Job details
About the Role: Grade Level (for internal use): 08
The Role: The Senior Associate for Investment Management understands the daily workflow of investment management clients and helps utilize S&P Global Market Intelligence products more effectively and efficiently.
The Location: Makati City, Philippines; Islamabad, Pakistan
The Team: The team is responsible for providing client support on our business intelligence tools by holding investigative conversations with clients & driving product usage. This team has a presence across the globe. Members of the team get to learn in-depth the S&P Global Market Intelligence product suite for investment managers, produce news pieces and develop technical skills.
The Impact: As the face of the organization, your typical day requires you to answer client queries while showcasing your vast knowledge of investment management tools, data and the industries we cover. You will also be expected to server as an investment management subject matter expert for the newer analysts supporting the broader S&P Capital IQ platform. Additionally, you’ll help to accelerate the quality and timeliness of the data, improve operational efficiency to reduce error rates, and improve support survey scores to help improve retention rates and drive revenue increases.
What’s in it for you: Sharpen your professional and social skills while interacting with clients and internal stakeholders.
Develop your product knowledge by working with our expansive investment management client base.
Be part of a growing specialist team
Responsibilities: Provide client support via phone, email and chat. Answer client queries such as p ortfolio analytics questions, escalated screening cases and index capability requests .
Make suggestions in regards to product usability, presentation, and data quality
Spend a significant portion of your day as a mentor and leader within our CIQ Client Support oriented teams to help newer Associates understand best practices and advanced concepts. The focus would include Investment Management capabilities, but also the broader S&P Capital IQ platform and the client support function itself.
Be a client-facing interface with clients that have custom models, screens, portfolios, dashboards and other product views built for them by our India-based Screening & Platform and Modeling teams.
What we’re looking for: Minimum of a Bachelor's/College degree in Economics, Finance or equivalent
At least 1 years of experience in supporting CIQ platform .
Knowledgeable in finance and s trong interest in the investment management sector and desire to become an expert on a smaller subset of the product.
Excellent written and verbal communication skills
Strong attention to detail and ability to multitask effectively
Team-player mentality with strong collaboration skills
Flexible to changes in a rapidly evolving environment
Ready to work on a 10am-7pm EST shift .
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 .
What’s In It For You?
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.
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.
Our Values: Integrity, Discovery, Partnership
At S&P Global, we focus on Powering Global Markets. 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: Diversity, Equity, and Inclusion at S&P Global: At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.
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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: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law.
----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)
Job ID: 300542
Posted On: 2024-04-17
Location: Manila, Philippines #J-18808-Ljbffr
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'43518854', 'contact_id' => '3773199', 'recruiter_id' => '74726', 'job_function_id' => null, 'title' => 'Senior Associate, Investment Management', 'vacancies' => null, 'job_type_id' => null, 'description' => null, 'pay_status' => 'Free', 'external_job_description' => '<p><b> About the Role: </b><br> <br> <b> Grade Level (for internal use): </b> 08 <p></p> <br> <b> The Role: </b> The Senior Associate for Investment Management understands the daily workflow of investment management clients and helps utilize S&P Global Market Intelligence products more effectively and efficiently. <p></p> <br> <b> The Location: </b> Makati City, Philippines; Islamabad, Pakistan <p></p> <br> <b> The Team: </b> The team is responsible for providing client support on our business intelligence tools by holding investigative conversations with clients & driving product usage. This team has a presence across the globe. Members of the team get to learn in-depth the S&P Global Market Intelligence product suite for investment managers, produce news pieces and develop technical skills. <p></p> <br> <b> The Impact: </b> As the face of the organization, your typical day requires you to answer client queries while showcasing your vast knowledge of investment management tools, data and the industries we cover. You will also be expected to server as an investment management subject matter expert for the newer analysts supporting the broader S&P Capital IQ platform. Additionally, you’ll help to accelerate the quality and timeliness of the data, improve operational efficiency to reduce error rates, and improve support survey scores to help improve retention rates and drive revenue increases. <p></p> <br> <b> What’s in it for you: </b><br> Sharpen your professional and social skills while interacting with clients and internal stakeholders. <br> Develop your product knowledge