Associate Director, Index Investment Strategy

S&P Global; New York (NY); On-site; USD 135,000 - 165,000; Full time

Job summary

An established industry player is seeking an Associate Director to enhance their investment strategy. This role involves conducting original research, creating analytic tools, and providing thought leadership to a global audience. You will collaborate with teams across locations, focusing on direct indexing and model portfolios. The position offers a chance to engage with a wide range of investment topics and contribute to market-leading research. If you are a creative and analytical thinker with a passion for financial services, this opportunity is perfect for you.

Qualifications

• 5-10 years of experience in a quantitative role in financial services.
• Strong understanding of markets and digital wealth experience is a plus.

Responsibilities

• Conduct original research focused on direct indexing/model portfolios.
• Act as a subject matter expert for direct indexing and model portfolios.

Skills

Quantitative Analysis

Market Understanding

Written Communication

Oral Communication

Analytical Skills

Creativity

Collaboration

Tools

Zephyr

PSN

eVestment

FactSet

CIQ Pro

Morningstar

SPICE

VBA

Python

Job description

About the Role:
Grade Level (for internal use):
12
We are seeking applicants for the role of Associate Director in the Index Investment Strategy in the NY office of S&P Dow Jones Indices (S&P DJI).
Reporting to a Senior Director, you will collaborate with a global team to design, create and promote thought leadership to enhance S&P DJI's revenues, relationships, and reputation. Your contributions will help develop interest in a market-leading range of indices, with a particular focus on growing our indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions. You will also have the chance to support S&P DJI's market leading SPIVA research.

You will have the potential to work on a wide range of investment topics, calibrated for a wide range of investor sophistication levels, addressed to a global audience of market participants.
Activities span the development and delivery actionable insights across a range of formats. You will:

1. conduct original research with a focus on applications for direct indexing/model portfolios
2. create and maintain analytic and reporting tools
3. support regular market commentary and analysis
4. provide frequent thought leadership and educational presentations internally and externally

Responsibilities include:

1. act as a subject matter expert for direct indexing and model portfolios
2. executing on relevant research topics
3. answering one-off requests from clients and management
4. producing content for public dissemination and distribution

Although you will primarily support your direct line manager, your work will also support a team of colleagues based in London and New York.
What we are looking for:

1. Collaborative, creative, and curious approach
2. 5-10 years of experience in a quantitative role in financial services
3. Strong understanding of markets;
4. Experience related to digital wealth will be an advantage
5. Interest in the global markets and investing landscape
6. Excellence in written and oral communication
7. Excellent analytical and quantitative capabilities (Prior experience with Zephyr/PSN, eVestment, FactSet, CIQ Pro, Morningstar, SPICE, VBA, Python is a plus)

Compensation/Benefits Information (US Applicants Only):
S&P Global states that the anticipated base salary range for this position is $135,000 to $165,000. Base salary ranges may vary by geographic location. In addition to base compensation, this role is eligible for additional compensation such as an annual incentive bonus.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, visit https://www.spgbenefitessentials.com/newhires.
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.