Specialist, Portfolio Analytics

Year    Gurgaon, Haryana, India

Job Description


:
About the Role:
Grade Level (for internal use): 08
The Role:
We are seeking a passionate and client-focused Product Specialist to join our Portfolio Analytics (PA) team. This is a pivotal role supporting our rapidly growing client base in the APAC region, where you will drive product onboarding, training, diagnostics, and solution support for both prospective and existing clients. You'll serve as a critical bridge between the PA product organization and client-facing functions - including Commercial, Business Development (CD), and Client Success teams - to help clients realize the full value of our PA solutions.
The Team:
Portfolio Analytics at S&P Global is a fast-growing business serving institutional investors with powerful tools for performance measurement, risk analysis, portfolio insights, and reporting. The team is global, and this role will be a vital extension of our Product function within APAC, working closely with colleagues across Product Management, Client Development, Commercial, and Support teams.
Responsibilities:

  • Client Onboarding & Training:
Lead end-to-end onboarding for new clients and trials - helping them load portfolios, configure reports, and understand workflows. Deliver structured training and best practices to clients and internal teams. * Presales & Commercial Support:
Partner with the sales and CD teams to articulate the value proposition of Portfolio Analytics to prospects. Present client demos, respond to RFPs, and act as a product SME in commercial engagements. * Client Success & Post-Sales Engagement:
Provide ongoing functional support to clients to ensure adoption, retention, and satisfaction. Help clients use PA to answer complex investment questions and generate portfolio insights. * Client Diagnostics & Feedback Loop:
Act as the first line of diagnostic support for product-related client issues. Gather client feedback and collaborate with Product Managers to refine roadmap priorities and test upcoming features. * Cross-Functional Collaboration:
Work hand-in-hand with Product, Technology, Support, and Relationship Management teams to ensure client outcomes are successful and scalable.
What We're Looking For:
  • Strong understanding of investment workflows - particularly in portfolio construction, attribution, or risk.
  • 1-2 years of experience in a product specialist, client onboarding, implementation, or pre/post-sales support role in a fintech, asset management, or investment solutions firm.
  • Experience with equity and/or multi-asset portfolios preferred.
  • Outstanding communication, presentation, and stakeholder management skills.
  • Ability to work independently and coordinate across time zones and functions.
  • Diagnostic mindset: you can break down complex client needs and translate them into productized solutions.
  • Comfort working with large datasets in Excel.
Why You Should Join Us:
  • Be part of a dynamic global product team shaping the next-generation portfolio analytics platform.
  • Own client outcomes in one of the fastest-growing regions for S&P Global.
  • Gain exposure across product lifecycle, client success, and commercial strategy.
  • Work with smart, mission-driven people who care deeply about helping clients thrive.
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 .
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 Intelligencexc2xae, 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:
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:
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.
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: and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision -
PDMGDV203 - Entry Professional (EEO Job Group)
Job ID: 314896
Posted On: 2025-05-29
Location: Gurgaon, India

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Job Detail

  • Job Id
    JD3733073
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Gurgaon, Haryana, India
  • Education
    Not mentioned
  • Experience
    Year