214 Factset Jobs - Page 4

We are seeking an experienced professional to support our Market and Fundamental Data Content where you will facilitate delivering Index products to our clients. Our Market and Fundamental Data Content function sits between our internal users (R&D and Index Portfolio Management) and our Technology partners, playing a central role in delivering mission-critical data verification and monitoring. You will collaborate with stakeholders to identify opportunities to improve documentation and refine workflows. You will be a front-line product support specialist, tasked with ensuring data is accurately and efficiently delivered to our stakeholders, and fielding and triaging inbound support requests from Research, Client Services, and Production Development. This role is focused on operations support (timeliness, accuracy, and completeness). Domain knowledge of vendor aggregators (such as Refinitiv, Factset and Bloomberg), Equity and Fundamental Data, and data navigation with SQL and R are essential. Responsible for the quality (Completeness, Accuracy, and Timeliness) of data used in index development, rebalance, and reconstitution Resolution of security mapping conflicts with understanding of Corporate Actions Resolution of ad-hoc mapping requests from internal stakeholders Providing solutions for data-related requests Holding responsibility over scheduled jobs and various toolkits Providing support to our ETL processes Gather and triage issues for technical remediation on an ongoing basis Work cross-functionally to resolve systems and client issues Gather, understand, and analyze stakeholder pain points Create training materials Equity Index industry experience preferred Bachelor’s Degree and 5+ years professional experience Expert in financial industry data and data aggregators Understanding of financial instruments and statements Self-sufficient with programming languages (SQL & R) Exposure to big data technologies (SQL databases, Databricks, Apache Spark) Knowledge of Microsoft Excel Well-developed written and oral communication skills Analytical and problem-solving skills Excellent time management skillset Come as You Are Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation. Show more Show less

Job Title - Associate (Qual+Quant) Experience Level - 2 to 5 Years Department – Investment Banking Location – Gurugram Job Summary Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Gurgaon. Key Responsibilities Play a key role in the origination, generation & evaluation of ideas / opportunities, and execution of transactions and working across broad scope of assignments across multiple geographies and sectors Conduct deep dive research and analysis on various industries including TMT, Industrials & Consumer, among others Working on company profiles (ranging from strips / thumbnails to one-page summaries to detailed ones), potential targets / buyers / M&A screening, Pitch book update and other adhoc research Take ownership of sophisticated financial models, company valuation, trading/ transaction comparable, ratio analysis, financial performance analysis, etc. Structure and/or supervise presentations and projects / transactions related documents Benchmark companies on various financial and operating parameters to analyze the competitive positioning Exhaustive secondary research (through databases, general secondary sources, journals, annual reports, company websites, government and ministry websites) Communicate with current & potential clients regarding projects structuring, timelines and clarifying queries Industry screening on pre-defined criteria to create a shortlist Financial analysis with extensive use of databases, filings and other company documents Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Presenting findings of analysis to clients, team members and senior management Conducting detailed quality checks of all outgoing materials Ability to work individually and in the team Key Competencies MBA (Finance) / CA / CFA Experience of 2-5 years in Investment banking division of a bank, boutique firm, KPO, consultancy and advisory firm Should have good knowledge, understanding and working experience of industry research, company profiles, case studies, potential targets / buyers / M&A screening, company valuations and financial performance analysis Strong finance fundamentals and knowledge of financial terminology Excellent working knowledge of databases such as Bloomberg, Capital IQ, Thomson Reuters, FactSet, Pitchbook, CB Insights, etc. Excellent written and spoken communication skills MS Office skills - should be proficient in MS PowerPoint, MS Excel, and MS Word Exposure to handle client relationships Ability to work independently and effectively under tight deadlines

Job Description Responsibilities We are looking for a candidate with FactSet experience who will assist in the implementation and later the smooth running of the FactSet process. This process will be Wipro Credit and Insurance primary performance and risk analytics solution. Initial work will be focused on ensuring the daily data load and output received is accurate and timely. This will involve data validation across asset types and recommending solutions to fix any observed issues. Once we have implemented, the role will be focused on the smooth running of the daily process. I have included below some typical responsibilities of the role. • Experience with FactSet’s Portfolio Analysis tool to measure the performance, risk, attribution, and exposures of portfolios. • Good understanding of risk data and risk workflow processes, including data loading, security modeling, and account and composite set-up. • Connect with FactSet portfolio services on missing and erroneous security analytics daily. • Ensure the smooth running of the FactSet upload, calculation and extraction process runs to time daily. • Use FactSet security modelling application to upload the terms of a security not covered by FactSet. • Be able to troubleshoot a failed upload and re-trigger jobs to ensure analytics are delivered daily. This involves understanding of the workflow and the ability to use cornerstone, FactSet upload engine. • Monitor dashboards comparing the data accuracy of holding positions across all asset types from the FactSet output and another internal Wipro source to ensure reliability of data. • Ability to document and communicate complex technical knowledge effectively. • Demonstrated ability to work under minimal direction. • Ability to work collaboratively across divisions. Applications in FactSet that would be beneficial to understand: • Security Modelling • Cornerstone • Portfolio reporting batcher • Fixed Income Analytics Batch • Data Central This role would involve close relations with the risk management, data governance and technology solutions teams. L͏ead Analyst Responsibilities We are looking for a candidate with FactSet experience who will assist in the implementation and later the smooth running of the FactSet process. This process will be Wipro Credit and Insurance primary performance and risk analytics solution. Initial work will be focused on ensuring the daily data load and output received is accurate and timely. This will involve data validation across asset types and recommending solutions to fix any observed issues. Once we have implemented, the role will be focused on the smooth running of the daily process. I have included below some typical responsibilities of the role. • Experience with FactSet’s Portfolio Analysis tool to measure the performance, risk, attribution, and exposures of portfolios. • Good understanding of risk data and risk workflow processes, including data loading, security modeling, and account and composite set-up. • Connect with FactSet portfolio services on missing and erroneous security analytics daily. • Ensure the smooth running of the FactSet upload, calculation and extraction process runs to time daily. • Use FactSet security modelling application to upload the terms of a security not covered by FactSet. • Be able to troubleshoot a failed upload and re-trigger jobs to ensure analytics are delivered daily. This involves understanding of the workflow and the ability to use cornerstone, FactSet upload engine. • Monitor dashboards comparing the data accuracy of holding positions across all asset types from the FactSet output and another internal Wipro source to ensure reliability of data. • Ability to document and communicate complex technical knowledge effectively. • Demonstrated ability to work under minimal direction. • Ability to work collaboratively across divisions. Applications in FactSet that would be beneficial to understand: • Security Modelling • Cornerstone • Portfolio reporting batcher • Fixed Income Analytics Batch • Data Central This role would involve close relations with the risk management, data governance and technology solutions teams. ͏ Responsibilities We are looking for a candidate with FactSet experience who will assist in the implementation and later the smooth running of the FactSet process. This process will be Wipro Credit and Insurance primary performance and risk analytics solution. Initial work will be focused on ensuring the daily data load and output received is accurate and timely. This will involve data validation across asset types and recommending solutions to fix any observed issues. Once we have implemented, the role will be focused on the smooth running of the daily process. I have included below some typical responsibilities of the role. • Experience with FactSet’s Portfolio Analysis tool to measure the performance, risk, attribution, and exposures of portfolios. • Good understanding of risk data and risk workflow processes, including data loading, security modeling, and account and composite set-up. • Connect with FactSet portfolio services on missing and erroneous security analytics daily. • Ensure the smooth running of the FactSet upload, calculation and extraction process runs to time daily. • Use FactSet security modelling application to upload the terms of a security not covered by FactSet. • Be able to troubleshoot a failed upload and re-trigger jobs to ensure analytics are delivered daily. This involves understanding of the workflow and the ability to use cornerstone, FactSet upload engine. • Monitor dashboards comparing the data accuracy of holding positions across all asset types from the FactSet output and another internal Wipro source to ensure reliability of data. • Ability to document and communicate complex technical knowledge effectively. • Demonstrated ability to work under minimal direction. • Ability to work collaboratively across divisions. Applications in FactSet that would be beneficial to understand: • Security Modelling • Cornerstone • Portfolio reporting batcher • Fixed Income Analytics Batch • Data Central This role would involve close relations with the risk management, data governance and technology solutions teams. ͏ Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks ͏ Deliver No Performance Parameter Measure 1 Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2 Self- Management Productivity, efficiency, absenteeism, Training Hours, No of technical training completed

