Data Associate

Grade Level (for internal use): 08 Job Description What’s in it for you: You will work on ensuring the smooth onboarding of clients onto S&P Global’s proprietary portfolio monitoring software platforms and ensuring the quality of LP data produced by us.   You will work closely with members of the Data and Implementation teams and sometimes, with clients and their portfolio companies to acquire needed financial data and to make sure the LP data supplied to our clients is complete and accurate. You may also work with clients to finalize reporting options. What you’ll work on The incumbent will work on one or more of the below Review the data processed from Private Equity fund financial statements like Schedule of Investments (SOI), Partner Capital Account Statements (PCAP), Capital Calls and Distribution notices Consulting with our client services members to match our portfolio monitoring and financial reporting offerings to our clients’ needs.  Supervise the onboarding of new clients to the platform – often taking a very “hands-on” role – throughout the process. Perform periodical checks on the completeness and accuracy of LP financial data extracted by our Data team  Identify gaps in coverage, period over period and help devising quality control measures to prevent such gaps Critically verify the LP Data for accuracy and help devising quality control logics to log probable errors and suggest preventive measures Build robust Excel reports that are integrated with our platforms. Complete other LP client projects on an “as needed” basis. What we look for: 3 to 4 years of experience in preparation of Private Equity financial statements and reporting. Strong knowledge of Microsoft Excel and a conceptual understanding of the SaaS business model. Familiarity with AI tools and a keen interest in leveraging technology to enhance productivity, improve data validation processes, and drive smarter reporting workflows. Basic working knowledge of SQL is desirable; alternatively, a strong willingness to learn SQL and other data querying tools. Demonstrated hunger for automation — ability to identify repetitive tasks, suggest process improvements, and build efficiencies through automation wherever possible. Excellent verbal and written communication skills. The ability to work independently in an efficient and responsible manner, with extreme attention to detail and strong process documentation skills. Experience working effectively with others in a team setting while under the pressure of deadlines. Willingness to work long hours at critical times (i.e., quarterly reporting) based on need. The desire to work for a company where individual contributions have significant impact on the success of the team as a whole. A positive attitude is required. 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?

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