets so our clients can have a personalized workspace.

The Impact:

Our Team is one of the primary touchpoints for our clients, and you will be the face of the organization. Your regular day would require you to build Screens, Lists, Alerts, Charts among others and answer client queries and be an advocate of our products while showcasing your vast knowledge of our tools and data in addition to working with our clients. You will also work with our sales teams on winning and maintaining business, our Product team on future enhancements, and our Client Services team on training and client queries.

What’s in it for you:

• Explore a highly rewarding career path with room for professional growth, recognition and rewards.
• You can be part of a company that is a results-focused meritocracy. We set high standards and value accountability. We seek to identify and reward extraordinary performance with growth opportunities.
• Build a deep expertise on S&P Capital IQ & S&P Capital IQ Pro products and services.
• Gain exposure to other departments by liaising with Relationship Management, Product Management and Client Services teams.
• Opportunity to work with highly professional and business-driven team members.
• Work with diverse teams and clients spread across the globe.

Responsibilities:

• Ability to understand client-specific requirements across all covered data sets and products.
• Work with clients across multiple geographies including the Americas, EMEA, and APAC, and address their requirements.
• Create Screens, Charts, Lists, Alerts among others, for our clients using our S&P Capital IQ & S&P Capital IQ Pro platform tools and features.
• Partner with product teams on timely and thorough testing of our products, with an eye towards exceptional client experience.
• Provide pro-active suggestions related to product enhancements, product usability, presentation and data quality to the product teams through various forums.
• Train new hires in the team and mentor them on day to day basis on the team’s workflows, tools and processes.
• Work with senior associates and/or specialists on projects which improve and develop subject matter expertise.
• Create new opportunities for Automation and LEAN to improve the workflow efficiency.
• Ability to independently manage the interactions with various unified teams.

What We’re Looking For:

The ideal candidate is someone who has in-depth knowledge of the Cap IQ and Cap IQ Pro platform with a focus on the Screening tool and other platform capabilities. He/she is inquisitive and quick learner of new technologies and financial products, as well as up to speed with the latest developments happening in the product while effectively communicating and engaging with clients. They are detail-oriented, enjoy finding solutions for complex issues, and have the ability to provide step-by-step solutions.

• Equivalent of MBA in Finance.
• Minimum 2 years of hands-on experience working on the Cap IQ and Cap IQ Pro platform and Screening tool.
• Excellent communication skills, analytical and problem-solving skills with a high attention to detail.
• Strong understanding and knowledge of the fundamentals of business, financial statements and investments.
• Good knowledge and understanding of capital and commodity markets.
• Proficient in research and analysis.
• Inclination towards client-oriented approach.
• Succinct communication skills. Strong collaboration skills. Good knowledge of MS Excel.
• Ability to multitask and prioritize workflow with little supervision.
• Ready to work in rotational shifts.

About S&P Global Market Intelligence
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit www.spglobal.com/marketintelligence.

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

Inclusive Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering an inclusive workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and equal opportunity, 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.

20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)