Position Overview ABOUT APOLLO Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. OUR PURPOSE AND CORE VALUES Our Clients Rely On Our Investment Acumen To Help Secure Their Future. We Must Never Lose Our Focus And Determination To Be The Best Investors And Most Trusted Partners On Their Behalf. We Strive To Be The leading provider of retirement income solutions to institutions, companies, and individuals. The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses. A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference. We are building a unique firm of extraordinary colleagues who: Outperform expectations Challenge Convention Champion Opportunity Lead responsibly Drive collaboration As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together. Our Benefits Apollo relies on its people to keep it a leader in alternative investment management, and the firm’s benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits. Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, veteran status, gender/sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only – candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the role. Any job offer will be conditional upon and subject to satisfactory reference and background screening checks, all necessary corporate and regulatory approvals or certifications as required from time to time, and entering into definitive contractual documentation satisfactory to Apollo. Position Overview The ideal candidate will work collaboratively with and in support of seasoned Apollo investment professionals who are part of an internationally diverse 21-member team that originates, structures, executes and invests in the debt financings of corporates, financials and sovereigns. This position requires: 2+ years’ experience analyzing corporate financial statements, as well as bond and equity offering documents. Strong excel skills in order to build spreadsheets detailing historical financial performance and future projections with scenario analysis. Strong power point skills in order to support production of presentations. The basis for all of the APAC Credit team’s investment decisions is credit fundamentals and relative value analysis. Hence, the position requires some previous experience with fundamental credit analysis (bottom up driven) . Primary The successful candidate will work: Work closely with APAC Credit Team investment professionals, (the "IPs"), supporting them in all stages of originating, structuring and executing transactions, including preparation and maintenance of financial models (both historical and forecast models) Assist the IPs in the preparation of pitch decks and monthly transaction updates Have some familiarity with the impact of both macroeconomic and political factors on emerging markets credit investments. Report these events to the IPs [as they occur, or in catch-up calls with the IPs]. Prepare earnings update emails for all names covered by the IPs held in the APAC credit portfolios, as and when earnings updates are available. Assist the IPs in the preparation of credit approval memoranda, both for new credits and for periodic credit reviews. Process information across various company disclosures including earnings presentations, earnings calls, industry and company research reports etc. to produce such credit memos. Assist the IPs in the preparation of power point presentations for new deal screening meetings and for investment committee approval meetings. Relative value analysis – assist in maintaining relative value files comprising Enterprise Value comparables, credit comparables & precedent M&A transactions Credit diligence – attend DD calls with management/ advisors, taking notes on earnings calls or on new deal calls Assist in preparation of high level summary terms for transactions Other presentation support, on an ad hoc basis. Qualifications & Experience 2+ years’ experience in corporate credit research Knowledge of: Bottom-up fundamental credit analysis, as well as macroeconomics and its impact on corporate credit Effective written and oral English communications skills Ability to read and understand financial statements with high attention to detail. Financial Modelling skills required. (Excel, as below) Computer Skills: Excel, power point required, experience using Bloomberg, CAP IQ, Factset desirable Master’s Degree and/or CA/ CFA desirable but not mandatory depending on work experience. Some understanding of financial covenants and basic knowledge of bond or loan agreements will be a positive Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, veteran status, gender/sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only – candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the role. Any job offer will be conditional upon and subject to satisfactory reference and background screening checks, all necessary corporate and regulatory approvals or certifications as required from time to time, and entering into definitive contractual documentation satisfactory to Apollo. Show more Show less

Job Summary Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Gurgaon. Key Responsibilities • Play a key role in the origination, generation & evaluation of ideas / opportunities, and execution of transactions and working across broad scope of assignments across multiple geographies and sectors • Conduct deep dive research and analysis on various industries including TMT, Industrials & Consumer, among others • Working on company profiles (ranging from strips / thumbnails to one-page summaries to detailed ones), potential targets / buyers / M&A screening, Pitch book update and other adhoc research • Take ownership of sophisticated financial models, company valuation, trading/ transaction comparable, ratio analysis, financial performance analysis, etc. • Structure and/or supervise presentations and projects / transactions related documents • Benchmark companies on various financial and operating parameters to analyze the competitive positioning • Communicate with current & potential clients regarding projects structuring, timelines and clarifying queries • Industry screening on pre-defined criteria to create a shortlist • Financial analysis with extensive use of databases, filings and other company documents • Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction” • Presenting findings of analysis to clients, team members and senior management • Conducting detailed quality checks of all outgoing materials Key Competencies • MBA (Finance) / CA / CFA • Experience of 2-5 years in Investment banking division of a bank, boutique firm, KPO, consultancy and advisory firm • Should have good knowledge, understanding and working experience of industry research, company profiles, case studies, potential targets / buyers / M&A screening, company valuations and financial performance analysis • Strong finance fundamentals and knowledge of financial terminology • Excellent working knowledge of databases such as Bloomberg, Capital IQ, Thomson Reuters, FactSet, Pitchbook, CB Insights, etc. • Excellent written and spoken communication skills • MS Office skills - should be proficient in MS PowerPoint, MS Excel, and MS Word • Exposure to handle client relationships • Ability to work independently and effectively under tight deadlines Show more Show less

General Description: The Analyst will play a key role as an early contributor in building multiple proprietary Citi Databases supporting the banking teams across the globe. The work includes populating/analyzing excel files & other relevant databases, creating/updating presentations, and ad-hoc projects in a high-pressure environment. The Analyst will be a part of the larger M&A Deal Intelligence team, hence it will also require the ability to source, analyze & organize/present M&A information in a thoughtfully approached manner. The role requires the candidate to interact directly with the New York team & hence requires good written and verbal communication skills. The Analyst is required to work closely with stakeholders in the New York / EMEA team with a focused approach on quality of the output. Key Responsibilities: Development & maintenance of multiple proprietary Citi Databases Research & source key information from various 3rd party databases & other web resources Maintain proprietary information on M&A trends in Sector/Region Analysis of M&A & Capital Markets information as a derivative to other related materials Skills: Analytical skills: To interpret, analyze, summarize and present information Research Skills: To source, read and comprehend information on M&A & Capital Markets transactions. Knowledge of Financial terms Excellent written and verbal communication skills Attention to detail & ability to take sound judgment Ability to multi-task and work under pressure Respect for information confidentiality Proficiency in PowerPoint, Excel and Word applications Exposure to SQL queries Advanced proficiency in PowerPoint, Excel and Word applications Good understanding of Investment Banking and its products. Exposure to 3rd party tools/repositories: Factset, Dealogic etc. Proficient in writing & unpacking SQL queries. ------------------------------------------------------ Job Family Group: Business Strategy, Management & Administration ------------------------------------------------------ Job Family: Business Management ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. Show more Show less

About The Opportunity Job Type: Permanent Application Deadline: 30 June 2025 Job Description Title Senior Associate - Investment Research Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead / Associate Director, Investment Research Level Research Analysis - 4 We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like you’re part of something bigger. About Your Team Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts. About Your Role The job involves providing comprehensive research support to FIL’s Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of the Industrial Sector from the perspective of equity analysis and the broader fundamental research process. Key Responsibilities Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devil’s advocate analysis, etc. Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas Provide quality data and analysis on ESG Be a strong subject matter expert Keep abreast of trends and developments in the assigned sub sector across geographies Build and maintain strong relationships with clients and within the team Make regular presentations to the team on relevant topics/areas of expertise Experience And Qualifications Required 2 to 5 years’ work experience in Investment Research Understanding of the Financials sub sectors companies’ equity research, including key drivers, dynamics, trends, and emerging themes, would be advantageous. Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy; Diligence and hard work Database skills - Bloomberg, TR Eikon, FactSet and other financial databases Excellent relationship management and strong communication and presentation skills Education MBA or Master’s in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred Feel rewarded For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. Show more Show less

Designation: TM - Market Research/TL - Market Research Research Archetypes Responsibilities Business process outsourcing research/analysis Company due diligence Competitive intelligence and profiling Market-entry strategy (GTM) Industry research/analysis Technology research/analysis Gen AI, Automation and digitization research/analysis Deal Analysis BD Research Location Intelligence Relationship Mapping Business Research Automation This role will be part of a team that is focused on creating high-value, actionable research output that works towards growing Cognizant IOA (BPS). In addition, the Associate will manage/mentor other research analysts and interact directly with BU leadership as required and appropriate. Shape The Future With Your Research Expertise Are you a highly motivated research leader with a passion for uncovering insights and driving strategic decisions? We are looking for a seasoned Research Professional with a strong academic foundation and proven industry experience to make a significant impact on our organization. Your Impact As a key member of our team, you will be empowered to: Develop innovative research ideas and translate them into actionable insights. Formulate and rigorously validate hypotheses using diverse analytical techniques. Analyze complex quantitative and qualitative data to extract meaningful conclusions. Synthesize findings into clear, concise reports and deliver compelling presentations to stakeholders. Leverage established research methodologies (including in-depth financial analysis, case studies, and econometrics) to directly support business strategy. What We're Looking For An MBA from a recognized institution. 6-11 years of progressive experience in a research-intensive environment. Experience within KPO/BPO or consulting sectors is a significant advantage. Demonstrated ability to work independently, manage time effectively under pressure, and take initiative. Strong analytical acumen, proficiency in Gen AI Research tools, MS Excel, PowerPoint, and financial analysis. Exceptional written and verbal communication skills, with the ability to build strong interpersonal relationships. A deep-seated interest in the power of research to drive business success. Stand Out With Experience in leading, managing, or mentoring teams. Familiarity with data visualization tools like Tableau and statistical tools like R. Exposure to leading industry research databases (HFS, Everest, Nelson Hall, ISG, Gartner, FactSet, IDC, Alpha Sense and similar). Show more Show less

Job Description The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Bangalore, Hong Kong, and other major financial centres around the world. Divisional Overview Global Banking & Markets (Private) works on some of the most complex financial challenges and transactions in the market today. Whether advising on a merger, providing financial solutions for an acquisition, or structuring an initial public offering, we handle projects that help clients at major milestones. We work with corporations, pension funds, financial sponsors, and governments and are team of strong analytical thinkers, who have a passion for producing out-of-the-box ideas. The Information Services Group (ISG) provides research and data expertise to global Investment Banking. Role Overview ISG’s responsibilities broadly involve receiving data/ research requests from IB associates and providing the same from proprietary and third-party databases. The function includes interpreting the request, understanding the deadline, identifying the database best suited for the job, retrieving the data, reviewing the data for any apparent anomalies, and charting or presenting the data in agreed formats. ISG provides research expertise across seven industry groups, which are Technology Media & Telecom, HealthCare, Industrial, Real Estate, Natural Resources, Retail, and Financial Institutions. Job Responsibilities Liaise with IB deal teams to ensure an exact understanding of requirements and provide standard outputs, sourcing the required data from databases Ensure deliverables are completed in a timely manner and adhere to quality standards Develop and maintain relationships with IB Analysts and Associates across regions Develop models/ templates that could provide quality outputs efficiently Develop expertise in databases and comprehend financial information to cater asks & queries effectively Establish effective communication with banking team to minimize iterations Basic Qualifications Master’s degree in Finance, Business, Economics and / or relevant field Minimum 3 years of relevant work experience Strong communication and interpersonal skills Understanding of Microsoft Office products, tools, and utilities for business use Highly organized with attention to detail and follow-through Team player with positive attitude and strong work ethic Preferred Qualifications Excellent academic credentials Experience with third party databases like Factset, Refinitiv, Capital IQ and Dealogic is a plus Interest in financial markets and familiarity with emerging businesses, economic and industry trends Ability and dedication to meet strict and aggressive deadlines Ability to work in a fast-paced environment Ability to effectively interact and build relationships with seniors and global stakeholders Analytical mindset with an eye for detail Show more Show less

Job Description The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Bangalore, Hong Kong, and other major financial centres around the world. Divisional Overview Global Banking & Markets (Private) works on some of the most complex financial challenges and transactions in the market today. Whether advising on a merger, providing financial solutions for an acquisition, or structuring an initial public offering, we handle projects that help clients at major milestones. We work with corporations, pension funds, financial sponsors, and governments and are team of strong analytical thinkers, who have a passion for producing out-of-the-box ideas. The Information Services Group (ISG) provides research and data expertise to global Investment Banking. Role Overview ISG’s responsibilities broadly involve receiving financial and market data/ research requests from IB analysts and associates and providing the same from proprietary and third-party databases. The function includes interpreting the request, understanding the deadline, identifying the database best suited for the job, retrieving the data, reviewing the data for any apparent anomalies, and charting or presenting the data in agreed formats. ISG provides research expertise across seven industry groups, which are Technology Media & Telecom, HealthCare, Industrial, Real Estate, Natural Resources, Retail, and Financial Institutions. Job Responsibilities Liaise with IB deal teams to ensure an exact understanding of requirements and provide standard outputs, sourcing the required data from databases Ensure deliverables are completed in a timely manner and adhere to quality standards Develop and maintain relationships with IB Analysts and Associates across regions Develop models/ templates that could provide quality outputs efficiently Develop expertise in databases and comprehend financial information to cater asks & queries effectively Establish effective communication with banking team to minimize iterations Basic Qualifications Master’s degree in Finance, Business, Economics and / or relevant field Minimum 2 years of relevant work experience Strong communication and interpersonal skills Understanding of Microsoft Office products, tools, and utilities for business use Highly organized with attention to detail and follow-through Team player with positive attitude and strong work ethic Preferred Qualifications Excellent academic credentials Experience with third party databases like Factset, Refinitiv, Capital IQ and Dealogic is a plus Interest in financial markets and familiarity with emerging businesses, economic and industry trends Ability and dedication to meet strict and aggressive deadlines Ability to work in a fast-paced environment Ability to effectively interact and build relationships with seniors and global stakeholders Analytical mindset with an eye for detail Show more Show less

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. About Factset FactSet is a leader in providing research and analytical tools to finance professionals. FactSet offers instant access to accurate financial data and analytics around the world. FactSet combines hundreds of databases from industry-leading suppliers into a single powerful information system. PROCESS BREIF Client & User Support is an industry-leading and award-winning client service team starting in Hyderabad, focusing on people with a specialized knowledge of a select group of sophisticated software and product offerings. Initially, you will be tasked with supporting a wide-variety of clients using the FactSet workstation, which will give you the advantage of gaining knowledge and experience working with the different products clients use to obtain and analyze financial information. The team is composed of self-motivated individuals who thrive in a highly collaborative environment and enjoy the challenge of independence, responsibility, and problem solving. Job Responsibilities Answer client questions globally through expert telephone, email, instant message, and proprietary communication channels. Support FactSet applications Create custom FactSet models and screens Solve complex financial queries A proficient understanding of the FactSet Workstation, the content clients consume through FactSet, and Microsoft Excel Follow procedures for maintaining the highest level of quality support for all FactSet clients Share ideas and promote suggestions for improvement of workflows Cooperate and liaise with other FactSet groups, including Client Solutions, Sales, and Product Development Meet targets and goals set by exhibiting motivation and high performance Attend internal meetings and training sessions and complete projects as requested Keep up to date with the market we are operating in, including our products and competitors Progress is reviewed informally on a monthly basis, followed by formal 6 month and yearly reviews as per FactSet procedure All FactSet policies can be found on-line at MyRewards@FactSet It is the employee’s responsibility to keep updated with any changes made to them Job Requirements Bachelor’s or Master’s degree preferably in Commerce, Business, or Finance English spoken fluently Strong analytical and problem-solving skills as well as experience in advanced web searching Highly organized Genuine interest or experience in financial markets Excellent communication and interpersonal skills Hardworking and proactive Ability to work independently using creative thinking without extensive direction Strong work ethic and highly self-motivated Positive team player attitude Willingness to work in U.S. shifts Job Location: Hyderabad At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Returning from a break? We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. Company Overview: FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law. Show more Show less

