Lead, Equity Research/Fixed Income

Job Description

About the Role:

Grade Level (for internal use):

09

Department overview:

The Managed Corporate Actions service is a best-in-class centralized source of validated corporate action announcements for nearly three million equities, fixed income, and structured finance securities across global markets. MCA services customers as a single source that streamlines operations for the collection, validation and dissemination of corporate actions.

Position Summary

The Corporate Actions Product Services team is responsible for corporate actions validation operations, customer support and new client onboarding, vendor management, quality control, and strategic support for new product initiatives.

The Corporate Actions Product Services validation team monitors domestic and international corporate actions announcements from the point of notice of inception and conducts a stringent cleansing process. MCA receives corporate actions information from vendor feeds and the global operations team researches and enriches records to produce validated corporate actions composite records for customers to pass notification on to their clients to take investment decisions and allocate entitlements that result from the event.

The successful Data Strategy Senior Specialist will be responsible for defining and executing on MCA&aposs sourcing strategy, managing vendor relationships, and supporting internal synergies and external partnerships between MCA and other products and services from within or outside S&P Global.

Duties & accountabilities

Sourcing Strategy & Content Acquisition

- Define and align sourcing strategy. Lead projects and initiatives across different functional teams within MCA through the sourcing process and ensure decisions are consistent with the overall business strategy.

Build strong relationships to execute sourcing strategy, minimize risk and control service/data quality.

- Identify critical supply disruption points in the value chain and formulate an effective strategy for mitigation.
- Stay updated on the latest developments in corporate action/reference data space by networking with internal S&P Global teams and external forums. Develop relationships with new suppliers and test new products to stay updated with the latest business intelligence and increase leverage with current suppliers.

Vendor Relationships / Contracts & Rights

- Focus on strategic suppliers and partners (internal/external) to expand product portfolio and ensure market competitiveness. Develop and maintain a comprehensive understanding of S&P Global products, competitive environment through ongoing research of competitors, frequent customer visits, attendance at industry events, and networking with internal/external stakeholders.
- Develop and lead long-term strategic initiatives that have an impact on expanding the current product portfolio and enter into new product segments. Steer product and technology decisions through in-depth analysis and clear communication of data insights.
- Evaluate the feasibility of third-party applications in product offerings; identify third-party providers and applications; coordinate third-party product development with internal product delivery.

Internal Synergies / External Partnerships

- Cultivate an ongoing and robust pipeline of new ideas that have the opportunity to fuel the product pipeline and drive growth. Identify both new product opportunities and potential enhancements to existing products and platforms. Deeply involved in decision making regarding which opportunities to assess and how to use the team&aposs resources towards the areas of greatest potential return.
- Keep a keen eye on the external marketplace including leveraging ideas, best practices and opportunities from the financial and other industries as appropriate. Specific focus on product trends & updates new content & regulations, new suppliers and other alternative solutions.
- Operate as a thought leader for Data Strategy and Operations team to identify capability deficiencies, sense future trends, identify key barriers in the business and develop the necessary ideas to deploy against them.
- Develop strategy and next steps, including leveraging resources and tools effectively to drive participation.

Business competencies

Education and experience

- Graduate degree/ Post Graduate or equivalent, preferably in Finance,

Economics or Business

- 7 years of relevant work experience
- Knowledge of equities and fixed income required
- Strong research and data mining skills required
- Advanced knowledge of Excel and SQL required
- Experience working with corporate actions or reference data preferred
- Knowledge of ISO/Swift feeds preferred
- Knowledge of VBA/Python preferred
- Experience partnering with technology counterparts preferred

Commercial awareness

Proven interest in financial markets and desire to increase knowledge of equities and fixed income

Personal competencies

Personal impact

- Proven analytical and problem-solving skills
- Proven research skills
- High level of initiative
- Detail-oriented
- Strong interpersonal skills
- Strong propensity to work under pressure and meet tight deadlines
- Detail-oriented
- Flexible and adaptable to new challenges

Communication

- Strong verbal and written skills required for interactions with teammates locally and in other regions, external vendors, and clients
- Ability to be vocal and interactive with global teammates

Teamwork

- Must be a willing team player both locally and globally
- Ability to work well both independently and as a member of a team
- Flexible to work in shifts

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 www.spglobal.com/marketintelligence .

What&aposs 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&aposre more than 35,000 strong worldwide-so we&aposre 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&aposre committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We&aposre 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&aposs 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&aposs 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&aposs 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 [Confidential Information] . 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 .

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: [HIDDEN TEXT] 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

PDMGDV103.1 - Middle Management Tier I (EEO Job Group)

---