Overview
About the Role
Grade Level (for internal use): 05
The Screening and Platform Customization team delivers specialized support for advanced analytical tools, enabling clients to have a tailored experience with our products. This global team focuses on onboarding, support, and client adoption of the Screener product and additional features available on the S&P Capital IQ and Capital IQ Pro platforms.
The group includes professionals with backgrounds in investment, finance, and analytics. Their goal is to understand client needs and objectives, then provide solutions that improve workflows and platform usage.
Screening and Platform specialists consult with clients on how to get maximum value from our web-based platforms. They guide users on the Screening tool, create complex screens, and customize the interface to match each client’s workflow. Specialists also configure settings and create watch lists, charts, and company tear sheets so clients can maintain a personalized workspace.
The Impact
This team is a key point of interaction with clients and often represents the organization directly. Daily activities include building screens, lists, alerts, and charts, responding to client queries, and demonstrating expertise in platform tools and data. The role also involves working closely with Sales, Product, and Client Services teams to support client success and platform improvements.
What’s in It for You
- Opportunity to build a rewarding career with professional growth and recognition.
- Work within a results-driven environment that values accountability and performance.
- Develop deep knowledge of S&P Capital IQ and Capital IQ Pro products and services.
- Collaborate with teams such as Relationship Management, Product Management, and Client Services.
- Engage with experienced, business-focused professionals.
- Interact with clients and teams located across multiple global regions.
Responsibilities
- Understand client-specific requirements across supported datasets and products.
- Work with clients across the Americas, EMEA, and APAC regions to address their needs.
- Create screens, charts, lists, alerts, and similar outputs using S&P Capital IQ and Capital IQ Pro tools.
- Collaborate with product teams to test platform features and ensure a strong client experience.
- Share suggestions related to product usability, enhancements, presentation, and data quality.
- Assist senior associates with projects that strengthen subject matter expertise.
- Identify opportunities for automation and LEAN improvements to increase workflow efficiency.
- Manage interactions with different teams and stakeholders as needed.
What We’re Looking For
- MBA or equivalent qualification in Finance.
- Strong analytical abilities with attention to detail.
- Understanding of business fundamentals, financial statements, and investment concepts.
- Knowledge of capital and commodity markets.
- Experience in research and analytical tasks.
- Familiarity with MS Excel and financial data analysis.
- Ability to manage multiple tasks and prioritize work independently.
- Willingness to work in rotational shifts.
About S&P Global Market Intelligence
S&P Global Market Intelligence, a division of S&P Global, provides deep insights and data-driven technology solutions that help organizations make confident decisions. Our experts combine financial intelligence, data, and analytics to help customers gain broader perspectives and operate effectively.
Our Mission
Advancing Essential Intelligence.
Our Values
Integrity, Discovery, Partnership
Organizations worldwide rely on S&P Global for essential intelligence that supports informed decisions. The company emphasizes integrity in its work, encourages discovery through innovation, and builds strong partnerships with clients and colleagues.
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Key Skills
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Education Requirements
- MBA in Finance or equivalent
Eligible Batch Years
S&P Global
S&P Global is a leading multinational provider of financial information, analytics, and market intelligence. Founded in 1860, the company delivers essential data, benchmarks, and insights to help businesses, governments, and individuals make informed decisions. With a mission to transform data into actionable intelligence, S&P Global operates across multiple segments including Ratings, Market Intelligence, Commodity Insights, and Indices, serving clients worldwide.
Headquartered in New York City, USA, S&P Global employs over 35,000 professionals across more than 30 countries. It is renowned for its credit ratings, widely used by investors and financial institutions to assess creditworthiness, and for its S&P Dow Jones Indices, which include globally recognized benchmarks like the S&P 500. In recent years, the company has expanded its capabilities through strategic acquisitions, such as the merger with IHS Markit in 2022, strengthening its position as a premier source of integrated data and analytics in the financial services industry.
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