About the Role
The Financial Services team within S&P Global Ratings operates as a globally distributed sector team focused on banks, brokers, exchanges, and clearinghouses in Canada and the U.S. This role involves leading the Credit Ratings process, managing a portfolio of bank credits, conducting research on complex industry topics, and assisting in the development of junior analysts. The position offers exposure to complex financial institutions, advanced analytical frameworks, and client relationship management within a collaborative, global environment.
Responsibilities
- Lead in all aspects of the Credit Ratings process, from quantitative analytics, conducting client-facing meetings, engaging with the issuer, presenting in committees, to publishing an issuer's Rating.
- Manage a portfolio of 10–12 bank credits with ongoing surveillance responsibilities using advanced fundamental credit analysis techniques.
- Conduct detailed research and high-level advanced analysis on complex industry topics, such as capital frameworks, operational risk, liquidity risk, and complex quantitative modeling leading to credit insights, peer comparisons, and industry commentaries.
- Assist in the ongoing development of the team's junior analysts through coaching and mentoring on complex credit matters.
- Remain organized to successfully manage competing priorities and deadlines, while effectively handling multiple tasks amongst issuers, investors, analysts, colleagues, and internal business partners.
- Collaborate with stakeholders across functions to build consensus and deliver strategic solutions.
- Demonstrate expertise in financial statement analysis and accounting concepts in all analytical work.
- All employees are required to work from the office a minimum of 2 days per week.
Requirements
- 6+ years of experience in Research (Credit or Equity), Banking, Risk Management, or Underwriting.
- Strong client-facing and relationship management skills with excellent communication abilities (oral and written).
- Proven research capabilities with strong analytical skills and a good understanding of financial statement analysis and accounting concepts.
- Solid understanding of fixed income/debt capital markets.
- Strong Excel/PowerPoint and database application skills are required, and coding experience is a plus.
- Must be highly organized with the ability to work under pressure and tight deadlines while multitasking and handling multiple assignments.
- Candidates who reach the final stage of the interview process must attend at least one in-person interview.
- This role is limited to persons with an indefinite right to work in the United States or Canada.
Skills
- Quantitative analytics
- Client-facing meetings
- Issuer engagement
- Committee presentations
- Rating publication
- Portfolio management
- Surveillance
- Fundamental credit analysis
- Research
- Advanced analysis
- Capital frameworks
- Operational risk
- Liquidity risk
- Quantitative modeling
- Credit insights
- Peer comparisons
- Industry commentaries
- Coaching
- Mentoring
- Organization
- Priority management
- Deadline management
- Multitasking
- Stakeholder collaboration
- Consensus building
- Strategic solutions
- Financial statement analysis
- Accounting concepts
- Excel
- Word
- PowerPoint
- Database applications
- Coding (plus)
Location
- Canada
- U.S.
Work Type
- Hybrid
Experience Level
- 6+ years
Education Level
- Bachelor's degree in finance, economics, accounting, or business
- Advanced degree or CFA/FRM (preferred)
Salary/Compensations
- USD $120,000 – $190,000
- CAD $110,000 – $163,000
Benefits
- Annual incentive plan
- Health care coverage designed for the mind and body
- Generous time off
- Access to resources for career growth and learning
- Competitive pay
- Retirement planning
- Continuing education program with a company-matched student loan contribution
- Financial wellness programs
- Family perks
- Retail discounts
- Referral incentive awards
About the Company
- S&P Global delivers Essential Intelligence® that shapes decision making.
- We provide the world’s leading organizations with the right data, connected technologies and expertise they need to move ahead.
- As part of our team, you’ll help solve complex challenges that equip businesses, governments and individuals with the knowledge to adapt to a changing economic landscape.
- 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.
- 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.
- 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.
- 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.
Equal Opportunity
- 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.
