Application Associate

About the Role

The Financial Modeling Group provides expert services for sophisticated analytical tools, specializing in onboarding and client adoption for Excel add-ins, Office Tools products, Screening and Platform customization, and Proprietary Data capabilities.

Key Responsibilities

• Act as a Subject Matter Expert on S&P Capital IQ Pro, S&P Capital IQ, and Visible Alpha data, leveraging existing capabilities to create new solutions.
• Understand client-specific requirements across all covered data sets and products.
• Work with clients across multiple geographies including North America, EMEA, and APAC.
• Create quantitative models, screens, and presentations for clients using the company's product suite.
• Identify and create new model solutions utilizing expertise from all datasets and applications.
• Respond to client requests via calls, emails, and meetings.
• Partner with Product Management on timely and thorough product testing to ensure an exceptional client experience.
• Make proactive suggestions regarding product usability, presentation, and data quality.
• Work with product experts on projects to develop and improve subject matter expertise.
• Drive team initiatives and knowledge-sharing activities.
• Create opportunities for Automation and LEAN to improve workflow efficiency.

Requirements & Tech Stack

• Advanced Excel and PowerPoint knowledge.
• VBA Knowledge is a plus.

Qualifications

• Master’s Degree in Finance or Business.
• Strong understanding of the fundamentals of business, financial statements, and investments.
• Proficient in research and analysis.
• Good knowledge and understanding of capital and commodity markets.
• Inclination towards a client-oriented approach.
• Succinct communication skills and strong collaboration skills.
• Strong analytical and problem-solving skills.
• Ability to multitask and prioritize workflow with little supervision.
• Willingness to work in rotational shifts.