About the Role
Grade Level (for internal use): 08
The Team
Our Team dynamic mirrors the philosophy of the ARC Wealth Indices, we focus on real world private client portfolio performance. You will be part of a collaborative cross functional think tank that translates raw, complex data streams into actual market insights. We operate with a high trust structure where curiosity is celebrated, and every analyst has a direct voice in how we scale our process. The ARC Wealth Indices are the industry standard peer group benchmarks for discretionary managed portfolios. We aggregate the actual, real-world, net of fees performance for over 500,000 private client portfolios from more than 140 premier wealth management firms to calculate the indices.
Responsibilities and Impact
•Calculate and oversee quarterly reporting of the ARC Wealth Private Client Indices comprising 140+ wealth managers and 500,000+ portfolios widely used by investors, private clients, fiduciaries, and professional advisers.
•Manage assigned client data collection and reporting processes across private clients and managed portfolio datasets. Analyze portfolio performance and investment data using a risk-based and data-driven approach.
•Contribute to the technical production and quality assurance of investment reporting outputs.
•Support development and optimization of reporting infrastructure and VBA-based automation processes to improve operational efficiency and data integrity.
•Co-manage the MPS/Fund data production and quarterly reporting of 1,800+ solutions and manage data collection and input of the Charity Multi-Asset Fund Review across 14 contributors.
•Assist with the production of the daily and monthly estimates.
What We're Looking For
Basic Required Qualifications:
•Practical experience in financial markets, with a focus on investment portfolios
•Educated to degree level or possess equivalent professional experience in a quantitative field
•Knowledge of SQL, Python and Power BI would be useful but not essential
•Numerate with good analytical skills
•Ability to distill complex data structures into clear usable streams for processing
•Thrives in a high trust, peer reviewed environment where ideas and methodologies are openly shared and refined
•Curious, not just accepting data on face value, ability to dig deeper to understand the "why" behind the numbers
We require all external candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global office. This must be completed before we can proceed to an offer.
About S&P Global Dow Jones Indices
At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We're the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies.
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets.
