Associate Director, Deal Deliverables

S&P Global, Inc.; New York (NY); On-site; USD 119,000 - 175,000; Full time

Job summary

An established industry player is seeking a talented individual to join their innovative team, focusing on enhancing workflows through cutting-edge AI solutions. This role involves leading the strategy and execution of tools that streamline the presentation-building process for finance and business professionals. You will collaborate with cross-functional teams to develop a product vision that transforms data into impactful presentations. If you are passionate about innovation and have a strong background in financial services, this is a unique opportunity to make a significant impact in a dynamic environment.

Benefits

Health & Wellness Coverage

Generous Time Off

Continuous Learning Resources

Retirement Planning

Family Friendly Perks

Retail Discounts

Qualifications

• 8+ years in financial services or related industry.
• Experience in creating pitch decks and investor reporting.

Responsibilities

• Drive development of innovative tools using new gen AI capabilities.
• Lead strategy and execution of solutions for presentation building.

Skills

Financial Services Experience

Generative AI Knowledge

Presentation Building

Collaboration Skills

Education

Bachelor's Degree in Finance

Bachelor's Degree in Business

Bachelor's Degree in Computer Science

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

About the Role:

Grade Level (for internal use): 12

The Team: You will be part of a global team of professionals that is responsible for defining and implementing the product roadmap for our suite of tools geared towards automating data reporting and presentation building in the Capital IQ Pro platform.

Responsibilities and Impact: In this position you will play a critical role in driving the development of innovative tools – leveraging new gen AI capabilities – that streamline and enhance the presentation-building process for finance and business professionals. You will lead the strategy, execution, and delivery of solutions that improve workflow efficiency, automate manual tasks, and elevate the quality of client presentations and documents.

• Responsible for developing product vision and strategy for the deal deliverables workflow from concept through launch
• Collaborate effectively with team members across technology, data, and product/business development teams to drive product development goals
• This is high-profile opportunity to lead innovation in workflows focused on the end-to-end process of report and presentation building; from data collection and analysis, through to client ready pitches and presentations

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 $119,000 to $174,888. 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 not eligible for additional compensation such as an annual incentive bonus or sales commission 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:

Basic Required Qualifications:

• The candidate should have 8+ years of experience in the financial services or related industry
• Familiarity with processes involved in creating pitch decks, investor reporting, sales & marketing collateral, etc.
• Passionate about innovation and keeping up with trends in Generative AI to enhance workflows and automate tasks
• Bachelor’s degree in finance, business, computer science or related fields

Additional Preferred Qualifications:

• Highly experienced in Microsoft Excel, PowerPoint and financial modelling
• Direct experience in Investment Banking, Private Equity or Corporate Finance

Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

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, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.

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.

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. 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.

Equal Opportunity Employer: S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to: [e-mail] and your request will be forwarded to the appropriate person.

US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf.