About the Role:

Grade Level (for internal use):

07

Responsibilities, Duties and Tasks:

• The individual should possess excellent communications skills as this role demands multiple client interactions
• The individual will act as an extension of US- and UK-based client deployment team, helping to implement, customize and enhance the ‘Portfolio Monitoring and Reporting’ services provided to Private Equity clients.
• Knowledge of Microsoft Excel - should display strong knowledge in advanced excel functions.
• Understanding of Capital Market structure with more focus on Private Capital Market and Financial Accounting
• Must be able to interpret various types of financial reports; e.g.: valuation reports, financial statements, portfolio summaries, fund analytics etc.
• Question and understand requirements and then be concise and analytical in the design of the reporting related to that data
• Ability to work with minimal supervision and exhaust all resources before contacting the team lead.

Main Responsibility areas:

• Dealing with confidential data 
• Prepare financial reports, templates, configure portal as per PE/VC clients’ requirements.
• Become a Subject Matter Expert on the client’s platform, its capabilities and features, and its application.
• Work on the multiple client implementations simultaneously & efficiently and dealing with confidential client data.

Requirements:

• MBA specialized in Finance with 0 to 2 years of relevant client facing and project management experience
• Excellent Communication skills
• Proficient in MS Excel
• Understanding of financial reporting and statement analysis
• Alternative investment/private equity knowledge
• Experience and confidence in facilitating client working sessions and other public speaking situations
• Financial modelling knowledge is plus
• Experience with softwares like QVAL, iLEVEL and iVal is an added advantage for the role

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’s 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'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, Partnership

At 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: https://spgbenefits.com/benefit-summaries

Diversity, Equity, and Inclusion at S&P Global:
At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.
 

BSMGMT202.1 - Middle Professional Tier I (EEO Job Group), BSMGMT203 - Entry Professional (EEO Job Group)