Specialist, Portfolio Analytics

About the Role Grade Level for internal use 08The Role We are seeking a passionate and client-focused Product Specialist to join our Portfolio Analytics PA team This is a pivotal role supporting our rapidly growing client base in the APAC region where you will drive product onboarding training diagnostics and solution support for both prospective and existing clients You ll serve as a critical bridge between the PA product organization and client-facing functions - including Commercial Business Development CD and Client Success teams - to help clients realize the full value of our PA solutions The Team Portfolio Analytics at S P Global is a fast-growing business serving institutional investors with powerful tools for performance measurement risk analysis portfolio insights and reporting The team is global and this role will be a vital extension of our Product function within APAC working closely with colleagues across Product Management Client Development Commercial and Support teams Responsibilities Client Onboarding Training Lead end-to-end onboarding for new clients and trials - helping them load portfolios configure reports and understand workflows Deliver structured training and best practices to clients and internal teams Presales Commercial Support Partner with the sales and CD teams to articulate the value proposition of Portfolio Analytics to prospects Present client demos respond to RFPs and act as a product SME in commercial engagements Client Success Post-Sales Engagement Provide ongoing functional support to clients to ensure adoption retention and satisfaction Help clients use PA to answer complex investment questions and generate portfolio insights Client Diagnostics Feedback Loop Act as the first line of diagnostic support for product-related client issues Gather client feedback and collaborate with Product Managers to refine roadmap priorities and test upcoming features Cross-Functional Collaboration Work hand-in-hand with Product Technology Support and Relationship Management teams to ensure client outcomes are successful and scalable What We re Looking For Strong understanding of investment workflows - particularly in portfolio construction attribution or risk 1-2 years of experience in a product specialist client onboarding implementation or pre post-sales support role in a fintech asset management or investment solutions firm Experience with equity and or multi-asset portfolios preferred Outstanding communication presentation and stakeholder management skills Ability to work independently and coordinate across time zones and functions Diagnostic mindset you can break down complex client needs and translate them into productized solutions Comfort working with large datasets in Excel Why You Should Join Us Be part of a dynamic global product team shaping the next-generation portfolio analytics platform Own client outcomes in one of the fastest-growing regions for S P Global Gain exposure across product lifecycle client success and commercial strategy Work with smart mission-driven people who care deeply about helping clients thrive About S P Global Market IntelligenceAt 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 YouOur 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 Intelligencexc2xae 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 PartnershipAt 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 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 Equal Opportunity EmployerS 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 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 Pay Transparency Nondiscrimination Provision -PDMGDV203 - Entry Professional EEO Job Group Job ID 314896 Posted On 2025-05-29 Location Gurgaon India