About the Role:

Grade Level (for internal use):

08

The Role: LP Specialist

The Team:
Markets Data Services team, consisting of close to 300 experts, is a part of Private Markets, delivering data solutions for General Partners and Limited Partners in Private Equity space. The data solutions help our clients in submitting information to valuation models, reviewing data & ensuring accuracy, regulatory compliance & auditing and Sourcing & processing portfolio data. We leverage a mix of internal and external tools to streamline data processing, establish quality controls and offer unmatched service delivery, providing timely data and resolutions for our clients. Our vision is to deliver deepest data sets to our clients in Private Markets, with the utmost accuracy and timeliness.

The Impact: 
Enabling clients to realize value and gain efficiencies are at the heart of our offering. There are enormous opportunities for this role to greatly impact the client’s workflow, success and help them realize the value and help them focus their energy on gaining efficiencies rather than data collection and processing.

What’s in it for you:

You will work on either or both ensuring the smooth onboarding of clients onto S&P Global’s proprietary portfolio monitoring software platforms and ensuring the quality of LP data produced by us.   You will work closely with members of the Data and Implementation teams and sometimes, with clients and their portfolio companies to acquire needed financial data and to make sure the LP data supplied to our clients is complete and accurate. You may also work with clients to finalize reporting options.

Responsibilities:

The incumbent will work on one or more of the below.

• Review the data processed from Private Equity fund financial statements like Schedule of Investments (SOI), Partner Capital Account Statements (PCAP), Capital Calls and Distribution notices.
• Consulting with our client services members to match our portfolio monitoring and financial reporting offerings to our clients’ needs. 
• Supervise the onboarding of new clients to the platform – often taking a very “hands-on” role – throughout the process.
• Perform periodical checks on the completeness and accuracy of LP financial data extracted by our Data team.
• Identify gaps in coverage, period over period and help devising quality control measures to prevent such gaps.
• Critically verify the LP Data for accuracy and help devising quality control logics to log probable errors and suggest preventive measures.
• Build robust Excel reports that are integrated with our platforms.
• Complete other LP client projects on an “as needed” basis.

What we look for:

• MBA or a PGDBM or any other post-graduation in finance is strongly preferred.
• 3 to 4 years of experience in preparation of Private Equity financial statements and reporting.
• Strong knowledge of Microsoft Excel and a conceptual understanding of the SaaS business model.
• Excellent verbal and written communication skills.
• The ability to work independently in an efficient and responsible manner.  Extreme attention to detail and an ability to document processes.
• Experience working effectively with others in a team setting while under the pressure of deadlines.
• Willingness to work long hours at critical times (i.e., quarterly reporting) based on need.
• The desire to work for a company where individual contributions have significant impact on the success of the Team as a whole.  A positive attitude is required.

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.
 

20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP203 - Entry Professional (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning)