About the Role:

Grade Level (for internal use):

07

The Role: Associate, iProfile Operations

.

The Team:

• Defines the scope of a financial report, including the types of investors to be targeted and the industry or sector in which the company operates.
• Conducts market research to gather information about the industry or sector, including market trends, competitive landscape, and potential risks and opportunities.
• Identifies potential investors who may be interested in the company's securities, based on factors such as demographic information, investment history, and risk tolerance.
• Develops messaging and positioning strategies that resonate with potential investors, based on the information gathered during the research and analysis phases.
• Presents the findings and recommendations to senior management, investment bankers, and other stakeholders to inform the marketing and pricing strategy for the roadshow book-building process.

The Impact:

• The classified reports provided by the team help world largest banks and lead managers make more informed decisions.
• The team help streamline the roadshow process, allowing them to focus on the most promising leads and allocate their time and resources more effectively.
• Provide robust information about potential investors which enables the banks and lead to tailor their pitches more effectively.
• Help build strong relationships for our clients with all possible buyside investors around the globe.
• Identify potential risks and roadblocks early in the process for our clients, allowing them to take steps to mitigate these issues.

What’s in it for you:

• Grow with the company by strengthening your client relationship, industry, and product knowledge while leveraging AI-driven solutions to deliver greater value and enhance the client experience.
• Advance your career within the Operations team by progressing into senior roles or transitioning into more customer-focused opportunities as you develop your expertise.
• Collaborate closely with some of the world's largest banks and work alongside a highly supportive, collaborative team in a dynamic global environment.
• Gain hands-on experience in the finance industry, with exposure to dealing execution, investor relations, and capital markets, while working with innovative AI-powered tools and technologies that improve operational efficiency and decision-making.
• Be part of a culture that encourages continuous learning, innovation, and professional development, enabling you to build valuable skills in both financial markets and emerging technologies.

Responsibilities:

• Process all client inbound requests via our case management email system and telephony hotlines to address deals and support requests in demanding timeframes. (US/APAC/EMEA)
• Conducting research on potential investors, analyzing financial data and market trends to identify potential leads.
• Generating detailed and accurate reports on potential investors, providing insights and recommendations to our clients.
• The team members will be responsible for meeting strict deadlines for generating and delivering reports, ensuring that the information provided is timely and relevant.
• The team members will be maintaining trackers of missing data and need to work with internal teams to procure and update the database to generate revenue.
• Partner with Product/Support teams to prioritize, track and resolve production issues, to extinguish client interruptions.
• Keep abreast of market & regulatory changes that impact service activities and adapting new team policies/procedures as needed.
• The team members should continuously evaluate and improve the reporting process, seeking feedback from clients and team members, and implementing changes as needed to enhance the quality and efficiency of the reports generated.
• Staying up to date with industry trends, providing insights and recommendations to our clients on the latest market data and analysis
• Maintaining SLA’s and work Quality by delivering client ad hoc as of mentioned timelines.

What We’re Looking For:  

• 1+ years of relevant experience in investment banking, financial analysis, equity research, valuation, or a related financial services role.
• Excellent written and verbal communication skills, with the ability to interact effectively with stakeholders across all levels of management and clients.
• Strong financial modeling skills with hands-on experience in financial statement analysis, valuation methodologies, and market research.
• Exceptional attention to detail and accuracy, with the ability to review and analyze large volumes of financial data.
• Bachelor’s or master’s degree in finance, Accounting, Economics, or a related field preferred.
• Strong analytical and critical thinking skills, with the ability to identify trends, patterns, and actionable insights from complex financial data.
• Proven ability to manage multiple projects simultaneously while working effectively under tight deadlines.
• Customer-focused mindset with a strong commitment to building and maintaining client relationships.
• Excellent teamwork and collaboration skills, with the ability to work effectively with cross-functional teams and stakeholders.
• Good understanding of the investment banking industry, financial markets, and regulations governing the bookrunning process.
• Flexibility to work night shifts (7:30 PM or 9:15 PM shift timings).

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 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.

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: Know Your Rights: Workplace discrimination is illegal

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OPRTON203 - Entry Professional (EEO Job Group)