About The Role

About the Role

Grade Level (for internal use)

07 Role Scope

S&P Global's Research Operations Calling Team conducts primary and secondary research on newly established firms and gathers information on existing firms within the asset management industry. The team is responsible for client data inquiries and works on various high-value client projects. The team oversees the collection, mapping, and maintenance of client, vendor, proprietary company, contact, fund, ownership, and relationship data.

The team also collects and maintains data that provides insights into institutional investors, investment managers, and ownership structures across global financial markets. Information is gathered from regulatory filings, company websites, public disclosures, vendor sources, notifications, press releases, and direct outreach activities. This information is transformed into usable intelligence that helps clients make informed decisions and gain a competitive advantage.

What You’ll Do (Key Responsibilities)

Perform high-quality data extraction, collation, validation, and analysis for company and investment-related profiles.
Conduct primary and secondary research on asset management firms, investment managers, institutional investors, and other market participants.
Communicate directly with external stakeholders and business professionals through Mandarin/Chinese and English outreach channels, including telephone calls and emails, to collect, verify, and update information.
Support investigation of firms and professionals not currently covered in internal databases.
Review company websites, regulatory filings, public disclosures, prospectuses, industry publications, press releases, and other sources to identify relevant information.
Validate and maintain business, contact, ownership, fund, and investment-related information within internal databases.
Resolve internal and external client queries accurately and within established timelines.
Identify new information sources and contribute to enhancements of data collection methodologies and operational processes.
Ensure data quality, consistency, accuracy, completeness, and timeliness across assigned projects.
Communicate regularly with team leaders and colleagues regarding project status, priorities, and workload management.
Support translation, interpretation, and contextual understanding of Mandarin-language business and corporate information where required.

How Impact Will Be Measured (Success Metrics) In this role, you will work closely with global teams to ensure the highest levels of data quality, timeliness, and completeness. You will leverage your Mandarin language/Chinese skills to conduct research and engage directly with external stakeholders through phone and email outreach. You will gain valuable exposure to data collection, business research, market intelligence, and financial services while working in a diverse and collaborative environment.

For This Role You'll Need to Have (Skills & Competencies)

Education

HSK Level 4 (Intermediate) or higher, or equivalent Mandarin Chinese language proficiency.
Candidates with higher levels of Chinese language certification will be preferred.

Language Skills

Strong verbal and written communication skills in Mandarin Chinese and English.
Ability to confidently conduct professional conversations, and outreach activities over phone and email.
Strong reading comprehension skills for Mandarin-language business documents, websites, and public information sources.

Experience

1+ year of experience in research, data collection, market intelligence, language services, translation, localization, customer outreach, business operations, or related fields preferred.

Financial & Research Knowledge

Basic to intermediate understanding of financial markets and investment terminology preferred.
Familiarity with asset management firms, institutional investors, private markets, capital markets, buy-side firms, or sell-side firms will be an advantage.
Ability and willingness to learn financial concepts relevant to the role.
Comfortable reviewing financial and business-related information from public sources.

Core Competencies

Excellent communication and interpersonal skills.
Strong research and analytical capabilities.
Ability to gather information through calling and email outreach campaigns.
Strong listening, interviewing, and stakeholder engagement skills.
High attention to detail and commitment to data accuracy.
Effective problem-solving and critical-thinking abilities.
Ability to multitask, prioritize work, and manage deadlines efficiently.
Comfortable working in rotational shifts, including night shifts when required.
Proficiency in Microsoft Excel and the MS Office Suite.

Preferred Education

Previous experience involving outbound calling, email outreach, business research, data operations, or client interactions.
Exposure to financial services, asset management, investment research, private markets, capital markets, buy-side, or sell-side organizations.
Experience working with multilingual content, business intelligence, or market research projects.

What’s In It For You?

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.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.

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.

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.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

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.

Recruitment Fraud Alert

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here .

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Equal Opportunity Employer

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

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20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP203 - Entry Professional (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning)