Sr. Financial Data Researcher

spgi; Dallas (TX); On-site; USD 50,000 - 67,000; Full time

Benefits offered by this job

Annual incentive plan

Health & Wellness

Flexible Downtime

Continuous Learning

Invest in Your Future

Family Friendly Perks

Job summary

S&P Global Market Intelligence is seeking an LP Associate to oversee private fund data collection, ensure data quality, and collaborate with internal teams for timely delivery. You will lead ad-hoc projects, drive process improvements, and support client needs with accurate insights.

The role emphasizes teamwork, attention to detail, and the ability to handle deadlines while growing data management capabilities across a global organization.

Qualifications

• Degree in relevant field.
• 1+ year financial services experience.
• Experience with Microsoft Excel and the motivation to learn new applications.
• Ability to work effectively with others in a team setting while under the pressure of deadlines.
• High attention to detail.

Responsibilities

• Oversee and facilitate the collection of private fund data from financial reports.
• Perform quality control reconciliations to ensure accuracy and integrity of data.
• Collaborate with various internal parties to understand client needs and ensure timely delivery of data.
• Lead and manage ad-hoc projects to satisfy client or business needs.
• Identify and execute opportunities to improve processes and workflows.

Skills

Attention to detail

Team collaboration

Financial analysis understanding

Deadline-driven

Education

Degree in relevant field

Tools

Excel

SQL (desirable)

Job description

About the Role:

Grade Level (for internal use): 08

The Team:

S&P Global's Managed Data Services team leverages market-leading technology and a global team of experts to provide an end-to-end data management solution for private markets investors. The LP Associate plays a vital role, overseeing a range of functions to facilitate the delivery of quality data and insights to our limited partner clients.

Responsibilities and Impact:

• Oversee and facilitate the collection of private fund data from financial reports.
• Perform quality control reconciliations to ensure accuracy and integrity of data.
• Collaborate with various internal parties to understand client needs and ensure timely delivery of data.
• Lead and manage ad-hoc projects to satisfy client or business needs.
• Identify and execute opportunities to improve processes and workflows.

Compensation/Benefits Information:

S&P Global states that the anticipated base salary range for this position is $50,000 to $67,000. 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 .

What We're Looking For:

Basic Required Qualifications:

• Degree in relevant field
• 1+ year financial services experience
• Experience with Microsoft Excel, and the motivation to learn new applications
• Ability to work effectively with others in a team setting while under the pressure of deadlines
• High attention to detail

Additional Preferred Qualifications:

• A strong understanding of financial analysis and reporting
• Accounting or Finance degree
• An understanding of programming languages such as SQL is desirable but not required
• Experience working with large datasets in a live environment

Right to Work Requirements:

This role is limited to persons with indefinite right to work in the United States.

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 Mission:

Advancing Essential Intelligence.

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. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

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.

• 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

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills,