Lead Data Analyst

About the Role:

Grade Level (for internal use):

Job Description

Role Scope:

The Data Research Associate is an individual contributor role that develops foundational proficiency in one or more workflows or

datasets. The role supports end-to-end data lifecycle activities including sourcing, basic validation, enrichment, and delivery under

guidance, adhering strictly to standard operating procedures (SOPs) and set guidelines, and escalating deviations for a defined

dataset or workflow.

The role emphasizes building strong data literacy and operational discipline, learning industry concepts, and collaborating with other

data research teams. Associates contribute to UAT and day-to-day solutioning, follow established standards, and participate in

continuous process improvement and the adoption of technology and AI-enabled workflows.

What You’ll Do (Key Responsibilities):

Operational Delivery:

• Execute day-to-day data collection, extraction, and basic cleansing for Compustat Fundamentals datasets from structured and unstructured sources including regulatory filings, earnings reports, and vendor feeds

• Follow established SOPs for data sourcing, tagging, and loading while ensuring required metadata and quality checks are completed accurately and within defined timelines

• Perform first-level data validation checks to ensure completeness and accuracy of financial records by applying predefined business rules, duplicate checks, and reconciliations

• Support the integrity of global financial datasets covering public companies by maintaining accurate documentation and enabling traceability through workflow tools

• Collaborate with team members and escalate exceptions or anomalies promptly with evidence and recommended solutions to ensure data quality standards are met

• Contribute to process improvement initiatives by identifying minor operational pain points and suggesting incremental enhancements for senior review

Stakeholder Management

• Coordinate with immediate team members to clarify requirements and resolve day-to-day data issues.
• Share timely updates with senior team members on production volumes, issues, and delays.
• Participate in team stand-ups, huddles, and calibration sessions to align priorities, quality expectations, and standards.

How Impact Will Be Measured (Success Metrics):

Percentage of tasks completed within defined SLAs for volume and timeliness.

• First-pass data quality outcomes (accuracy and completeness) and reduction in repeat errors.
• Adherence to SOPs and documentation standards, reflected in clean audits and zero critical deviations.
• Responsiveness to feedback and learning velocity, including effective queue management during peak periods.
• Handover/documentation completeness at 100% for assigned queues (steps, sources, checks, evidence).

For This Role You'll Need to Have (Skills & Competencies):

Technical Skills

• Familiarity with structured/unstructured data formats (Excel, PDFs, filings, news, vendor feeds, etc).
• Beginner knowledge of SQL/Excel for querying, filtering, and reconciling data.
• Awareness of automation and GenAI tools; ability to follow prescribed usage patterns.
• Exposure to data lifecycle concepts (source → ingest → validate → publish).

Functional Skills

• Basic understanding of financial/market or domain data concepts relevant to the assigned dataset.
• Ability to perform data entry, tagging, and basic enrichment accurately.
• Capability to read and interpret simple source materials (e.g., filings, vendor feeds, news).
• Structured escalation of exceptions with appropriate evidence and context.
• Ability to quickly learn and work with enterprise data capture tools, workflow systems, and ticketing platforms.

Behavioral Skills

• Strong attention to detail and operational discipline; balance speed with accuracy.
• Learning agility and openness to feedback and coaching.
• Clear communication and collaboration during team interaction.
• Accountability for own work queues with proactive risk identification.
• Comfort working with repetitive tasks while maintaining accuracy.
• Proactive & growth mindset in improving the product and operations.
• Demonstrates strong learning agility and digital acumen, with a continuous learning mindset and the ability to adapt to evolving tools and technologies.

Preferred Education & Experience:

• Bachelor's degree in Finance, Commerce, Economics, Accounting, or related field from an accredited institution

• 0-3 years of experience in financial data operations, research, or related analytical roles (including internships and fresh graduates)

• Strong understanding of financial statements including Balance Sheet, Income Statement, and Cash Flow statements and their interrelationships

• Proficiency in MS Office applications, particularly Excel for data manipulation, analysis, and basic reporting functions

• Experience with database tools such as SQL for querying, filtering, and reconciling financial data within established guidelines

• Excellent attention to detail with ability to follow SOPs precisely and maintain data quality standards consistently

Additional Preferred Qualifications:

• Knowledge of US GAAP or international financial reporting standards and their application in data standardization processes

• Familiarity with financial data platforms such as Bloomberg, Reuters, or similar market data systems

• Experience with automation tools including Python programming basics or advanced Excel functions such as macros for process efficiency

• Understanding of global financial markets and public company reporting requirements across different jurisdictions

Key Interfaces & Stakeholders:

• Data Research & Operations team members (Associates, Specialists)
• Data Quality and Data Stewards teams for issue assessment and resolution
• Process Leads / Front-Line Managers and internal support teams (via workflow or ticketing tools)

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: Know Your Rights: Workplace discrimination is illegal

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