Senior Manager, Client Service Analytics

hace 6 meses

Lomas de Santa Fe, México S&P Global A tiempo completo

**About the Role**:
**Grade Level (for internal use)**: 11
Senior Manager, S&P Dow Jones Indices Client Services Analytics (Mexico)

Position Description

The team strives to provide the highest level of service to index clients with the goal of improving the client experience while maintaining adherence to S&P DJI’s core values, policies, and procedures. The team supports both global and regional clients including but not limited to Asset Managers, Endowments and Foundations, ETF product providers, Investment Management Consultants, Insurance companies, Investment Banks, and Pension Funds.

Core Responsibilities
Respond to requests regarding index corporate action treatments, index methodologies and calculation in a timely manner and in compliance with all applicable laws, regulations, and industry standards.
Proactively identify instances where a client call would add value and coordinate, as needed, with internal stakeholders. Schedule periodic calls and outreach for strategic clients.
Develop into a Subject Matter Expert (SME) on S&P DJI’s index products and services including Equity, Fixed Income, ESG, Commodities, Multi-Asset, Strategy, and Digital Asset Indices.
Provide feedback to Index Committees to enhance methodology language based on client feedback
Work with Legal and Compliance with sensitive inquiries and trends to provide response aligned with the company policies.
Ensure clients are knowledgeable on the data services (file delivery, file format, SLAs) and resources (file specifications, platform user guides) available to them.
Play a key role in the launch of new indices and provide onboarding services to educate new clients on S&P DJI’s services and resources.
Identify appropriate opportunities to draft and disseminate client communications in line with compliance and standardization guidelines.
Review incidents with Management and Index Managers help identify opportunities for improvement in processes, services, and support that will enhance the client experience.
Identify opportunities to streamline workflows and processes to improve operational efficiencies.
Lead and coordinate efforts for ad-hoc projects and company initiatives as needed.

Competencies, Education, & Experience
Must be a bright and enthusiastic self-starter who can liaise with SMEs as needed to resolve client inquiries efficiently and successfully.
Advanced analytical capabilities and problem-solving skills required to ensure proper identification of a client’s core question and appropriately respond with solutions where applicable.
Superior written and verbal communication skills needed; must be able to communicate complex concepts simply.
Proficiency in Microsoft Office and Excel is essential. Must have the ability to demonstrate use of Excel functionality such as vlookup and pivot tables.
5-7 years of experience working with financial data across various asset classes (equity, fixed income, alternatives) index related data preferred. Client relationship/support experience preferred.
Bachelor’s Degree in business, economics, or finance required.

Flexible Working
We pride ourselves on our agility and diversity, and we welcome requests to work flexibly. For most roles, flexible hours and/or an element of remote working are usually possible. Please talk to us at interview about the type of arrangement that is best for you. We will always try to be adaptable wherever we can.

Return to Work
Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return-to-Work initiative, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.

About S&P Global Dow Jones Indic e s
At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500 ® and the Dow Jones Industrial Average ®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies.

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 indi

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