10 financial wellness associate jobs found

About the Role: Grade Level (for internal use): 11 The Team: The U.S. CMBS team is part of the broader Structured Finance Group at S&P Global Ratings. The team assigns ratings and publishes research for Commercial Mortgage-Backed Securities (CMBS) investors, working collaboratively on both new issue ratings and ongoing surveillance of CMBS transactions. We foster a collaborative environment where analytical excellence meets innovative problem-solving, supporting the growth of structured finance markets globally. The Impact: As a Senior Analyst in our U.S. CMBS team, you will play a key role in driving analytical quality and efficiency, sharing your expertise with colleagues, and contributing to how the team continuously improves the way we work. As a Senior Analyst you will lead analysis on transactions within clearly defined criteria and frameworks and will be called upon to advise on more complex or non-standard situations by applying structured finance...

About the Role: Grade Level (for internal use): 12 The Team   The  Associate Director, Operations Excellence  reports directly to the  Head of Operations Excellence  (part of the S&P DJI Data Group) and is accountable for driving metrics, reporting, and program management within SPDJI's Operations function. The team plays a critical role in supporting and enhancing our day-to-day operations—while also driving disciplined delivery of strategic initiatives and managing our internal business analytics and reporting. Operating with an enterprise mindset, Data Operations Excellence partners closely with Technology, Product, R&D, and the rest of the Operations function to enable cross-functional teams to execute and deliver while also providing them the essential intelligence they need to make data-informed decisions.  Responsibilities and Impact   Program Management & Execution Excellence   Lead cross-Operational and cross-functional initiatives to...

About the Role: Grade Level (for internal use): 12 The Team: The MI Business Transformation, Strategy & Special Projects team is responsible for guiding the overall strategy of the Market Intelligence division of S&P Global. In addition to setting long-term strategic ambitions for the division, the team leads acquisitions and divestitures, strategic partnerships, portfolio management, growth initiatives and competitive intelligence. The team also partners closely with Finance and business stakeholders on long-term financial planning. This small, nimble team is responsible for evaluating all significant new investments for Market Intelligence and defining the requirements for delivering future growth coupled with large-scale business transformation initiatives aimed at optimizing portfolio strategy and improving business profitability and productivity. Responsibilities and Impact: Partner with business leaders across the division to shape and execute MI’s...

About the Role: Grade Level (for internal use): 09 The Location:  Houston, TX or New York, NY (relocation assistance not available) The  S&P Global Energy  Commercial and CX Graduate Program journey begins with an intensive 5-week onboarding in our London office. The 3-months thereafter will be part of the NAMER Customer Success Team, focusing on building a foundational knowledge of the commodity markets, developing essential business-related skills while learning about various  S&P Global Energy  data, research and analytical products. At Customer Success, you would be a primary contact for clients, providing solutions to their requests in a timely, professional and courteous manner and providing training on  S&P Global Energy products through WebEx and onsite visits.   The program will consist of rotations to Customer Success, sales, channel management and marketing functions. This will enable each graduate to gain a holistic perspective of the...

About the Role: Grade Level (for internal use): 12 About the Role: We are seeking applicants for the role of Associate Director in the Index Investment Strategy in the NY office of S&P Dow Jones Indices (S&P DJI). The Team: Reporting to a Senior Director, you will collaborate with a global team to design, create and promote thought leadership to enhance S&P DJI’s revenues, relationships, and reputation.  Your contributions will help develop interest in a market-leading range of indices, with a particular focus on growing our indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions.  You will also have the chance to support S&P DJI’s market leading SPIVA® research. You will have the potential to work on a wide range of investment topics, calibrated for a wide range of investor sophistication levels, addressed to a global audience of market participants....

About the Role: Grade Level (for internal use): 11 The Team: This role will support the Index Data Acquisition & Content Subscriptions (iDACS) team within the S&P Dow Jones Indices division of S&P Global.  The iDACS team is responsible for acquiring inbound third-party content from market data providers, subscription licensing, vendor management, and stakeholder engagement. We are seeking a highly skilled and experienced individual to join our team. The successful candidate will be responsible for overseeing the licensing and sourcing of critical market data that informs investment decisions and portfolio management strategies. This role demands a deep understanding of industry trends, data licensing agreements and vendor management. Responsibilities & Impact: Lead commercial negotiations with third-party exchange and other market data content providers. Manage source selection, internal communication, contractual review, and internal...

About the Role: Grade Level (for internal use): 08 The Team: As part of the Limited Partner Market Data Services (LP MDS) team, you will play a critical role in ensuring the delivery of superior service to our clients. This client-facing position involves overseeing a range of functions, utilizing consistent processes and tools to proactively monitor service delivery, manage critical incidents, and facilitate effective communication between clients and subject matter experts (SMEs).  The ideal candidate must have a demonstrated desire to assist customers and go above and beyond to meet their needs.  Responsibilities and Impact: Impact: The Client Service Data Associate plays a vital role, overseeing a range of functions to facilitate the delivery of quality data and insights to our limited partner clients. Responsibilities: Collaborate with Limited Partner Market Data Services (LP MDS) clients to tailor our fund/ portfolio monitoring and financial...

About the Role: Grade Level (for internal use): 12 About the Role/The Team:   The Structured Finance team is a dynamic group of analytical professionals who specialize in evaluating complex financial instruments and emerging asset classes. We pride ourselves on being at the forefront of credit analysis innovation, working collaboratively to develop new methodologies and provide market-leading insights. Our team values intellectual curiosity, rigorous analysis, and the ability to communicate complex concepts clearly to both internal stakeholders and external clients. The Associate Director is recognized as an expert, frequently advising others on complex matters, and operating with autonomy. Helping to manage effective operational systems and processes, working closely with other teams to deliver sustainable results. What’s in it for you: The opportunity to work in a collegial culture with great potential for professional development and career growth. To succeed,...

About the Role: Grade Level (for internal use): 11 The Team: The Fixed Income Index Management team within the Global Index Management & Production Group (“IMPG”) at S&P Dow Jones Indices. The team is responsible for maintaining a wide range of high-profile, S&P and iBoxx-branded, global fixed income indices across a range of themes, including Leveraged Loans, Private Markets and CLOs. Responsibilities and Impact: As a (Senior) Index Manager, you will play a crucial role in maintaining, supporting and enhancing the quality and integrity of our fixed income indices. You will collaborate closely with a variety of stakeholders to ensure the accuracy of our benchmarks, as well as regularly review and assess index methodologies, both existing and new. The successful candidate will become an expert in the methodologies of an assigned set of indices, as well as S&P DJI’s policies and procedures, ensuring that our indices are maintained in accordance with...

About the Role: Grade Level (for internal use): 10 About the Role: Private Market and other Thematic Indices‘ data owner         As a Private Market and Thematic Indices data owner within the Global Index Management & Production Group (IMPG), you will be responsible for preparing, validating , and ensuring the accuracy of private equity, venture capital, private debt, and real asset data ahead of scheduled index rebalances. You will work with various datasets that include valuations, holdings, and transaction records, applying rigorous validation checks against trusted reference sources.  This position is part of the Data Excellence – Thematics group, which focuses on a wide array of datasets used for the maintenance and rebalanc ings for S&P Thematic indices.       Responsibilities and Impact:    As the key point of accountability for private market and thematic data quality, you...