Job Description

About the Role:

Grade Level (for internal use):

08

Role Scope:

This team delivers and maintains accurate, complete, and timely financial datasets for Compustat Fundamentals, covering public companies from North America region. Operating with advanced research methodologies and cutting-edge tools, our team provides essential intelligence that empowers clients across various sectors to make informed financial decisions. We value operational excellence, continuous learning, and collaborative problem-solving in our mission to deliver the highest quality financial data.

What You’ll Do (Key Responsibilities):

• Lead complex data collection, extraction, and advanced cleansing for Compustat Fundamentals datasets while mentoring junior team members on best practices and quality standards
• Design and optimize SOPs for data sourcing, tagging, and loading processes while implementing advanced metadata frameworks and quality control mechanisms
• Perform comprehensive data validation and reconciliation across multiple data sources, identifying patterns and developing enhanced business rules for improved accuracy
• Own end-to-end data integrity for assigned North America region datasets, managing stakeholder relationships and ensuring seamless data delivery workflows
• Analyze and resolve complex exceptions and anomalies independently, providing technical guidance to team members and implementing systematic solutions
• Drive process improvement and automation initiatives by leveraging advanced tools including Python and AI/LLM technologies to enhance research efficiency and data quality

How Impact Will Be Measured (Success Metrics):

• Dataset quality KPIs (accuracy, completeness, consistency); reduced exceptions and cycle time
• Timely resolution of client/vendor issues; improved satisfaction
• Quality/maintainability of rule books and SOPs (audit outcomes; update cadence)
• Measurable efficiency and quality gains from UAT, automation, and process improvement

For This Role You'll Need to Have (Skills & Competencies):

Technical Skills:

• Experience with AI/LLM tools and frameworks such as OpenAI APIs, Hugging Face, or LangChain for automating financial document analysis and data extraction
• Knowledge of cloud platforms such as AWS, Azure, or Google Cloud for data processing, storage, and advanced analytics implementation
• Familiarity with data visualization tools such as Tableau, Power BI, or Python libraries including matplotlib and seaborn for reporting and insights generation
• Experience in leading cross-functional projects and implementing automation solutions that enhance operational efficiency and reduce manual processing time

Functional & Behavioural Skills:

• Advanced understanding of financial statements, US GAAP reporting standards, and their application in data standardization and validation processes
• Strong proficiency in database management tools such as SQL, MySQL, or PostgreSQL for complex querying, data modeling, and optimization techniques
• Experience with programming languages such as Python, R, or similar for data manipulation, automation, and analytical workflows
• Proven ability to lead process improvements, mentor junior staff, and manage multiple datasets while maintaining high quality standards

Preferred Education & Experience:

• Bachelor's degree in Finance, Commerce, Economics, Accounting, or related field from an accredited institution; Master's degree preferred
• 2-5 years of experience in financial data operations, research, or analytical roles with demonstrated progression in responsibilities

Key Interfaces & Stakeholders:
• Associates and Specialists within Data Research & Operations.
• Data Stewards, Data Automation & Transformation, and Data Quality teams.
• Technology team which is responsible for platforms, tools, and pipelines.
• External vendors and, where applicable, clients via support channels.

What’s In It For You?

Our Mission:

Advancing Essential Intelligence.

Our People:

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 an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:
Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include:

• Health & Wellness: Health care coverage designed for the mind and body.

• Flexible Downtime: Generous time off helps keep you energized for your time on.

• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

• Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

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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:  EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. 

US Candidates Only: Know Your Rights: Workplace discrimination is illegal

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20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP203 - Entry Professional (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning)