
Application Associate, Financial Modeling
1 week ago
**The Role**: Application Associate, Financial Modeling Group
**The Team**: The Financial Modeling Group provides expert services for our most sophisticated analytical tools so that we can provide customers with a tailored experience when using our products. This global, seasoned team specializes in onboarding and customer adoption for our Excel add-ins, Offic e Tools products, Screening and Platform Customization, and Proprietary Data capabilities. Comprised of former investment professionals, CFA charter holders, and MBA's, Financial Modeling is charged with understanding our customers ’ needs and objectives and providing solutions to enhance their workflows. As a member of the Financial Modeling Group, you will become proficient in at least two of the below specialties.
**Modeling**: As corporate finance and Excel modeling experts, Modeling specialists spend their time consulting with customers about our Excel add-in solutions (CIQ/ CIQ Pro ) and how best to implement their data in their models, which run the gamut of valuation, ownership, estimates, charts, etc. Specialists also create and convert financial models from competing platforms for our customers. Additionally, specialists build and maintain ~ 5 00 pre-built templates made available via the combined CIQ and CIQ Pro Excel add-in Template Library.
**Screening and Platform Customization**: Screening and Platform specialists are tasked with consulting customers on how to reap the maximum benefit of using our web-based platforms. They provide customers with expert guidance on the use of the Screening tool, build complex screens, and tailor the look and feel of the platform s to facilitate each customer ’s specific workflow needs. S pecialists also customize settings and create watch lists, charts, and company tear sheets so our customers can have a personalized workspace.
**Proprietary Data**: Proprietary Data specialists help customers to create and store their own proprietary data within the S&P Global database alongside existing public market data. Specialists enable the utilization of S&P Global’s suite of analytics with our customer s’ proprietary financial data. Specialists collaborate directly with customers on critical data integrations leveraged in Credit Analytics, Scorecards and various other portfolio and credit monitoring workflows. As a Proprietary Data specialist, you will support premium Proprietary Data Consulting Services, including mapping and creating custom data items in templates, integrating client proprietary data to the database, and the development of bespoke workflow solutions through the S&P Capital IQ platform, Excel add-in, and FTP.
**Office Tools**: Office Tools is a work productivity tool embedded in Microsoft Office that helps our customers save time while building Excel models and presentations. Office Tools specialists partner with our customers to create dynamic presentations and pitchbooks in PowerPoint and Word and custom build Quick Keys in Excel to make modeling easier. Specialists also help our more sophisticated customers create a Content Library repository of company approved presentations, slides, charts, and logos that can be accessed by customers directly in PowerPoint.
**The Impact**: The Financial Modeling Group is one of the primary touchpoint s for our customer s, and you will be the face of the organization. Your regular day would require you to build models, screens, presentations, answer customer queries and be an advocate of our products while showcasing your vast knowledge of our tools and data. In addition to working with our customers, you will also work with our Commercial team on winning and maintaining business, our Product team on future enhancements, and our Customer Services team on training and customer queries.
**What’s in it for y ou**:
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 S&P Capital IQ & S&P Capital IQ Pro products and services.
Gain exposure to other departments by liaising with Relationship Management, Product Management and Customer Services team s.
Opportunity to work with highly professional and business-driven team members.
Work with diverse teams and customers spread across the globe.
**Responsibilities**:
Ability to understand client-specific requirements across all covered data sets and products.
Work with clients across multiple geographies including the Americas, EMEA, and APAC, and address their requirements.
Create quantitative models, screens, and presentations, among others, for our customers using our suite of products.
Partner with product teams on timely and thorough testing of our products, with an eye toward s exceptional customer experience.
Consistently
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