Linedata - Senior Analyst - Investment Research - CIDM

About Us:

WHY Linedata?

Linedata is an award-winning software solutions company.

We believe finance matters to our society as much as energy to life and fueling financial transformation is vital for development and leadership.

We humanize technology :

- We are passionate experts who provide investment management and credit communities with innovative, user-friendly products which help their businesses grow in over 50 countries.

- Our environment is international, ego-free and relaxed.

- We believe in building confidence through giving clear responsibilities to our team members and managing to given goals and targets.

- We celebrate success and we enjoy each other's company.

- We employ more than 1350 employees representing 40 nationalities spread throughout our offices in 14 countries.

- We believe in mobility, diversity & teamwork.

- Our mission is to continue to find new ways to create and build flexible, mission-critical software and services and to stay on the cutting edge of the financial software space.

JOIN THE MOVEMENT:

- We provide the investment management and credit communities with an innovative, user-friendly suite of products that, through detailed market and client insights, help their business to grow in over 50 countries.

- We are transforming the financial services community which is in constant evolution.

- With our agility, we make technology simple & accessible for our users.

- Let's work together to achieve the best solutions for our clients.

Commitment to Diversity:

- We recognize, celebrate, and seek to increase diversity across our organization.

- Diversity is an asset to organizations and is linked to better performance.

- It is an integral part of how we do business and imperative to our success.

- As an international Group, we also believe that our people need to reflect our clients and local communities.

Linedata is an Equal Opportunity Employer:

We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation based on an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, age, sexual orientation, veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws.

Job Description:

THE ROLE:

- You will join a team that directly caters to the front offices of global asset managers.

- As a Senior Analyst, you will work closely with senior research professionals to gather, validate, and standardize financial information, as well as calculate key financial ratios.

- Utilizing advanced AI/ML tools, you will play a crucial role in ensuring the accuracy of financial statements and supporting informed, timely investment decision-making for our clients.

- You will take full ownership of deliverables, consistently meeting high-quality standards and maintaining integrity in all tasks.

Responsibilities:

- Extract relevant financial data from public and private documents.

- Standardize financial statements to enable consistent comparison across portfolios.

- Validate extracted data and calculate EBITDA and key financial ratios.

- Prepare capital structures for companies across various industries.

- Troubleshoot and resolve errors, identifying and escalating data inconsistencies or missing information.

- Collaborate with team members to ensure the delivery of high-quality output.

- Mentor and train junior team members on project workflows, domain knowledge, and ensure quality of deliverables.

- Identify and implement automation opportunities to streamline processes and reduce manual intervention.

- Ensure adherence to high quality standards and industry best practices.

- Support project leads in tracking project timelines, task allocation, and client coordination, as needed.

Skills Required.

- Strong understanding of financial statements, accounting standards, and financial analysis.

- Sound knowledge of fundamental investment concepts/analysis.

- Strong excel modelling and analytical skills with attention to detail.

- Team player with professional demeanour.

- Strong focus on data accuracy and validation.

- Execute complex projects within tight deadlines, collaborating with senior managers to define scope and establish project timelines.

- Strong communication skills to convey feedback clearly and coordinate with senior stakeholders.

Advantageous Skills:

- Knowledge of investment research principles and financial data analysis.

Academic Requirements:

- Bachelor's or Master's degree in Commerce, Finance, or Accounting (B.Com/M.Com/MBA) from a recognized institution.

- Progress toward Chartered Financial Analyst (CFA) or Chartered Accountant (CA) designation is preferred.

Job Requirement:

Advantageous Skills:

- Knowledge of investment research principles and financial data analysis.

Academic Requirements:

- Bachelor's or Master's degree in Commerce, Finance, or Accounting (B.Com/M.Com/MBA) from a recognized institution.

Progress toward Chartered Financial Analyst (CFA) or Chartered Accountant (CA) designation is preferred.