Specialist, Equity Research/Fixed Income

About the Role

S&P Global's Dividend Forecasting provides announcements and forecasts for dividend amounts and dates for over 35,000 global stocks, with forecasts extending up to five years into the future. These forecasts are a critical input for pricing options and futures, serving investment banks, hedge funds, risk managers, and derivatives exchanges. Forecasts are generated using a bottom-up, research-led methodology focused on accuracy, incorporating market news, direct company guidance, fundamental analysis, historical data, and peer group trends. The successful candidate will join either the European or US dividend research team, responsible for providing dividend forecasts for a portfolio of stocks through in-depth research and financial analysis. Analysts also provide ad-hoc customer-driven research, thematic reports, and customer support.

Key Responsibilities

• Analyze company fundamentals to provide dividend forecasts for a selected coverage of stocks.
• Provide research on equity fundamentals, financial statements, and market announcements.
• Generate dividend research papers at a sector, country, and regional level.
• Monitor news flow to assess the impact of market events on companies and their dividends.
• Forecast dividend payment schedules.
• Maintain a keen awareness of the impact dividend forecasts have on the value of equity derivatives.
• Respond to daily client demands with bespoke analysis.
• Build relationships with investor relations departments at companies within coverage.

Requirements & Tech Stack

• Advanced working knowledge of Microsoft Office programs.
• Knowledge and adaptability for using AI tools for automation.
• CFA designation.
• Keen interest in financial news, market events, and their implications.
• Knowledge of financial statement analysis.
• Knowledge of equity derivatives.
• Ability to organize and self-manage, including effective scheduling, prioritization, and time management.
• Ability to manage multiple tasks in parallel and complete tasks to tight deadlines.

Personal Competencies

• Attention to Detail: Meticulous eye for identifying inconsistencies or inaccuracies in data entry or outputs.
• Attitude: Demonstrates a can-do attitude.
• Resilience & Adaptability: Displays a resilient and adaptable style, remaining calm in demanding circumstances.
• Communication:
• Demonstrates excellent communication skills.
• Confident speaking directly with both customers and investor relations departments.
• Excellent report writing skills; ability to develop and present ideas.
• Teamwork:
• Willingness to contribute to the continued development of the team.
• Works collaboratively with others to achieve group goals and objectives.

Qualifications

• Advanced working knowledge of Microsoft Office programs.
• Knowledge and adaptability for using AI tools for automation.
• CFA.
• Keen interest in financial news, market events, and their implications.
• Knowledge of financial statement analysis.
• Knowledge of equity derivatives.
• Able to organize and self-manage, including effective scheduling, prioritization and time management skills.
• Able to manage multiple tasks in parallel, completing tasks to tight deadlines.