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MBA Freshers/cfa Pursuing/ib Exp - Financial Modelling

0 - 3 yrs
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Not Disclosed by Recruiter Posted 29 days ago Job Applicants: 1466 Job Views: 1500+

Job Description

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    Essential Day-to-Day Responsibilities:
    Work with Investment Bankers, Portfolio Managers, Research Analysts, internal stakeholders and clients from several financial segments to build/assist in building financial models within Excel.
    Build customized financial models and convert/rebuild client proprietary templates originally built in competitor products such as FactSet, Bloomberg, and CapIQ using Add-ins for both buy side and sell side clients. This includes Eikon(TREMO), TRMSO, Datastream(DFO/AFO) excel add-ins. Moreover, the Associate should interpret, analyze the user's add in requirements and create workable financial models.
    Interact with clients on a need basis and recommend solutions to customers and provide support on excel add-in and desktop with regards to navigation, functionality, content, data quality and entitlements.
    Collaborate with various functional teams in order to answer client queries and resolve product/data related issues.
    Proactively support all assigned accounts to promote both increased product usage and further establish products into a client's workflow.
    Work with Sales Specialists, Client Specialists and Account Managers to ensure that all Excel based projects contribute to new business generation, retention as well as growth at existing accounts.
    Work with other teams (Client Support, Tech Support, Content, Product management, Commercial managers) to quickly resolve client issues.
    Maintain proper account and end user documentation via FMC management systems.
    Assist in the continual development and evolution of the Financial Modelling and Conversion Team skills.
    Communicate regularly with Product Managers about Client feedback on product/content gaps.
    Provide Excel Add-ins training to clients via Webex remote training or on-site training as appropriate.
    Regularly communicate the project status to the Manager.
    Educational Qualifications:
    - MBA with concentration preferably in finance or finance-related major.
    - Candidates pursuing any level of their CFA (AIMR) would be highly desirable.

Salary: Not Disclosed by Recruiter

Industry: Other

Functional Area: Other


Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    Please refer to the Job description above
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Canadian multinational mass media and information firm.
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