Description:
The Role: The Senior Associate for Investment Management understands the daily workflow of investment management clients and helps utilize S&P Global Market Intelligence products more effectively and efficiently.
Responsibilities
- Provide client support via phone, email and chat. Answer client queries such as portfolio analytics questions, escalated screening cases, Real-Time cases and index capability requests.
- Make suggestions in regards to product usability, presentation, and data quality
- Spend a significant portion of your day as a mentor and leader within our CIQ Client Support oriented teams to help newer Associates understand best practices and advanced concepts. The focus would include Investment Management capabilities, but also the broader S&P Capital IQ platform and the client support function itself.
- Be a client-facing interface with clients that have custom models, screens, portfolios, dashboards and other product views built for them by our India-based Screening & Platform and Modeling teams.
What We’re Looking For
- Minimum of a Bachelor's/College degree in Economics, Finance or equivalent
- Knowledgeable in finance and strong interest in the investment management sector and desire to become an expert on a smaller subset of the product.
- Excellent written and verbal communication skills
- Strong attention to detail and ability to multitask effectively
- Team-player mentality with strong collaboration skills
- Flexible to changes in a rapidly evolving environment
- Ready to work on a 10am-7pm or 12pm-9pm EST shift.