Compliance Services Analyst

About the Role

Our Compliance Services team is seeking an experienced and motivated Analyst to facilitate daily management of client coverage and deliverables. The individual will be responsible for managing client inquiries and client support related to the functions of the outsourcing platform. The position offers direct exposure to external industry entities such as portfolio managers and trustee/custodians. The role entails partnering with other S&P business lines to drive a client focused agenda and satisfaction.

• Generate and manage daily deliverables for clients, primarily capital management firms, ensuring timely and accurate delivery of compliance services
• Perform routine reconciliation of key data points with trustees and research variances to maintain data integrity and client confidence
• Review and analyze compliance test results on monthly trustee reports, identifying and resolving discrepancies to ensure regulatory adherence
• Monitor cash collection, payment, and reserve accounts to ensure proper transaction processing and maintain operational excellence
• Serve as primary point of contact for client inquiries regarding collateral attributes and transactions, facilitating cross‑functional collaboration for timely resolution
• Partner with WSO Compliance programmers on model updates and test calculations, gaining exposure to technical compliance systems and processes

S&P Global states that the anticipated base salary range for this position is $47,000 to $68,000. 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  ().

• Bachelor's degree in Finance, Accounting, Business, Economics, or related field
• Proficiency in Microsoft Office Suite, particularly Excel for data manipulation and analysis
• Strong analytical and problem‑solving skills with demonstrated ability to identify discrepancies and investigate root causes in financial data
• Excellent written and verbal communication skills with experience managing client relationships and cross‑functional collaboration
• Ability to work in a hybrid schedule 2x a week in either Andover, MA office

• Familiar with financial services, compliance, or analytical roles with exposure to data analysis and reconciliation processes
• Experience with regulatory compliance frameworks or financial industry regulations (such as SOX, GDPR, or banking compliance standards)
• Familiarity with data analytics tools and reporting platforms (such as Tableau, Power BI, or similar business intelligence solutions)
• Knowledge of financial markets, investment products, or asset management operations with understanding of trade lifecycle processes

This role is limited to persons with indefinite right to work in the United States.

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

Advancing Essential Intelligence.

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…