Designation - Analyst Skill - BIS Location - Gurgaon Responsibilities - Supporting our client in meeting their financial and qualitative information requirements across sectors such as TMT, Energy, Real Estate, Automotive, Consumer, Healthcare and Banking for various companies and sectors across the globe. Provision of Company information packs, comprising company filings, broker research, news runs and other specified information. Company research and industry specific or macro-economic research Sourcing of market data, such as share prices, currency, ratios from covering all asset types and products from multiple third-party data sources Candidate needs to have very good communication skills – both written and verbal. He/she must be able to understand the client requirements well Required Skills- Any Graduate degree. Job requires working in shifts including night shifts and on weekends. Experience of 2-4 years in information research. Working knowledge of databases such as Bloomberg, Thomson, Factset and Factiva will be an advantage. Should be able work on MS Office applications. Show more Show less

Job Title- Associate (Qual+Quant) Experience Level - 2 to 4 Years Department – Investment Banking Location – Gurugram Job Summary Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Gurgaon. Key Responsibilities Play a key role in the origination, generation & evaluation of ideas / opportunities, and execution of transactions and working across broad scope of assignments across multiple geographies and sectors Conduct deep dive research and analysis on various industries including TMT, Real Estate, Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG, among others Working on company profiles (ranging from strips / thumbnails to one-page summaries to detailed ones), potential targets / buyers / M&A screening, Pitch book update and other adhoc research Take ownership of sophisticated financial models, company valuation, trading/ transaction comparable, ratio analysis, financial performance analysis, etc. Structure and/or supervise presentations and projects / transactions related documents Benchmark companies on various financial and operating parameters to analyze the competitive positioning Exhaustive secondary research (through databases, general secondary sources, journals, annual reports, company websites, government and ministry websites) Communicate with current & potential clients regarding projects structuring, timelines and clarifying queries Industry screening on pre-defined criteria to create a shortlist Financial analysis with extensive use of databases, filings and other company documents Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Presenting findings of analysis to clients, team members and senior management Conducting detailed quality checks of all outgoing materials Ability to work individually and in the team Key Competencies MBA (Finance) / CA / CFA Experience of 2-4 years in Investment banking division of a bank, boutique firm, KPO, consultancy and advisory firm Should have good knowledge, understanding and working experience of industry research, company profiles, case studies, potential targets / buyers / M&A screening, company valuations and financial performance analysis Strong finance fundamentals and knowledge of financial terminology Excellent working knowledge of databases such as Bloomberg, Capital IQ, Thomson Reuters, FactSet, Pitchbook, CB Insights, etc. Excellent written and spoken communication skills MS Office skills - should be proficient in MS PowerPoint, MS Excel, and MS Word Exposure to handle client relationships Ability to work independently and effectively under tight deadlines Show more Show less

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements. Come join us in delivering better outcomes for our clients around the world! The Investment Risk Team's primary function is to provide the second line of defense for Investment Risk. We are looking for an Investment Risk Manager to join the Investment Risk Team in India. The primary function of this position is to assess daily derivative usage and liquidity across FT funds, leverage the technical skills to enhance the team's data analytics capabilities. The candidate is expected to achieve Business Intelligence and Engineering by understanding existing internal tools and data warehouses and to identify data quality and reliability improvements and to establish best practices. What are the ongoing responsibilities of this position? Identify, monitor, and communicate issues related to regulatory risks. Leverage the technical skills to enhance the team's data analytics capabilities. Assess daily derivative usage and liquidity across FT funds Identify, reconcile and resolve data issues related to derivative and liquidity calculation. Assess and analyse the accuracy and quality of the underlying data and provide commentary for the risk trends. Design, develop, test, automate, and launch new dashboards and reporting solutions across the Regulatory risk team Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date Create and run standard reports and queries Review automated validation controls and complete issue resolution process Respond to ad-hoc requests for portfolio risk statistic information, and perform ad hoc analyses, such as stress tests, sensitivity or hedging analysis given various market conditions Ensure client requirements understood during product launch and account on-boarding and internal systems/processes are updated support requirements Remain current on portfolio and market risk related trends, topics, issues, systems and analytical techniques What qualifications, skills and experience would help someone to be successful? Bachelor’s degree (Master’s preferred) in finance, Computer Science, Mathematics or other quantitative discipline CFA or FRM designation preferred. 5 - 10 years relevant work experience in the Mutual Fund/Financial Services Industry Experience with global regulatory rules including 18f4, SEC 22e-4 and UCITS liquidity requirements. Experience with VaR and other risk metrics Experience in programming languages, preferably VBA or R/Python, Power BI, Tableau or other data visualization tools Experience in SQL experience for data extraction, manipulation and analyses; including complex joins. Experience using financial/risk application/software, Bloomberg, MSCI Barra Risk Model, FactSet, and Morningstar Knowledge of statistical calculations, financial instruments and markets, GIPS Composite Strong verbal and written communications skills Strong attention to details and excellent analytical skills Ability to work independently, perform mathematical calculations (or analysis and to exercise independent judgment consistent with department guidelines Ability to organize and prioritize workflow and to coordinate the work of others Ability to maintain updated knowledge of procedures, products and activities of assigned area Ability to accurately proofread documents and work under pressure, and the ability to perform multiple tasks in a fast-paced, team environment. Job Level - Individual Contributor Work Shift Timings - 2:00 PM – 11:00 PM IST Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Highlights of our benefits include: Professional development growth opportunities through in-house classes and over 150 Web-based training courses An educational assistance program to financially help employees seeking continuing education Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents) Life insurance for protection of employees’ families Personal accident insurance for protection of employees and their families Personal loan assistance Employee Stock Investment Plan (ESIP) 12 weeks Paternity leave Onsite fitness center, recreation center, and cafeteria Transport facility Child day care facility for women employees Cricket grounds and gymnasium Library Health Center with doctor availability HDFC ATM on the campus Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Title: Data Integration Developer – Assistant Manager Department: Alpha Data Platform Reports To: Data Integration Lead, Engineering Summary: State Street Global Alpha Data Platform , lets you load, enrich and aggregate investment data. Alpha Clients will be able to manage multi-asset class data from any service provider or data vendor for a more holistic and integrated view of their holdings. This platform reflects State Street’s years of experience servicing complex instruments for our global client base and our investments in building advanced data management technologies. Reporting to the Alpha Development delivery manager in <>, Data Integration Developer is responsible for overall development life cycle leading to successful delivery and support of Alpha Data Platform(ADP) Services to clients. Responsibilities: As a Data Integration Developer, be hands-on ETL/ELT data pipelines (Talend DI), Snowflake DWH, CI/CD deployment Pipelines and data-readiness (data quality) design, development, implementation and address code or data issues. Experience in designing and implementing modern data pipelines for a variety of data sets which include internal/external data sources, complex relationships, various data formats and high-volume. Experience and understanding of ETL Job performance techniques, Exception handling, Query performance tuning/optimizations and data loads meeting the runtime/schedule time SLAs both batch and real-time data uses cases. Demonstrate strong collaborative experience across regions (APAC, EMEA and NA) to come up with design standards, High level design solutions document, cross training and resource onboarding activities. Good understanding of SDLC process, Governance clearance, Peer Code reviews, Unit Test Results, Code deployments, Code Security Scanning, Confluence Jira/Kanban stories. Strong attention to detail during root cause analysis, SQL query debugging and defect issue resolution by working with multiple business/IT stakeholders. Qualifications: Education: B.S. degree (or foreign education equivalent) in Computer Science, Engineering, Mathematics, and Physics or other technical course of study required. MS degree strongly preferred. Experience: A minimum of 5 - 8 years of experience in data integration/orchestration services, data architecture, design, development and implementations and providing data driven solutions for client requirements Experience in Snowflake DWH SQL, SQL server database query/performance tuning. Strong Data warehousing Concepts, ETL tools such as Talend Cloud Data Integration tool. Exposure to the financial domain knowledge is considered a plus. Cloud Managed Services such as source control code Github, MS Azure/Devops is considered a plus. Experience with Qlik Replicate and Compose tools (Change Data Capture) tools is considered a plus Exposure to Third party data providers such as Factset, Opturo, Bloomberg, Reuters, MSCI and other Rating agencies is a plus. Supervisory Responsibility: Individual Contributor Team Lead Manager of Managers Travel: May be required on a limited basis.

