Investment Management Product Specialist - Quantitative Consultant

About the Role:

Grade Level (for internal use):

The Role: Investment Management Product Specialist - Quantitative Consultant

The Team:   S&P Global Market Intelligence (SPGMI) provides essential intelligence in portfolio analytics, financial data, market insights and research, powering the markets of the future and driving growth at our clients.  The Capital Markets Workflow Specialist Team is a global team of professionals, collaborating with Sales and Relationship Managers in complex client deals and engagements. The specialist team is key to designing and implementing pre- and post-sales client solutions of specialized data feeds and analytical products.

The Impact: The Investment Management Product Specialist - Quantitative Consultant is expected to work within the scope of the strategic and core client book-of-business assigned to the Capital Markets, Americas team. These have been identified to be among our highest impact accounts. In this role, you will focus not only on driving diagnosis and implementation of our technical solutions, but also closely interacting with our commercial teams on account planning and bringing various strategic business initiatives to clients. You will serve as the point person for internal product specialist and product management groups, making sure client needs are appropriately addressed, and clients are presented with a unified and cohesive message.

What’s in it for you: Workflows are at the center of our efforts to provide clients with differentiated experience in retaining and growing our business within the assigned pool of accounts. Your diverse understanding of client workflows, the impact of SPGMI products and services on these, as well as your capability to work and liaise with senior decision makers on both ends of the relationship will determine your success at this position.

Job Description Summary

Responsibilities:

• Driving and Maintaining Technical Client Relationships
• Lead process and workflow diagnostic for new business sales opportunities. As a workflow specialist, diagnosing and understanding complex client workflows is at the core of being able to manage the overall client process, thereby assisting with identifying the right S&P solutions in new business sales situations
• Assist Account Directors (AD) and Relationship Managers (RM) with account planning for the assigned book of business
• Strategize with RM’s on account renewals and assist clients by understanding the value they derive from our data and analytical solutions
• Based on specific existent account diagnosis the Workflow Specialist should be able to analyze client requirements clearly and propose the appropriate products and solutions for the client to the Account Directors and Relationship Managers
• The Workflow Specialist will act as a conduit among multiple product specialist (PS) teams to provide clients with assistance on a specific engagement or project. You will need to develop deep understanding of SPGMI solutions such as ClariFI, Alpha Factor Library, Risk Models and Xpressfeed, and ensure solution integrations are implemented efficiently in coordination with other PS and Support Teams at SPGMI
• Applying statistical and programming tools as part of solutions design, data manipulation, and addressing challenging implementation needs across the client workflows will be an integral part of the day-to-day responsibilities
• Collaborate with RMs and ADs on running proactive outreach campaigns to key client technical stakeholders
• Be a central point of contact for Product Specialist and Product Management groups. Champion the voice of the client internally at SPGMI
• Continually solicit user feedback and look for opportunities to incorporate it into enhancing the client experience
• Understand technology and industry trends and how those may affect and augment our client engagement
• Translate client feedback/requests into future product enhancements and deliverables

What We’re Looking For:

Required Qualifications:

• The successful candidate will feel comfortable working across multiple clients and across different segments, often interfacing with senior stakeholders under tight deadlines and in a demanding environment
• Aptitude towards technical workflows, especially in the Investment Management, Insurance and Banking segments
• Ability to learn new concepts, keep an open mind, think out of the box and take leadership will be essential in this environment
• Extensive and deep knowledge of capital markets client workflows, particularly those related to financial data and analytics
• Strong communication skills, ability to negotiate and adjust narrative to fit the audience, including comfort with presenting independently to senior stakeholders both internally within SPGMI and externally with clients
• At least 5 years Capital Markets related experience, including 2 years in a frontline technical sales specialist or similar role
• Bachelor’s degree in computer science, mathematics, economics, finance, or related field
   

Preferred Qualifications:

• Experience with statistical/data manipulation scripting languages (R/Python/MATLAB)
• Experience with data base queries (SQL, MariaDB, PostgreSQL, Snowflake)
• Master’s degree in computer science, mathematics, economics, finance, or related field
• FRM or CFA designation, or well-defined path to obtaining such a designation

Flexible Working

We pride ourselves on our agility and diversity, and we welcome requests to work flexibly. For most roles, flexible hours and/or an element of remote working are usually possible. Please talk to us at interview about the type of arrangement that is best for you. We will always try to be adaptable wherever we can.

Return to Work

Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative (link to career site page when available), we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.

Compensation/Benefits Information (US Applicants Only):

S&P Global states that the anticipated base salary range for this position is $120,000- 155,000 USD Annual. 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

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.