McGraw Hill Financial Investor Value Program Portfolio Manager - S&P Global Ratings in Shanghai, China

Position Description


Investor Value Program Portfolio Manager

The Location:


The Impact:

Responsible for driving investor advocacy through interacting with the market and managing, overseeing, enabling and driving the Investor Value Program. This will be done by targeting various investor segments and over time could also include, depending on the asset class, market influencers, intermediaries, banks, financial advisors and industry groups. This will be in-line with the global marketing strategy and achieving stronger franchise of S&P Global Ratings thereby creating value for the business.


Implement Investor Value Program strategy decided at global level and the lists decided within the practices and - or regions

Support the program development by mapping out investor landscape and understand investor needs by leveraging and harnessing internal - external data sources

Working with analytical team(s), translate global strategy into strategic proactive outreach plans for each investor segment for fulfilment through various modes. (e.g. F2F meeting(s), phone calls, sector research, etc.)

Work closely with assigned Senior Portfolio Manager - Analytical teams (if applicable) to execute upon previously decided upon Outreach Plans

Assist in analyzing, prioritizing and recommending activities obtained through meeting reports (filed in MIP) to decipher relevant trends and opportunities

Through periodic interaction with investors, identify their needs and recommend new thought leadership ideas - market commentaries and relay to the business units, including our macro and research teams

Lead meetings with Sector Leads on a weekly - bi-weekly basis to ensure IVP is being executed and solicit feedback on continuous improvement

Organize and lead monthly meetings - huddles with sector teams to discuss IVP specifics (progress, issues, problems, etc.)

In conjunction with Senior Portfolio Managers, report results to LAMs - AMs - Sector teams by producing, maintaining and communicating dashboards to help monitor progress and recommend - enable tactical shifts. When needed, obtain their support to improve their team’s performance on the program

Recommend investor events including roundtables to support objectives to provide education and ratings transparency to the market

Coordinate with the Strategic Marketing team in the development of campaign strategies to provide additional insights to the investor community

Operate within the Regulatory and Compliance frameworks laid down by the organization

Basic Qualifications:

Excellent at collaborating with cross functional teams across the organization

Ability to effectively communicate information and respond to questions in person-to-person and small group situations across segments of the organization

Demonstrated strength in effective influencing, interpersonal and communication skills

Strong public speaking skills and the ability to deal with people at all levels of the organization

A highly motivated self-starter; ability to work independently and creatively, as well as, within a team

Demonstrated strong commitment to high levels of customer service

About S&P Global Ratings

S&P Global Ratings is the world’s leading provider of independent credit ratings. Our ratings are essential to driving growth, providing transparency and helping educate market participants so they can make decisions with confidence. We have more than 1 million credit ratings outstanding on government, corporate, financial sector and structured finance entities and securities. We offer an independent view of the market built on a unique combination of broad perspective and local insight. We provide our opinions and research about relative credit risk; market participants gain independent information to help support the growth of transparent, liquid debt markets worldwide.

S&P Global Ratings is a division of S&P Global (NYSE:

SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence.For more information, - ratings