Analyst, Equity Research/Fixed Income

About the Role

Grade Level (for internal use): 10

The Team

Dividend Forecasting at S&P Global provides announcements and forecasts for dividend amounts and dates for more than 40,000 stocks globally, as well as dividend index points and equity and fixed-income ETF distributions. Forecasts are up to five to ten years in the future, subject to availability and region. Dividend forecasts are a key input used to price options, futures, structured products, as well as key inputs in portfolio management decisions and risk monitoring. Our main customers include investment banks, hedge funds, portfolio managers, asset managers, risk managers and derivatives exchanges.

Responsibilities and Impact

• Build dividend forecasts for North American and LATAM equities. Apply bottom-up fundamental analysis - drawing on financial statements, company guidance, historical distributions, and peer group trends - to generate high-accuracy dividend forecasts, gaining direct exposure to how leading companies plan and execute their capital allocation strategies.
• Author institutional-grade research. Produce dividend research papers at sector, country, and regional level, contributing to S&P Global's Market Intelligence offering and to the continued growth of the team's methodological capabilities.
• Monitor markets and assess dividend impact in real time. Track news flow and corporate announcements for North American and LATAM coverage, evaluating their implications for dividend policy and updating forecasts to remain current under fast-moving market conditions.
• Model forward-looking dividend payment schedules. Generate and maintain dividend payment schedules with a clear understanding of how dividend forecasts influence the pricing and risk management of equity derivatives - including options and futures.
• Deliver bespoke client analysis. Respond to daily research requests from investment banks, hedge funds, and derivatives exchanges with timely, tailored analysis - establishing yourself as a trusted expert counterpart to some of the world's most sophisticated institutional investors.
• Engage directly with companies. Build and sustain relationships with investor relations departments across your coverage universe, gathering first-hand insight into corporate capital allocation plans to deepen forecast accuracy and analytical quality.
• Public speaking and client-facing activities. Willingness to collaborate in client meetings, webinars and conferences.
• ETFs and product innovation. Handle ETF-distribution forecast related operations, collaborate in improving our ETF dividend forecast engine and willingness to participate in product innovation activities to expand the Dividend Forecasting product suite to collaborate with the Dividend Forecasting team revenue growth and market expansion targets.

Compensation/Benefits Information

• S&P Global states that the anticipated base salary range for this position is $80,000 to $110,000.
• 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.
• In addition to base compensation, this role is eligible for an annual incentive plan.
• This role is eligible to receive additional S&P Global benefits.

Basic (Required) Qualifications

• 3+ years of experience in financial analysis or equity research, with direct coverage of North American or LATAM equities.
• Demonstrated ability to conduct fundamental analysis of financial statements - including income statements, balance sheets, and cash flow statements - in an academic or professional setting.
• Demonstrated ability to manage, validate, and analyse large volumes of time-sensitive financial data to strict processing deadlines, maintaining a high degree of accuracy throughout.
• Demonstrated ability to produce clear, structured written financial analysis suitable for stakeholder review.

Additional Preferred Qualifications

• Working towards master's degree in finance, Economics, Accounting, or a directly related discipline.
• Advanced proficiency in Microsoft Excel, including the construction and maintenance of financial models.
• Experience using SQL or Python for financial data analysis, modelling, or process automation.
• Demonstrated use of AI tools - such as Claude, ChatGPT, Gemini, or Microsoft Copilot - applied to financial research or analytical workflow efficiency.
• Working knowledge of equity derivatives pricing and the role of dividend forecasts in the valuation of options and futures.
• Experience engaging directly with investor relations or corporate finance contacts to gather company-specific financial intelligence.
• CFA qualification or demonstrated progress toward CFA designation.
• Prior experience in public speaking and/or client-facing activities.
• Knowledge (academic and/or professional) of Exchange Traded Funds (ETFs)

Right to Work Requirements

This role is limited to persons with indefinite right to work in the United States

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.

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.

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.