About the Role:

Grade Level (for internal use):

08

Department Overview

Enterprise Solutions, solutions to power growth in the Capitals Market. It brings together enterprise-wide components that solve and scale across full front to back-office needs.
We leverage our industry established software, entrepreneurial culture & deep domain expertise to develop solutions to the new and numerous challenges that global investors, capital markets intermediaries and ambitious corporations meet regularly in the perpetual motion of the global markets.
The four main business segments of Enterprise Solutions:

• Lending Solutions - Powering global lending markets across the entire loans and credit ecosystem.
  Regulatory & Compliance - Solving complex regulatory, client onboarding and compliance requirements.
• Markets - Facilitating capital formation and investment in the lifecycle process for public and private markets
• Software - Scaling critical data management, pre-trade, and post-trade workflows

Counterparty Manager (CPM) product is part of the Regulatory & Compliance (R&C) sub-department within the Enterprise Solutions department. CPM is an online platform designed for the secure sharing of Constitutional, Legal, Tax, and Anti-Money Laundering (AML) documentation between buy-side and sell-side firms. It addresses regulatory requirements including ASIC, Dodd-Frank, EMIR, FATCA, MiFID II, HK SFC Electronic Trading Rules, and uncleared margin requirements. Client Lifecycle Management Pro (CLM Pro) is a lightweight, highly configurable end-to-end solution that streamlines the entire lifecycle management process—from contract initiation to account closure. CLM Pro enhances efficiency, transparency, and navigation for all parties involved.

Four Pillars of the Counterparty Manager Client Operations Team:

• Client Onboarding: Data scrubbing, account setup, document representation, AUM/NAV management.
• Entity Management: Umbrella/sleeves, LEI/MEI/client identifier, corporate actions, code management.
• Reporting: Source data, mapping, overlap analysis, access/permission reports, quality assurance, and visualization.
• Control, Maintenance & Automation: UAT testing, release sign-off, access audits and maintenance, and raising bugs/enhancements/automation requests with development, product, and QA teams.

Position Summary

The Grade 8 role within the Counterparty Manager (CPM) Client Operations team supports key functions across client onboarding, entity management, data quality, reporting, and operational controls. The role requires working closely with global stakeholders, assisting team members, performing quality checks, and ensuring accurate and timely BAU delivery across the CPM and CLM Pro platforms.

• You will contribute to process improvements, participate in platform enhancement initiatives, engage with clients and internal partners, and help maintain high standards of operational excellence. This role offers exposure to complex regulatory processes and provides a pathway toward leadership through hands-on operational support, collaboration, and continuous skill development.
• Responsibilities and Impact:
• • Strengthen Counterparty Manager & CLM Pro Operations
  Develop deep working knowledge of CPM and CLM Pro platforms, including constitutional, legal, tax, AML documentation workflows and regulatory frameworks (ASIC, Dodd‑Frank, EMIR, FATCA etc.). Apply this expertise to support client lifecycle processes across onboarding, data scrubbing, account setup, and document representation for global clients.
• • Ensure High‑Quality Data & Controls
  Act as a quality and control champion by performing accuracy checks on entity data, identifiers (LEI/MEI), document mapping, access permissions, and reporting outputs. Partners with Product, Development, TechOps, and QA to raise bugs, validate fixes, perform UAT, and support release offs to maintain platform integrity and reliability.
• • Support Entity & Account Management Processes
  Assist in managing entity hierarchies, sleeves, corporate action updates, and code management. Guide team members on best practices for maintaining complete, accurate, and compliant records across Regulatory & Compliance platforms.
• • Contribute to Reporting & Insights
  Prepare and deliver key operational reports, including source data reviews, overlap analysis, mapping checks, quality assurance summaries, and access/permission reports. Present insights to leadership and represent the team during internal governance calls and working groups.
• • Enhance BAU Delivery & Team Efficiency
  Support Associate Managers in coordinating daily workflow, ensuring SLA adherence, and helping resolve escalations. Share performance metrics, identify operational risks, recommend improvements, and contribute actively to seamless BAU execution.
• • Lead Client & Stakeholder Engagement
  Act as a point of contact for client queries related to onboarding, documentation, and platform use. Conduct client demos, training sessions, and follow‑ups, ensuring service delivery aligns with S&P’s client experience standards. Build strong relationships with internal and external stakeholders across regions.
• • Drive Innovation, Automation & Process Improvement
  Participate in efficiency‑building initiatives by documenting requirements, coordinating with product and technical partners, and supporting automation efforts. Help streamline workflows through process re‑engineering, operational enhancements, and solution‑driven thinking.
• • Support Team Learning & Development
  Assist with training new team members, sharing domain knowledge, and contributing to skill‑building sessions. Invest in continuous professional development to strengthen subject‑matter expertise and leadership readiness.
• *Shift timings (In IST) –Rotational
  - Singapore (6 AM TO 3 PM), EMEA (2 PM TO 11 PM), & US (7 PM TO 4 AM)

Education and Experience

• Experience in managing backend client onboarding platforms for buy-side and sell-side clients (Investor Manager).
• Knowledge and experience commensurate with this role and having dealt with client onboarding, other responsibilities mentioned in section above with both onshore and offshore covering all service lines offerings.
• Working experience in PostgreSQL for efficient backend database extraction
• Strong ability to identify, analyse, and implement backend processes suitable for automation using artificial intelligence, collaborating effectively with the tech support group.
• Proven track record of delivering innovation / enhancements to process efficiency.
• Practical and commercial approach to problem solving.
• Experience of influence behaviours of people at junior levels.
• Effective coaching/ training skills. Client service orientation, quality focus, organization and planning skills Resiliency and effective change management skills.
• Experience in quantitative analysis and data visualization to tell the story behind the numbers to management.
• Experience in Investment banking client’s operations are preferably Like., Backoffice client’s operations & client services.
• Data analysis skills and expert knowledge of MS Office VBA, Data Visualization are preferred.
• Experience with Salesforce reporting and dashboard creation.

Bachelor’s Degree

3–4-years’ experience is preferred

Additional requirements

Business Acumen

Integrates industry best practices in own area to the achieve of objectives Requires in-depth conceptual and practical knowledge in own areas and knowledge of other areas.

Team Acumen

Adapts plans and sets priorities to meet service and/or operational challenges Impacts the level of service and the own's ability to meet quality, volume, and timeliness of objectives

Complexity & Problem Solving

Identifies and resolves moderately complex business problems.

Interpersonal Skills

Strong verbal and written communication skills are 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?

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:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

-----------------------------------------------------------

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

-----------------------------------------------------------

OPRTON203 - Entry Professional (EEO Job Group)