Senior Application Associate, Financial Modeling

S&P Global, Inc.; Ahmedabad District; On-site; INR 1,400,000 - 2,000,000; Full time

Benefits offered by this job

Health & Wellness

Flexible Downtime

Continuous Learning

Invest in Your Future

Family Friendly Perks

Beyond the Basics

Job summary

S&P Global Market Intelligence is seeking a Senior Application Associate to consult with clients on Excel add-ins (Capital IQ Pro / Capital IQ / Visible Alpha) and to help implement S&P Global data in financial models. You will build models, templates, and client-ready outputs, while collaborating with Product Management, Client Services and Commercial teams.

Join a global team of professionals, leveraging extensive data capabilities to deliver tailored solutions, training, and ongoing support

Qualifications

• 2 to 4 years of relevant experience with clients and our products.
• Strong understanding of business fundamentals, financial statements and investments.
• Proficient in research and analysis.
• Experience supporting clients with client-facing products is an advantage.
• Ability to understand client requirements across data sets and products.
• Excellent communication, organization and prioritization skills.

Responsibilities

• Act as a Subject Matter Expert on Visible Alpha, Capital IQ Pro and Capital IQ data.
• Understand client requirements across data sets and products.
• Interact with clients across North America, EMEA and APAC.
• Create quantitative models, screens and presentations for clients.
• Identify and create new model solutions using datasets and applications.
• Support clients by responding to inquiries via calls, emails and meetings.
• Collaborate with Product Management on testing for exceptional client experience.
• Suggest improvements to product usability and data quality.
• Lead knowledge-sharing initiatives and automation opportunities.

Skills

Excel expertise

Communication skills

Analytical abilities

Problem solving

Client-facing experience

Team player

Project management

Strategic planning

Operations management

Relationship building

Tools

Salesforce

Microsoft Excel

Microsoft Word

PowerPoint

VBA

Job description

About the Role

Grade Level (for internal use): 08

The Team: The Financial Modeling Group provides expert services for our most sophisticated analytical tools so that we can provide clients with a tailored experience when using our products. This global, seasoned team specializes in onboarding and client adoption for our Excel add-ins, Office Tools products, Screening and Platform customization, and Proprietary Data capabilities. Comprised of former investment professionals, CFA charterholders, and MBA's, Financial Modeling is charged with understanding our clients’ needs and objectives and providing solutions to enhance their workflows.As a member of Financial Modeling, you will become proficient in the Visible Alpha and Capital IQ Pro applications. As corporate finance and Excel modeling experts, Senior Application Associates spend their time consulting with clients about our Excel add-in solutions (Capital IQ Pro / Capital IQ / Visible Alpha) and how best to implement S&P Global data within their financial models. The models involved are related to valuation, ownership, estimates, charts, and other content sets. Senior Application Associates also create and convert financial models from competing platforms for our clients. Additionally, they build and maintain ~500 pre-built templates made available via the combined Capital IQ Pro, Capital IQ and Visible Alpha Excel add-in Template Libraries.

The Impact

The Financial Modeling Group is one of the primary touchpoints for our clients, and you will be the face of the organization. Your regular day would require you to build models, screens, presentations, answer client queries and be an advocate of our products while showcasing your vast knowledge of our tools and data. In addition to working with our clients, you will also work with our Commercial team on winning and retaining business, with our Product team on future enhancements, and with our Client Services team on training, requests and client queries.

What’s In It For You

Explore a highly rewarding career path with room for professional growth, recognition and rewards. You can be part of a company that is a results-focused meritocracy. We set high standards and value accountability. We seek to identify and reward extraordinary performance with growth opportunities. Master the knowledge of the Visible Alpha Insights platform as well as the S&P Capital IQ Pro and S&P Capital IQ applications. Gain exposure to other departments by liaising with Relationship Management, Product Management and Client Services teams. Opportunity to work with highly professional and business-driven team members. Work with diverse teams and clients spread across the globe.

Responsibilities

• Act as a Subject Matter Expert on Visible Alpha, Capital IQ Pro and Capital IQ data and leverage existing capabilities to create new and innovative solutions.
• Ability to understand client-specific requirements across all covered data sets and products.
• Work with clients across multiple geographies including North America, EMEA and APAC and address their requirements.
• Create quantitative models, screens and presentations, among others, for our clients using our suite of products.
• Identify and create new model solutions utilizing the expertise gained from all datasets and applications.
• Support our client base in their research by responding to requests that come through calls, e-mails and meetings.
• Partner with Product Management on timely and thorough testing of our products, with an eye towards an exceptional client experience.
• Consistently make proactive suggestions around product usability, presentation and data quality.
• Work with product experts on projects which develop and improve subject matter expertise.
• Drive Team initiatives and knowledge-sharing activities to support the culture of learning and development.
• Create new opportunities for Automation and LEAN to improve workflow efficiency.

What We’re Looking For

Basic Qualifications

• 2 to 4 years of relevant experience working with people and our products.
• Strong understanding and knowledge of the fundamentals of business, financial statements and investments.
• Proficient in research and analysis.
• Experience supporting clients with client-facing products is a strong advantage.
• Understanding of different requirement of clients and how they use and analyze our models
• Detail oriented with strong organizational skills and ability to prioritize.
• Significant Project Management, Strategic Planning, Operations Management, and Client Support Management skills.
• Successfully implemented business improvements across multiple areas of the business.
• Strong team player with excellent people skills.
• Ability to build good relationships at all levels, locally as well as globally.
• Experience in dealing with different product suites and databases.
• Strong communication, interpersonal skills & strong analytical and problem-solving skills.
• Strong technical skills preferred – Advanced Microsoft Excel, Word, PPT, VBA and Salesforce.
• Willingness to work in rotational shifts, including night shifts.

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit www.spglobal.com/marketintelligence.

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

Benefits

• 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.

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.

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.

US Candidates Only

Know Your Rights: Workplace discrimination is illegal.

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