Associate Director – SPIVA Analytics Lead, Index Investment Strategy

About the Role:

Grade Level (for internal use):

12

The Team:

You will joinS&P Dow Jones Indices’ Index Investment Strategy team, a global research group with a strong external market presence and responsibility for high-profile, data-led investment research. The role is focused on the SPIVA® Scorecards and related analytics, which are widelyrecognisedbenchmarks for evaluating active versus passive investment performance.

Working with colleagues across London, Hong Kong, and New York, you will support research connected to major benchmarks including the S&P 500®,iBoxx® fixed income indices, VIX®, and other leading index families.

The Impact:

This is a hands-on, quantitatively focused role with ownership of a globallyrecogniseddataset and the analytical workflows that support one of S&P DJI’s flagship research franchises. You will help strengthen the quality, scalability, and usability of the SPIVA platform by improving how data is sourced,validated,analysed, and delivered.

As a Grade 12 Associate Director, you will be expected tooperatewith autonomy, take accountability for sustainable analytical systems rather than individual outputs, and use yourexpertiseto advise colleagues on complex data,methodology, and research questions.

Responsibilities:

• Maintain, oversee, and enhance the analytical processes that support the production of S&P Dow Jones Indices’SPIVA® Scorecards.

• Build,maintain, and extend scalable analytical pipelines, reporting tools, and core datasets using modern data and AI-enabled tools where appropriate.

• Interrogate,validate, andanalysedata from multiple sources, with a strong focus on data quality, reproducibility, robustness, and clear documentation.

• Evaluate new data sources and recommend practical ways to extend the scope, quality, and capabilities of the SPIVA platform.

• Take accountability for the operating model behind the dataset and analytics, ensuring workflows are sustainable, efficient, and fit for global use.

• Conduct original research and, in collaboration with a research director, scope and deliver new research initiatives that translate data into clear investment insight.

• Partner with research, commercial, and cross-functional stakeholders to understand priorities, incorporate diverse perspectives, and build buy-in for analytical recommendations.

• Support and empower colleagues through the tools, datasets, and analytical frameworks you develop, acting as a subject matter expert on complex matters within your area.

• Communicate complex analytical ideas clearly in written materials, internal discussions, and external-facing research outputs.

• All employees are required towork from the office a minimum of 2 days per week

What We’re Looking For:

Basic

Required Qualifications:

• Typically5–8 years of experience in a data-driven role, ideally within financial services, investment research, indices, asset management, market data, or a related environment.

• Strong hands-on Python experience applied to data workflows, including data cleaning, validation, analysis, automation, and repeatable reporting processes.

• Experience working with large, real-world financial datasets and applying structured approaches to improve data quality, reliability, and usability.

• Experience building ormaintaininganalytical pipelines, research toolkits, reporting frameworks, or similar data products used by wider teams.

• Strong analytical judgement and the ability to consider multiple possible coursesof action, make evidence-based recommendations, and influence buy-in through data.

• Comfortable operating in a hands-on, ownership-oriented role with a high degree of autonomy and limited day-to-day direction.

• Clear written and verbal communication skills, with the ability to explain technical or analytical concepts to both specialist and non-specialist audiences.

• Collaborative working style, with the ability to build trust, support colleagues, and work effectively across teams, functions, and geographies.

• Intellectual curiosity, sound judgement, and an interest in investment research, market trends, and the active versus passive investment landscape.

• Werequireall candidates who reach the final stage of our interview process to attend at…