Lead, Equity Research/Fixed Income

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's 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

1. 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.

2. Identify critical supply disruption points in the value chain and formulate an effective strategy for mitigation.

3. 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

1. 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.

2. 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.

3. 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

1. 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 teams resources towards the areas of greatest potential return.

2. 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.

3. 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.

4. 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