Associate Director, Index Investment Strategy (New York, NY)

This job is with S&P Global, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

About the Role:

Grade Level (for internal use):

About the Role: We are seeking applicants for the role of Associate Director in the Index Investment Strategy in the NY office of S&P Dow Jones Indices (S&P DJI).

The Team:

Reporting to a Senior Director, you will collaborate with a global team to design, create and promote thought leadership to enhance S&P DJI's revenues, relationships, and reputation. Your contributions will help develop interest in a market-leading range of indices, with a particular focus on growing our indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions. You will also have the chance to support S&P DJI's market leading SPIVA® research.

You will have the potential to work on a wide range of investment topics, calibrated for a wide range of investor sophistication levels, addressed to a global audience of market participants. 

Responsibilities and Impact:

Activities span the development and delivery actionable insights across a range of formats. You will: 

• conduct original research with a focus on applications for direct indexing/model portfolios

• create and maintain analytic and reporting tools

• support regular market commentary and analysis

• provide frequent thought leadership and educational presentations internally and externally

Responsibilities include:

• act as a subject matter expert for direct indexing and model portfolios

• executing on relevant research topics

• answering one-off requests from clients and management

• producing content for public dissemination and distribution

Although you will primarily support your direct line manager, your work will also support a team of colleagues based in London and New York.

Compensation/Benefits Information: (This section is only applicable to US candidates)

• S&P Global states that the anticipated base salary range for this position is $135,000 to $165,000. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.

• In addition to base compensation, this role is eligible for an annual incentive plan.

• This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here .

What we are looking for:

Basic Required Qualifications:

• Collaborative, creative, and curious approach

• 5-10 years of experience in a quantitative role in financial services

• Strong understanding of markets;

• Experience related to digital wealth will be an advantage

• Interest in the global markets and investing landscape

• Excellence in written and oral communication

• Excellent analytical and quantitative capabilities (Prior experience with Zephyr/PSN, eVestment, FactSet, CIQ Pro, Morningstar, SPICE, VBA, Python is a plus)

The Index Investment Strategy Team's mission is to enhance the reputation, relationships, and revenues of S&P Dow Jones Indices through actionable insights. We provide research and commentary across our full range of indices and data sets, covering a wide range of topics including but not limited to: the active-passive debate, factor indices, Climate and ESG indices, risk and volatility, and index dynamics. Our thought leadership promotes index-based investing, trading, and benchmarking to a variety of financial market participants, providing actionable insights at a variety of sophistication levels and frequency.

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.  

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit  

What's In It For You?

Our Mission:

Advancing Essential Intelligence.

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. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

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.

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.

• 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:

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that]]> <