by working with our expansive investment management client base. <br> Be part of a growing specialist team <p></p> <br> <b> Responsibilities: </b><br> Provide client support via phone, email and chat. Answer client queries such as p ortfolio analytics questions, escalated screening cases and index capability requests . <br> Make suggestions in regards to product usability, presentation, and data quality <br> Spend a significant portion of your day as a mentor and leader within our CIQ Client Support oriented teams to help newer Associates understand best practices and advanced concepts. The focus would include Investment Management capabilities, but also the broader S&P Capital IQ platform and the client support function itself. <br> Be a client-facing interface with clients that have custom models, screens, portfolios, dashboards and other product views built for them by our India-based Screening & Platform and Modeling teams. <p></p> <br> <b> What we’re looking for: </b><br> Minimum of a Bachelor's/College degree in Economics, Finance or equivalent <br> At least 1 years of experience in supporting CIQ platform . <br> Knowledgeable in finance and s trong interest in the investment management sector and desire to become an expert on a smaller subset of the product. <br> Excellent written and verbal communication skills <br> Strong attention to detail and ability to multitask effectively <br> Team-player mentality with strong collaboration skills <br> Flexible to changes in a rapidly evolving environment <p></p> Ready to work on a 10am-7pm EST shift . <p></p> About S&P Global Market Intelligence <p></p> 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. <p></p> For more information, visit . <p></p> What’s In It For You? <p></p> <br> <b> Our Purpose: </b><br> 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. <p></p> 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. <p></p> <br> <b> Our People: </b><br> 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. <p></p> 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. <p></p> <br> <b> Our Values: </b><br> Integrity, Discovery, Partnership <p></p> At S&P Global, we focus on Powering Global Markets. 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. <p></p> <br> <b> Benefits: </b><br> 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. <p></p> <br> <b> Our benefits include: </b><br> <br> <b> Health & Wellness: </b> Health care coverage designed for the mind and body. <p></p> <br> <b> Flexible Downtime: </b> Generous time off helps keep you energized for your time on. <p></p> <br> <b> Continuous Learning: </b> Access a wealth of resources to grow your career and learn valuable new skills. <p></p> <br> <b> Invest in Your Future: </b> Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. <p></p> <br> <b> Family Friendly Perks: </b> 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. <p></p> <br> <b> Beyond the Basics: </b> From retail discounts to referral incentive awards—small perks can make a big difference. <br><b> For more information on benefits by country visit: </b><p></p> <br> <b> Diversity, Equity, and Inclusion at S&P Global: </b><br> At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all. <p></p> ----------------------------------------------------------- <p></p> Equal Opportunity Employer <br> 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. 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Dive in now and shape your future with unparalleled proficiency!<br /> <br /> <strong>The Eight CPD Accredited courses that the bundle includes are:</strong><br /> <strong>Course 1:</strong> Microsoft Excel Course for Everyone - Complete Excel Course<br /> <strong>Course 2:</strong> Excel VBA/Macros Foundations<br /> <strong>Course 3: </strong>Dynamic Excel Gantt Chart and Timelines<br /> <strong>Course 4:</strong> Hands on Programming on AutoCAD to Excel Using<br /> <strong>Course 5:</strong> Learn MySQL from Scratch for Data Science and Analytics<br /> <strong>Course 6:</strong> Data Analytics<br /> <strong>Course 7:</strong> Build HR Dashboard using Excel<br /> <strong>Course 8: </strong>Financial Modelling Using Excel<br /> <br /> <strong>Learning Outcomes:</strong> <ul> <li>Gain comprehensive knowledge and understanding of Microsoft Excel and its vast capabilities.</li> <li>Understand the seamless integration between Excel and tools like AutoCAD and MySQL.</li> <li>Develop proficiency in creating intricate financial models and marketing strategies.</li> <li>Acquire skills to analyse data, forecast trends, and build informative dashboards.</li> <li>Learn the principles of personal finance management using Excel.</li> <li>Master the art of crafting Gantt charts and timelines for effective project management.</li> </ul> <strong>Description</strong> <ul> <li><strong>Microsoft Excel Course for Everyone</strong> - Complete Excel Course: Acquaint yourself with the foundational and advanced facets of Microsoft Excel, fostering data management expertise.</li> <li><strong>Excel VBA/Macros Foundations: </strong>Dive into the transformative world of VBA, unlocking Excel's programming potentials.</li> <li><strong>Dynamic Excel Gantt Chart and Timelines:</strong> Grasp the essentials of project management by designing insightful Gantt charts and timelines in Excel.</li> <li><strong>Hands on Programming on AutoCAD to Excel Using : </strong>Bridge the realms of design and data by merging AutoCAD functionalities with Microsoft Excel's prowess.</li> <li><strong>Learn MySQL from Scratch for Data Science and Analytics:</strong> Understand the confluence of Excel and MySQL, anchoring data science and analytics.