Director, Wealth Benchmarks Product Management at SP Global
New York, New York, USA -
Full Time


Start Date

Immediate

Expiry Date

18 Oct, 25

Salary

185000.0

Posted On

19 Jul, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Investors, Capital Iq, Factset, Model Portfolios, Morningstar, Uncertainty, Investment Strategies, Analytics, Asset Management, Capital Markets, Wealth Management, It, Research

Industry

Financial Services

Description

BASIC REQUIRED QUALIFICATIONS:

  • Undergraduate degree required, master’s degree in a relevant field or progress towards a CFA Charter holder status a plus 10+ years of relevant work experience
  • Understanding of benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth Management
  • Familiarity with the Asset Management and Wealth Management landscape, model portfolios/portfolio theory
  • Current or past experience working in wealth and/or investment management with a focus on portfolio construction
  • Self-driven with strong research and innovation skills
  • Strong multi-tasking capabilities is a must for this dynamic role that touches on every aspect of the index life-cycle
  • Strong analytical and quantitative skills are essential, comfortable working with large datasets
  • Excellent written and verbal communication skills; candidate will eventually deliver high quality presentations both internally and externally to clients
  • The position requires interacting with sophisticated clients and the candidate should demonstrate ability to ask questions and advise toward client solutions
  • Knowledge of financial packages such as FactSet, Capital IQ, Morningstar, Eikon, etc. is desirable
  • Demonstrated ability to work independently and as part of a team to effectively influence others and gain consensus
  • Demonstrated ability to handle steep learning curves; candidate should be very comfortable dealing with ambiguity and uncertainty
    About S&P Global Dow Jones Indices
    At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’re the 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 portfolios and 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, commodity and 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 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. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Responsibilities

RESPONSIBILITIES AND IMPACT:

We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This role involves product development, financial monitoring, and providing indexing and operational solutions to clients. The Director will play a key role in ensuring the commercial success of Wealth Benchmarks.

S&P Dow Jones Indices (SPDJI) serves the financial services industry as a leader in providing indices used for investment products and portfolio benchmarking. Our indices underpin leading Exchange Traded Funds (ETFs), exchange-traded derivatives (ETDs), structured products, OTC instruments, and play a crucial role in the investment landscape.

  • Execute product development strategy, focusing on a suite of indexing solutions designed for Wealth Management.
  • Conduct market research and competitive analysis to support new product initiatives and strategic sales efforts.
  • Meet with current and potential clients to understand market needs and gather product innovation ideas.
  • Own tactical execution of the product roadmap including new index development, onboarding new clients and improving operational processes.
  • Support the business through analysis and content creation for thought leadership materials (blogs, white papers, videos)
  • Collaborate with the Research and Design team on index design.
  • Plan and coordinate competing priorities and resources required to deliver on team objectives and key results using an AGILE framework.
  • Identify growth opportunities and contribute towards developing a robust pipeline for expansion of existing indices and index launches.
  • Collaborate across Product Management team members and wider internal stakeholders to support both product and global initiatives.
  • Take direction from senior product management leadership and collaborate closely on projects with other product managers across the organization.

The investment industry is in the midst of a tremendous structural shift brought about by technological changes and the shift from active to passive investing. This position sits center to this evolution.
The role provides exposure to multiple products across the Wealth Management industry such as asset managers, financial advisors, wirehouses and other financial technology and data players. This is an exciting opportunity to be a part of an iconic and leading benchmark provider, bringing independent, transparent, innovative index solutions to the global investment community.
The role will allow the Senior Analyst to have impactful exposure to multiple groups within S&P DJI (Index Governance, Index Management & Production, Marketing and Communications, Research & Design, Client Coverage, and others). You will join a high performing team where you will have the opportunity to learn from local and international colleagues.
Compensation/Benefits Information: (This section is only applicable to US candidates)
S&P Global states that the anticipated base salary range for this position is $112,976 to $185,000. 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, .

OUR PURPOSE:

Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.

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