About the Role:
Grade Level (for internal use):
07
Job Description
Service Delivery Management Associate (Private Capital Market, Managed Data Services)
Job Description
Overview:
We are looking for a dynamic Service Delivery Management Associate to join our Private Capital GP Managed Data Services team. In this role, you will be responsible for implementing financial data across our client base, ensuring seamless integration onto the S&P Global proprietary software platform, i.e. iLevel, Qval. The position offers an exciting opportunity to be at the forefront of financial data management in the private capital market, ensuring the delivery of exceptional client experiences.
What you’ll work on:
- Consulting with venture capital/private equity clients to match our portfolio monitoring and financial reporting offerings to their needs.
- Work with financial statements of venture capital portfolio companies, using our proprietary tool to standardize and upload data.
- Analyze financial and legal documents of portfolio companies, extracting economic rights and share amounts from documents such as Articles of Incorporation, Cap Tables, and Share Purchase Agreements.
- Coordinate and manage GP client onboarding, including entity setup, reporting requirements discussions, documentation, and collaboration with internal teams. Strong focus to be placed on consulting with clients to make our service offering as sticky as possible.
- Support assigned projects and other client projects on an “as needed” basis with allocated resources.
- Continuously identify areas for process improvement and make recommendations to streamline operations and improve client experience.
What we look for:
- Bachelor's degree or equivalent qualifications in finance, economics, accounting, or related field.
- 1-2 years of relevant experience in data management or client service.
- Solid understanding of financial statements, reporting, and analysis. Familiarity with financial modeling is a plus.
- Familiarity with portfolio monitoring in Private Capital Market (Venture Capital, Private Equity, Private Credit, etc.)
- Proficiency in Microsoft Office suite, particularly Excel; experience of using iLEVEL or other portfolio monitoring software is an added advantage.
- Excellent communication skills and the ability to build and nurture relationships with clients and internal stakeholders. Strong conceptual understanding of the SaaS business model is a plus.
- Strong organizational skills and attention to detail, capable of managing multiple priorities in a fast-paced environment.
- Capacity to work independently in an efficient and accountable manner.
- Experience collaborating effectively in a team setting, even under pressure and tight deadlines.
- Eagerness to contribute significantly to the success of the team and the company as a whole, with a positive attitude.
About S&P Global Market Intelligence
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 www.spglobal.com/marketintelligence.
What’s In It For You?
Our Purpose:
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
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. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
At S&P Global, we focus on Powering Global Markets. 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:
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Health & Wellness: Health care coverage designed for the mind and body.
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Flexible Downtime: Generous time off helps keep you energized for your time on.
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Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
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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.
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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.
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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
Diversity, Equity, and Inclusion at S&P Global:
At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.
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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: [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. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
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20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)
Top Skills
What We Do
Welcome to the home of MarkitServ, Traiana, TriOptima and Reset. OSTTRA brings together the expertise, processes and networks to solve the post-trade challenges of the global financial markets. We strengthen the post-trade infrastructure and ecosystem with robust and progressive end-to-end solutions and unrivaled connectivity.
We sit at the heart of post-trade and the centre of the post-trade community for over 20 years. Our specialist solutions continue to empower market participants to Connect, Process, Mitigate, Reconcile, Optimise and address Compliance across all OTC asset classes. Together with our customers we are streamlining, securing and shaping the future of post-trade innovation.
To contact an OSTTRA subject-matter expert, please send an email request to [email protected]
