Investment & Benchmarking data Owner

About the Role:

Grade Level (for internal use):

10

The Team: Investment & Benchmarking data Owner, Global Index Management & Production Group (IMPG)

Responsibilities and Impact:

As an Investment Data & Benchmarking data owner specializing in Portfolio Benchmarking, you will play a central role in maintaining the accuracy, integrity, and analytical power of the performance data that underpins S&P’s benchmarking solutions. You will work with raw data inputs submitted by investment management firms, including asset allocation details, performance returns, and risk classifications and play a pivotal role in validating, processing, and transforming these inputs into trusted datasets.

This role is fundamental in upholding S&P’s benchmarks as credible, data-driven standards for portfolio performance. Your work will ensure that benchmarks accurately reflect underlying contributor data, enabling institutional clients and internal teams to make sound, data-backed assessments of investment strategy outcomes.

• Own the data pipeline that feeds into industry-recognized portfolio benchmarking tools used by global asset managers.

• Develop expertise in sourcing, validating, and governing performance data across thousands of portfolios and multiple risk categories.

• Collaborate with cross-functional teams including data engineering, methodology, and product teams to optimize data flow and improve quality controls.

• Influence benchmark design and accuracy by applying rigorous validation processes and providing feedback on data structure, anomalies, and trends.

• Gain exposure to the end-to-end benchmark lifecycle, from data ingestion through to index publication and reporting.

• Build a career at the intersection of investment performance, data operations, and benchmark innovation within a globally recognized financial intelligence firm.

Responsibilities:

 Data Input Management

• Process and validate portfolio performance submissions from contributor firms.

• Ensure completeness, accuracy, and consistency across performance returns, asset allocations, and risk categorizations.

• Standardize and normalize incoming data for integration into S&P’s benchmarking models.

 Benchmark Support

• Monitor benchmark outputs and cross-reference them against input data for integrity.

• Assist with performance reviews, dataset updates, and analytical summaries.

• Support the development and documentation of benchmark methodologies.

 Quality Control & Governance

• Implement data validation routines and flag inconsistencies or anomalies for investigation.

• Maintain audit trails and data dictionaries to support transparency and reproducibility.

• Liaise with internal stakeholders to improve data submission processes and tools.

Research & Reporting

• Contribute to analytical reports and insights derived from benchmark datasets.

• Participate in internal research projects that explore performance dispersion, return consistency, or risk-adjusted metrics

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 $83,313to $117,365. 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’re Looking For:

Basic Required Qualifications:

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related discipline.

• 2 to 4 years of experience in investment analytics, data operations, or portfolio performance analysis.

• Solid understanding of investment performance measurement, benchmarking principles, and risk profiling.

• Attention to detail and commitment to data integrity is essential.

• Ability to translate raw financial data into structured, actionable insights.

• Strong communication skills for collaborating across technical and non-technical teams.

Preferred Qualifications:

• Strong Excel skills required; experience with Python, SQL, or R is highly beneficial.

About S&P Global Dow Jones Indices 

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 www.spglobal.com/spdji. 

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

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 we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

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Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law.  Only electronic job submissions will be considered for employment.  

 

If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.  
 
US Candidates Only:  The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law.  Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

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20 - Professional (EEO-2 Job Categories-United States of America), ANLYTC202.1 - Middle Professional Tier I (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning)