Associate Director, Index Investment Strategy
About the role
We are seeking applicants for the role of Associate Director in the Index Investment Strategy in the NY office of S&P Dow Jones Indices (S&P DJI). Reporting to a Senior Director, you will collaborate with a global team to design, create and promote thought leadership to enhance S&P DJI’s revenues, relationships, and reputation. Your contributions will help develop interest in a market-leading range of indices, with a particular focus on growing our indices in Direct Indexing and Model Portfolios across asset managers, wealth managers, technology platforms and other financial institutions. You will also have the chance to support S&P DJI’s market‑leading SPIVA® research. You will have the potential to work on a wide range of investment topics, calibrated for a wide range of investor sophistication levels, addressed to a global audience of market participants.
Responsibilities
- Conduct original research with a focus on applications for direct indexing/model portfolios
- Create and maintain analytic and reporting tools
- Support regular market commentary and analysis
- Provide frequent thought leadership and educational presentations internally and externally
- Act as a subject matter expert for direct indexing and model portfolios
- Execute on relevant research topics
- Answer one‑off requests from clients and management
- Produce content for public dissemination and distribution
- Support a team of colleagues based in London and New York (in addition to supporting your direct line manager)
Requirements
- Collaborative, creative, and curious approach
- 5‑10 years of experience in a quantitative role in financial services
- Strong understanding of markets
- Experience related to digital wealth is an advantage
- Interest in the global markets and investing landscape
- Excellence in written and oral communication
- Excellent analytical and quantitative capabilities
Skills
- Prior experience with Zephyr/PSN, eVestment, FactSet, CIQ Pro, Morningstar, SPICE, VBA, or Python is a plus
Pay
The anticipated base salary range for this position is $135,000 to $165,000. Final base salary will be based on geographic location, experience level, skill set, training, licenses and certifications. The role is eligible for an annual incentive plan.
Benefits
- 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: Benefits for partners and little ones, including best‑in‑class family benefits
- Beyond the Basics: Retail discounts, referral incentive awards, and other small perks that can make a big difference