Index Management Analyst - Rebalances, Committees & Data

S&P Global, Inc.; New York (NY); On-site; USD 83,000 - 105,000; Full time

Job summary

S&P Dow Jones Indices in New York City seeks an Index Analyst to maintain a broad range of indices including US and Canadian equities, dividend and thematic indices. You will ensure indices are managed per methodology, perform routine analysis, and present changes to index committees.

The role involves calculating index data feeds, applying corporate actions, performing research to determine constituents, executing rebalances, and communicating updates to clients.

Qualifications

• Minimum of 2 years of professional experience with financial indices, equity analysis, or data analysis.
• Solid understanding of global financial markets and company fundamentals.
• Experience with index rebalances and corporate actions is preferred.

Responsibilities

• Calculate S&P and Dow Jones indices and deliver real-time and end-of-day data.
• Ensure corporate actions are correctly applied in SPDJI systems per methodology.
• Perform analytical research to determine index composition and interpret financial data.
• Perform index rebalances by applying methodology and communicating changes to clients.
• Present original analysis to index committees.
• Manage high-profile indices and act as subject matter expert.
• Coordinate with Product Management, Client Coverage, IT Support, and other groups.
• Manage multiple projects and deadlines, gather requirements, document data.
• Update index methodology as needed in coordination with clients and staff.

Skills

Financial analysis

Analytical thinking

Communication skills

Team collaboration

Independent work

Education

Bachelor’s degree

CFA or advanced degree in business, math, economics, or finance

Tools

Excel

Word

Python

SQL

VBA

Job description

S&P Dow Jones Indices in New York City seeks an Index Analyst to maintain a broad range of indices including US and Canadian equities, dividend and thematic indices. You will ensure indices are managed per methodology, perform routine analysis, and present changes to index committees.

The role involves calculating index data feeds, applying corporate actions, performing research to determine constituents, executing rebalances, and communicating updates to clients.