About the Role:

Grade Level (for internal use):

Associate Director, Financial Institutions Ratings
 

The Team: The Financial Institutions (FI) team within the Financial Services division at S&P Global is focused on assigning and surveilling ratings on a range of issuers, from banks and brokers to exchanges and alternative funds.
 

Impact & Responsibilities: The successful candidate will be the primary analyst responsible for a portfolio of credits across bank and non-bank sectors. In addition to actively surveilling the portfolio, the analyst will effectively communicate with market participants about ratings, as well as the fundamentals and trends impacting the industry. Specifically, in this role, you will:

• Analyze a portfolio of 14 – 16 credits, focused on fund finance and financial institutions.

• Prepare for and lead meetings with senior management teams to extract valuable insights and assess information critical to our ratings, while clearly explaining our credit rating opinions.

• Actively participate in management meetings to collaborate and build consensus.

• Demonstrate the ability to understand and identify key factors that affect an issuer's credit rating.

• Develop and maintain an understanding of industry trends and issues to influence strategic decisions.

• Prepare reports suitable for publication on S&P Global’s credit portal and other media, ensuring timely dissemination and clear explanations of our ratings.

• Engage proactively in management meetings with issuers and rating committees to foster strong relationships and influence outcomes.

Required Qualifications:

• At least 7 years of experience working in the field of credit analysis, ideally within fund finance or financial institutions.

• Strong analytical skills with a deep understanding of financial statements and accounting concepts.

• Detail orientation and a focus on high accuracy while complying with multiple deadlines.

• Strong Excel, Word, PowerPoint, and database application skills.

• Ability to prepare forecasts based on well-reasoned assumptions.

• Possess excellent communication skills, both verbal and written, with the ability to articulate complex ideas clearly.

• Thrive in a collaborative work environment, demonstrating emotional intelligence.

• Familiarity with databases specializing in fund finance would be a plus.

Preferred Qualifications:

• Undergraduate degree, preferably in Finance, Accounting, Economics, Business, or other business-related majors.

• M.A. or MBA focused on Finance, Economics, Accounting, Engineering, or Mathematics is preferred.

• CFA accreditation preferred.

Compensation/Benefits Information: (This section is only applicable to US candidates): S&P Global states that the anticipated base salary range for this position is $98,000 to $185,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses, and certifications.

Right to Work Requirements: This role is limited to persons with an indefinite right to work in the United States.

All employees are required to work from the office a minimum of 2 days per week.

We require all candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global Ratings office. This must be completed before we can proceed to an offer.

About S&P Global Ratings
At S&P Global Ratings, our analyst-driven credit ratings, research, and sustainable finance opinions provide critical insights that are essential to translating complexity into clarity so market participants can uncover opportunities and make decisions with conviction. By bringing transparency to the market through high-quality independent opinions on creditworthiness, we enable growth across a wide variety of organizations, including businesses, governments, and institutions.

S&P Global Ratings is a division of S&P Global (NYSE: SPGI).  S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today.

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