Associate Director – SPIVA Analytics Lead, Index Investment Strategy

About the Role:

Grade Level (for internal use):

The Team:

You will join S&P Dow Jones Indices’ Index Investment Strategy team, a global research group with a strong external market presence and responsibility for high-profile, data-led investment research. The role is focused on the SPIVA® Scorecards and related analytics, which are widely recognised benchmarks for evaluating active versus passive investment performance.

Working with colleagues across London, Hong Kong, and New York, you will support research connected to major benchmarks including the S&P 500®, iBoxx® fixed income indices, VIX®, and other leading index families.

The Impact:

This is a hands-on, quantitatively focused role with ownership of a globally recognised dataset and the analytical workflows that support one of S&P DJI’s flagship research franchises. You will help strengthen the quality, scalability, and usability of the SPIVA platform by improving how data is sourced, validated, analysed, and delivered.

As a Grade 12 Associate Director, you will be expected to operate with autonomy, take accountability for sustainable analytical systems rather than individual outputs, and use your expertise to advise colleagues on complex data, methodology, and research questions.

Responsibilities:

• Maintain, oversee, and enhance the analytical processes that support the production of S&P Dow Jones Indices’ SPIVA® Scorecards.

• Build, maintain, and extend scalable analytical pipelines, reporting tools, and core datasets using modern data and AI-enabled tools where appropriate.

• Interrogate, validate, and analyse data from multiple sources, with a strong focus on data quality, reproducibility, robustness, and clear documentation.

• Evaluate new data sources and recommend practical ways to extend the scope, quality, and capabilities of the SPIVA platform.

• Take accountability for the operating model behind the dataset and analytics, ensuring workflows are sustainable, efficient, and fit for global use.

• Conduct original research and, in collaboration with a research director, scope and deliver new research initiatives that translate data into clear investment insight.

• Partner with research, commercial, and cross-functional stakeholders to understand priorities, incorporate diverse perspectives, and build buy-in for analytical recommendations.

• Support and empower colleagues through the tools, datasets, and analytical frameworks you develop, acting as a subject matter expert on complex matters within your area.

• Communicate complex analytical ideas clearly in written materials, internal discussions, and external-facing research outputs.

• All employees are required to work from the office a minimum of 2 days per week

What We’re Looking For:

Basic Required Qualifications:

• Typically 5-8 years of experience in a data-driven role, ideally within financial services, investment research, indices, asset management, market data, or a related environment.

• Strong hands-on Python experience applied to data workflows, including data cleaning, validation, analysis, automation, and repeatable reporting processes.

• Experience working with large, real-world financial datasets and applying structured approaches to improve data quality, reliability, and usability.

• Experience building or maintaining analytical pipelines, research toolkits, reporting frameworks, or similar data products used by wider teams.

• Strong analytical judgement and the ability to consider multiple possible courses of action, make evidence-based recommendations, and influence buy-in through data.

• Comfortable operating in a hands-on, ownership-oriented role with a high degree of autonomy and limited day-to-day direction.

• Clear written and verbal communication skills, with the ability to explain technical or analytical concepts to both specialist and non-specialist audiences.

• Collaborative working style, with the ability to build trust, support colleagues, and work effectively across teams, functions, and geographies.

• Intellectual curiosity, sound judgement, and an interest in investment research, market trends, and the active versus passive investment landscape.

• We require all candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global office. This must be completed before we can proceed to an offer.

Additional Preferred Qualifications

• Familiarity with modern data architectures, such as data lakes or lakehouse environments, and platforms including Databricks, Snowflake, or similar tools.

• Exposure to performance analytics, benchmark analysis, backtesting, or investment research methodologies.

• Experience using AI-enabled tools or automation techniques to scale analytical workflows, improve efficiency, or enhance research output.

• Knowledge of index products, asset classes, portfolio analytics, or the broader financial services ecosystem.

• Experience advising colleagues on complex analytical matters and helping define efficient ways of working for a team or operating process.

About S&P GlobalDow Jones Indices

At S&P Dow Jones Indices, we provideiconic and innovative index solutions backed by unparalleled expertiseacross the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’rethe largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500®and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfoliosand developing investment strategies.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodityand automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji.

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.

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

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, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, 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.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to [email protected]. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

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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: [email protected] and your request will be forwarded to the appropriate person.

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

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