About the Role:

Grade Level (for internal use):

09

Department overview:

Counterparty Manager (CPM) is an online platform for institutional investors and other financial institutions to exchange documentation and regulatory data efficiently in a secure environment. Through this platform the users are able to:

• Electronically manage trading accounts on ISDA, FX and MSFTA master agreements
• Electronically adhere to regulatory requirements by reaching out clients through Outreach360
• Classify trading entities to amend and share ISDA master agreements
• Simplify FATCA compliance
• Streamline AUM / NAV distribution
• Centralize KYC and client on boarding process
• Streamline Onboarding & Client Life Cycle Management

Position summary

The ideal candidate will have demonstrated experience in business analysis, process modelling, workflow development and communication. The candidate should also possess strong analytical skills to help the team clearly understand the product requirements and deliver thoughtful, timely solutions.

Duties & Accountabilities

• Focuses on output quality against defined tasks and activities; use of discretion and initiative; application of specialist knowledge and/or skills
• Defines concepts of short-term and long-term planning
• Researches industry trends to understand the short-term tactical and strategic direction of the market
• Contributes to solution roadmaps which clearly articulate the solution vision and strategy to enable executive buy-in
• Supports product delivery with timely execution of metrics and other information
• Researches and compiles information from documented sources on objectives and goals which may impact requirements
• Identifies incomplete information and seeks clarification when information gathered in the analysis is lacking
• Documents requirements including customer journey, features, user stories, cross team dependencies, separating core product build vs. integration features, outlining what is in and out of scope
• Identifies and tracks key stakeholder relationships relevant to project objectives
• Supports actions to address differing stakeholder interests
• Contributes to day-to-day working relationships building with stakeholders
• Documents stakeholder communication needs
• Analyzes and reviews customer market activity reports
• Maintains and updates research on customer markets, needs and trends

Education and experience

• Bachelor’s degree required, advanced degree in Business or Technology preferred
• Thorough understanding of the software development life cycle
• Prior working experience on working with Email generation software, Email templating & document management experience would be a strong plus
• Analytical and well organized
• Proven ability to work independently.
• Careful attention to detail
• Expertise in MS Word, Excel, Visio, Project, PowerPoint
• Experience as a business analyst in the financial markets
• Experience with new software product launch a strong plus
• A background working with the implementation of US/European regulatory reforms, KYC initiatives, or client onboarding is highly desirable

Commercial awareness

• Experience working in a Bank or Asset manager as a product specialist is a plus
• Experience working at a solution vendor servicing FS client is a plus

Management requirements

• Able to work competently on his/her own or within a team
• Able to mentor and manage junior staff

Technical requirements

• Experience with relational databases and querying with SQL
• Experience with rules engines / workflow applications
• Experience working UX technologies would be a plus

Personal impact

• Strong problem-solving skills
• Ability to work in a fast paced, dynamic environment
• Flexibility and positive attitude towards meeting tight deadlines
• Shows initiative

Communication

• Excellent written and oral communication skills
• Good interpersonal skills and ability to manage stakeholder relationships

Teamwork

• Strong team player who is comfortable working at all levels of the business and external stakeholders as 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.
 

PDMGDV202.1 - Middle Professional Tier I (EEO Job Group)