Associate - Funds Rating

ASSOCIATE – FUND RATINGS
The Location: New York, NY; Chicago, IL; Denver, CO
Grade/Level (relevant for internal applicants only): 11
We currently have an exciting opportunity for a Associate to join our Fund Ratings Team within the Financial Services Group in New York City or the Centennial, CO offices. Responsibilities include analyzing fixed income mutual funds (money and bond funds), separate accounts, offshore funds and investment pools; conduct research on existing fund ratings criteria and assist in the development of new criteria and publish results. The candidate will also assist in the publication of mutual fund industry commentary and maintain supportive client services.
Responsibilities
Under direction and guidance of assigned Management, performs some or all of the following:

• Maintain the integrity of internal systems that support the ratings process, contribute to the development of ratings criteria, initiate outreach activities with investors and intermediaries and provide guidance and support to analysts as directed.
• Participate in meetings and on-site visits with fund managers and their representatives, as assigned.
• Contacts fund managers, or their representatives, for necessary or additional information.
• Analyzing the credit quality and management of fixed income portfolios.
• Conduct ongoing monitoring of rated funds and provide statistical/research support for special projects that arise during the year.
• As part of the fund rating process, individual must identify industry risk factors and manage discussions with fund management
• Participates in Rating Committee meetings prior to voting, as assigned.
• Prepares press releases and contributes to articles for S&P publication.
• Develop research, analytical and reporting skills and familiarity with fund rating methodology and standards essential for active participation in S&P fund rating activities.
• In accordance with departmental policies, reviews prior fund ratings at prescribed intervals and recommends appropriate action to Rating Committee.
• Develop industry knowledge, respond to queries from investors, media and investment managers, prepare presentations for Ratings Committees and publish ratings commentaries.
• Informs issuer or representative of Rating Committee's decisions and to the extent possible, commensurate with experience, explains rating rationale.

Qualifications

• MBA or CFA (Chartered Financial Analyst Certification) advantageous
• 2+ years of experience in the Financial Services industry, mutual fund/investment management experience is preferred
• Experience in Fixed-Income Analytics
• Willingness to travel
• Strong interpersonal and customer relationship skills
• Analyse original, non-routine analytical/business problems in a timely and insightful manner.

Return to Work
Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.
Compensation/Benefits Information (US Applicants Only)
S&P Global states that the anticipated base salary range for this position is $85,700 to $170,400. Base salary ranges may vary by geographic location.
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, visit https://www.spgbenefitessentials.com/newhires.
About Company Statement
S&P Global delivers essential intelligence that powers decision making. We provide the world’s leading organizations with the right data, connected technologies and expertise they need to move ahead. As part of our team, you’ll help solve complex challenges that equip businesses, governments and individuals with the knowledge to adapt to a changing economic landscape.
S&P Global Ratings offers critical insights for credit, risk and sustainable finance solutions that are essential to translating complexity into clarity, so market participants can uncover opportunities.
Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: [email protected] and your request will be forwarded to the appropriate person. 
US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law.
202 - Middle Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), RATNGS202.2 - Middle Professional Tier II (EEO Job Group)
Job ID: 290256
Posted On: 2023-07-24
Location: New York, New York, United States