Director, Planning & Analysis, Chief Investment Office (CIO)

About the position We are seeking a Director, Planning & Analysis to join our Financial Reporting & Analysis team within S&P. In this role the individual will work closely with the Chief Investment Office to meet existing reporting needs, respond to new and emerging technology and data requirements and create the development of additional analytical tools. The ideal candidate will possess strong analytical, interpersonal and communications skills, and a creative approach to problem solving. The current EWA for this position is Hybrid and requires your on-site presence 3 days per week. Your manager will provide additional details relative to days you are expected to be on-site

Responsibilities

• Define project scope, goals, deliverables, and timelines for investment portfolio initiatives (e.g., software implementations, process improvements, data accuracy improvements).
• Supporting investment financial reporting needs across various lenses (i.e., risk limits, senior management results reporting, GAAP/Stat reporting).
• Assemble, coordinate, and guide cross-functional technical teams (engineers, developers, IT staff).
• Act as key liaison for portfolio management teams to technology teams to meet the needs of CIO.
• Establish communication plans, provide regular status updates, and act as a liaison between Global Technology, Finance, and business stakeholders within CIO.
• Identify, assess, and mitigate project risks; monitor progress to ensure quality standards and deadlines are met.
• Manage and oversee 1 support staff including leadership and development.
• Participates in and provides guidance on the creation of functional requirements and user documentation.
• Partners with the internal business groups on requirements, functional architecture, and implementation.
• Uses thorough knowledge of business needs to provide design support to software and application development teams.
• Gathers and analyzes information to assist in the creation of recommendations to address business objectives that span multiple business and technology areas.
• Serves as point of contact or subject matter authority for the business on specific systems.

Requirements

• 7-10 years of work experience in a related field
• Bachelor’s degree in Finance, Computer Science, or related field
• Proven project management experience with an ability to prioritize and handle multiple responsibilities under tight timeframes
• Strong understanding of corporate finance, accounting principles, and financial analysis
• Strong communication and interpersonal skills are necessary to engage effectively with all levels of management
• Knowledge of investments and prior experience with investment reporting
• Ability to collaborate and cultivate relationships across the CIO and technology teams
• Proficient in Excel and data flow analysis
• Possess organizational, analytical skills along with high attention to detail

Benefits

• Market competitive base salaries, with a yearly bonus potential at every level.
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
• 401(k) plan with company match (up to 4%).
• Company-funded pension plan.
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

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