Associate Director – SPIVA Analytics Lead, Index Investment Strategy

About the Role

Grade Level (for internal use): 12.

You will join S&P Dow Jones Indices’ Index Investment Strategy team, a global research group focused on the SPIVA® Scorecards and related analytics, which are widely recognised benchmarks for evaluating active versus passive investment performance. You will support research connected to major benchmarks, including the S&P 500®, iBoxx® fixed‑income indices, VIX®, and other leading index families.

Impact

This is a hands‑on, quantitatively focused role with ownership of a globally recognised dataset and the analytical workflows that support one of S&P DJI’s flagship research franchises. You will help strengthen the quality, scalability, and usability of the SPIVA platform by improving how data is sourced, validated, analysed, and delivered. As a Grade12 Associate Director, you will operate with autonomy, take accountability for sustainable analytical systems, and advise colleagues on complex data, methodology, and research questions.

Responsibilities

• Maintain, oversee, and enhance the analytical processes that support the production of S&P Dow Jones Indices’ SPIVA® Scorecards.
• Build, maintain, and extend scalable analytical pipelines, reporting tools, and core datasets using modern data and AI‑enabled tools where appropriate.
• Interrogate, validate, and analyse data from multiple sources, with a strong focus on data quality, reproducibility, robustness, and clear documentation.
• Evaluate new data sources and recommend practical ways to extend the scope, quality, and capabilities of the SPIVA platform.
• Take accountability for the operating model behind the dataset and analytics, ensuring workflows are sustainable, efficient, and fit for global use.
• Conduct original research and, in collaboration with a research director, scope and deliver new research initiatives that translate data into clear investment insight.
• Partner with research, commercial, and cross‑functional stakeholders to understand priorities, incorporate diverse perspectives, and build buy‑in for analytical recommendations.
• Support and empower colleagues through the tools, datasets, and analytical frameworks you develop, acting as a subject matter expert on complex matters within your area.
• Communicate complex analytical ideas clearly in written materials, internal discussions, and external‑facing research outputs.
• All employees are required to work from the office a minimum of 2 days per week.

What We’re Looking For

Basic Required Qualifications

• Typically 5–8 years of experience in a data‑driven role, ideally within financial services, investment research, indices, asset management, market data, or a related environment.
• Strong hands‑on Python experience applied to data workflows, including data cleaning, validation, analysis, automation, and repeatable reporting processes.
• Experience working with large, real‑world financial datasets and applying structured approaches to improve data quality, reliability, and usability.
• Experience building or maintaining analytical pipelines, research toolkits, reporting frameworks, or similar data products used by wider teams.
• Strong analytical judgement and the ability to consider multiple possible courses of action, make evidence‑based recommendations, and influence buy‑in through data.
• Comfortable operating in a hands‑on, ownership‑oriented role with a high degree of autonomy and limited day‑to‑day direction.
• Clear written and verbal communication skills, with the ability to explain technical or analytical concepts to both specialist and non‑specialist audiences.
• Collaborative working style, with the ability to build trust, support colleagues, and work effectively across teams, functions, and geographies.
• Intellectual curiosity, sound judgement, and an interest in investment research, market trends, and the active versus passive investment landscape.

Additional Preferred Qualifications

• Familiarity with modern data architectures, such as data lakes or lakehouse environments, and platforms including Databricks, Snowflake, or similar tools.
• Exposure to performance analytics, benchmark analysis, backtesting, or investment research methodologies.
• Experience using AI‑enabled tools or automation techniques to scale analytical workflows, improve efficiency, or enhance research output.
• Knowledge of index products, asset classes, portfolio analytics, or the broader financial services ecosystem.
• Experience advising colleagues on complex analytical matters and helping define efficient ways of working for a team or operating process.

Benefits

• 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.

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 toEEO.Compliance@spglobal.comand your request will be forwarded to the appropriate person.

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