</li> <li><strong>Data Analytics: </strong>Master the techniques of transforming raw numbers into actionable insights using Microsoft Excel.</li> <li><strong>Build HR Dashboard using Excel:</strong> Curate informative HR dashboards, offering a snapshot of organisational metrics, all within Excel.</li> <li><strong>Financial Modelling Using Excel:</strong> Unravel the intricacies of financial markets, crafting accurate models in Microsoft Excel.</li> </ul> <strong>Who is this course for?</strong> <ul> <li>Individuals keen on enhancing their Microsoft Excel skills for professional or personal reasons.</li> <li>Marketing professionals aiming to refine their strategic planning with Excel.</li> <li>Financial analysts and enthusiasts looking to build and understand models in Excel.</li> <li>Data scientists and analysts desire to integrate Excel with tools like MySQL.</li> <li>Design engineers and architects keen on integrating AutoCAD designs with Excel data.</li> </ul> <strong>Career path</strong> <ul> <li>Data Analyst</li> <li>Financial Modeller</li> <li>Marketing Strategist</li> <li>HR Dashboard Specialist</li> <li>Database Administrator (with Excel integration knowledge)</li> <li>Project Manager (familiar with Gantt and timelines in Excel)</li> <li>Design Engineer using Excel with AutoCAD</li> </ul> ', 'outline' => null, 'who_should_take_this_course' => null, 'career_path' => 'Excel Expert,SQL Analyst,Data Analyst,Financial Modeler,Reporting Specialist,Spreadsheet Guru,Database Analyst,Excel Consultant,Business Analyst,Financial Analyst', 'eligibility' => 'You are cordially invited to enrol in this bundle; please note that there are no formal prerequisites or qualifications required. 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Answer client queries such as p ortfolio analytics questions, escalated screening cases and index capability requests . <br> Make suggestions in regards to product usability, presentation, and data quality <br> Spend a significant portion of your day as a mentor and leader within our CIQ Client Support oriented teams to help newer Associates understand best practices and advanced concepts. The focus would include Investment Management capabilities, but also the broader S&P Capital IQ platform and the client support function itself. <br> Be a client-facing interface with clients that have custom models, screens, portfolios, dashboards and other product views built for them by our India-based Screening & Platform and Modeling teams. <p></p> <br> <b> What we’re looking for: </b><br> Minimum of a Bachelor's/College degree in Economics, Finance or equivalent <br> At least 1 years of experience in supporting CIQ platform . <br> Knowledgeable in finance and s trong interest in the investment management sector and desire to become an expert on a smaller subset of the product. <br> Excellent written and verbal communication skills <br> Strong attention to detail and ability to multitask effectively <br> Team-player mentality with strong collaboration skills <br> Flexible to changes in a rapidly evolving environment <p></p> Ready to work on a 10am-7pm EST shift . <p></p> About S&P Global Market Intelligence <p></p> 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. <p></p> For more information, visit . <p></p> What’s In It For You? <p></p> <br> <b> Our Purpose: </b><br> 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. <p></p> 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. <p></p> <br> <b> Our People: </b><br> 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. <p></p> 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. <p></p> <br> <b> Our Values: </b><br> Integrity, Discovery, Partnership <p></p> At S&P Global, we focus on Powering Global Markets. 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That’s why we provide everything you—and your career—need to thrive at S&P Global. <p></p> <br> <b> Our benefits include: </b><br> <br> <b> Health & Wellness: </b> Health care coverage designed for the mind and body. <p></p> <br> <b> Flexible Downtime: </b> Generous time off helps keep you energized for your time on. <p></p> <br> <b> Continuous Learning: </b> Access a wealth of resources to grow your career and learn valuable new skills. <p></p> <br> <b> Invest in Your Future: </b> Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. <p></p> <br> <b> Family Friendly Perks: </b> 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. <p></p> <br> <b> Beyond the Basics: </b> From retail discounts to referral incentive awards—small perks can make a big difference. <br><b> For more information on benefits by country visit: </b><p></p> <br> <b> Diversity, Equity, and Inclusion at S&P Global: </b><br> At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. 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Hiring company
S&P Global
At S&P Global Platts, we provide the insights; you make better informed trading and business decisions with confidence. We're the leading independent provider of information and benchmark prices for the commodities and energy markets. Customers in over 150 countries look to our expertise in news, pricing and analytics to deliver greater transparency and efficiency to markets. S&P Global Platts coverage includes oil and gas, power, petrochemicals, metals, agriculture and shipping.
S&P Global Platts is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.platts.com.
At S&P Global, we don't give you intelligence
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