2 S&P Capital IQ Jobs in India

Job Summary

We are looking for a detail-oriented Wealth Management Associate with hands-on exposure to PEA, portfolio analysis, capital markets, and investment products. The candidate will support wealth management operations, portfolio analysis, client reporting, market research, and investment-related activities while ensuring accuracy and timely execution.

Key Responsibilities:

• Support wealth management operations, including trade execution, settlement, and reconciliation.
• Perform portfolio/equity analysis, asset allocation, performance tracking, and risk analysis.
• Conduct market research and track market trends, economic developments, and investment opportunities.
• Prepare client reports, portfolio statements, MIS, and analytical reports.
• Handle corporate actions, dividends, NAV movements, and other portfolio-related activities.
• Analyze financial statements, equities, mutual funds, ETFs, and other investment products.
• Coordinate with RM teams, PMS, and AIF teams for smooth portfolio operations.
• Handle client/internal queries and support process improvements and ad-hoc requirements.

Candidate Requirements:

• Minimum 6 months of relevant experience in Wealth Management Operations, Equity Research, Investment Advisory, or Portfolio Analysis.
• Strong understanding of capital markets and investment products.
• Exposure to Equities, ETFs, Mutual Funds, and Crypto instruments.
• Knowledge of portfolio analysis, equity/fund analysis, market research, and client reporting.
• Understanding of corporate actions, dividends, NAV movements, and financial statements.
• Experience with RM, PMS, or AIF setups will be preferred.
• Strong Advanced Excel and MIS reporting skills.
• NISM certification will be an added advantage.

Key Skills:

• Portfolio & Equity Analysis (PEA)
• Capital Markets & Investment Products
• Financial & Fund Analysis
• Advanced Excel & MIS
• Analytical & Problem-Solving Skills
• Attention to Detail & Accuracy
• Good Communication & Interpersonal Skills
• Ability to work under deadlines and in a fast-paced environment
• Flexibility to work in rotational shifts and rotational week offs

Position Overview

The Functional Analyst - AMEA ERP COE role involves engaging in various MM/WM projects and delivering effective SAP solutions while supporting procurement and manufacturing operations in the AMEA region.

Experience & Education

Total Experience: 6–8 years in SAP MM (ECC or S/4HANA)

Education: Graduate (minimum 4 academic years)

Domain Experience: 3+ years in Purchasing/Manufacturing preferred

Implementation: 3 full-cycle MM implementations; S/4HANA exposure (Advanced STO, Embedded WM)

Implementation & Functional Skills

• Enterprise Structure Mapping: Plants, Storage Locations, Purchasing Orgs
• P2P Processes: Subcontracting, Third-party procurement, Release strategies, Inventory management, Pricing and Account determination etc.
• Cross-Border (export/ import) & Intercompany Scenarios
• Interfaces: IDOCs, ALE
• ABAP Basics: Debugging knowledge

Work Culture & Responsibilities

The successful applicant will ensure independence in handling MM/WM projects and support calls autonomously, while also being culturally sensitive to support countries across Asia, Middle East, and Africa.

Key Responsibilities

• Conduct workshops and gather MM / WM operation requirements
• Deliver SAP solutions (Blueprints, Functional Specs, Testing, Training)
• Manage data migrations
• Ensure audit compliance
• Delivery enhancements and changes within timelines

Value Additions

Innovate MM/WM functionalities beyond the template and participate in ABB initiatives (CSI, Cost Saving, AppRun, etc.).