Financial Modelling and Conversion Associate

1 week ago

Bengaluru, Karnataka, India LSEG (London Stock Exchange Group) Full time

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 Refinitiv Add-ins for both buy side and sell side clients.

This includes Refinitiv 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 Refinitiv 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 Refinitiv products into a client's workflow.

- Work with Sales Specialists, Client Specialists and Account Managers to ensure that all Refinitiv 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 Refinitiv Excel Add-ins training to clients via Webex remote training or on-site training as appropriate. - Regularly communicate the project status to the Manager.


At LSEG, we believe that creating a diverse and inclusive organisation is fundamental to the way we deliver on our promise of creating essential partnerships and open opportunities.

Our open culture is central to how we deliver our purpose - driving financial stability, empowering economies and enabling customers to create sustainable growth - in everything we do.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 70 countries.

However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.

You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business.

You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth.

Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

We are proud to be an equal opportunities employer.

This means that we do not discriminate on the basis of anyone's race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law.

Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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