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. About FactSet FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. VALUES THAT DEFINE OUR CULTURE We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe. Our inclusive work environment maximizes our diversity values, engagement, productivity, and ultimately makes FactSet a fun place to work. Process Brief The primary function of this position is to perform various tasks related to the production & distribution of Portfolio & Benchmark performance, risk statistics, characteristics, & reporting. The individual will work under minimal supervision. Candidate will be a key resource in process improvement & building strong relationships with client and offshore teams, internal product, and engineering teams. Serves as a first level escalation point for client inquiries regarding the nature of investment products and their portfolios along with inquiries related risk numbers. The role requires growing expertise in the fixed income risk domain including a solid understanding of portfolio and security level risk modeling techniques, the sources of tracking error, and how the data quality of model inputs (example terms and conditions, pricing) can impact the quality of the analytics and risk model results. What You'll Do Conduct independent research to resolve issues in quantitative and qualitative scope for the major asset classes on different markets (exchange-traded or OTC). Understanding and applying knowledge of different asset classes valuation, pricing, and terms and conditions regularly. Also, understand the modeling of private assets or OTC instruments. Prepare performance analysis reports for institutional clients and investment managers globally across multiple asset classes. Perform analysis of the portfolios to explain the portfolios’ return attribution and characteristics. Deep dive into portfolio analytics for client portfolios, run stress testing, custom scenario analysis, calculate VaR at security and portfolio level, etc. Perform ad hoc analysis when given specific requirements and market conditions. Respond to basic, specific requests for risk statistics information. Respond to requests for data quality from internal stakeholders or clients. Understand and monitor critical client workflows, ensuring the clients daily deliverables are met. Basic working knowledge of Python and SQL. Team player who must show the willingness to work with global teams across time zones. Eligibility Criteria Bachelor's Degree + MBA (Finance) with 1-3 years of experience in the financial services industry. Working towards CFA/FRM certification will be an added advantage. Strong understanding of equities, fixed income, and derivatives products. Articulate communicator, with excellent language skills – both oral and written. Exceptional analytical and problem-solving ability. Ready to work in a hybrid model What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Learn more about our benefits here . Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. Company Overview: FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on LinkedIn . Ex US: At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law Company Culture and Benefits: At our organization, we foster a collaborative and inclusive culture that encourages growth and innovation. We offer competitive benefits and provide ample opportunities for professional development, paving the way for exciting career advancement within the Financial-Technology industry. Diversity At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Returning from a break? We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. Company Overview: FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn . At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

Job Title - Associate (Qual+Quant) Experience Level - 2 to 4 Years Department – Investment Banking Location – Gurugram Job Summary Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Gurgaon. Key Responsibilities Play a key role in the origination, generation & evaluation of ideas / opportunities, and execution of transactions and working across broad scope of assignments across multiple geographies and sectors Conduct deep dive research and analysis on various industries including TMT, Industrials & Consumer, among others Working on company profiles (ranging from strips / thumbnails to one-page summaries to detailed ones), potential targets / buyers / M&A screening, Pitch book update and other adhoc research Take ownership of sophisticated financial models, company valuation, trading/ transaction comparable, ratio analysis, financial performance analysis, etc. Structure and/or supervise presentations and projects / transactions related documents Benchmark companies on various financial and operating parameters to analyze the competitive positioning Exhaustive secondary research (through databases, general secondary sources, journals, annual reports, company websites, government and ministry websites) Communicate with current & potential clients regarding projects structuring, timelines and clarifying queries Industry screening on pre-defined criteria to create a shortlist Financial analysis with extensive use of databases, filings and other company documents Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Presenting findings of analysis to clients, team members and senior management Conducting detailed quality checks of all outgoing materials Ability to work individually and in the team Key Competencies MBA (Finance) / CA / CFA Experience of 2-4 years in Investment banking division of a bank, boutique firm, KPO, consultancy and advisory firm Should have good knowledge, understanding and working experience of industry research, company profiles, case studies, potential targets / buyers / M&A screening, company valuations and financial performance analysis Strong finance fundamentals and knowledge of financial terminology Excellent working knowledge of databases such as Bloomberg, Capital IQ, Thomson Reuters, FactSet, Pitchbook, CB Insights, etc. Excellent written and spoken communication skills MS Office skills - should be proficient in MS PowerPoint, MS Excel, and MS Word Exposure to handle client relationships Ability to work independently and effectively under tight deadlines

The Role We are seeking a highly skilled and a talented individual to join our Debtwire and Credit Rubric Research teams in Mumbai. As a Credit Analyst, you will provide in-depth analysis on high yield, stressed and distressed companies, while publishing credit reports, sector reports and various data reports on the same. The candidate needs to be naturally curious and driven to analyze complex situations and be tenacious in obtaining information. He/She must have accounting knowledge, and a good understanding of financial statements: income statement, balance sheet and cash flows. Understanding of debt and equity securities is required. Your expertise will contribute to investment decisions, risk management strategies, and the overall success of our clients, which are corporates, investment banks, investors such as private equity/private credit funds, hedge funds and legal advisors. Key Responsibilities Analyse financial statements: Analyse financial statements, including income statements, balance sheets, and cash flow statements, quarterly, half yearly and annual reports, including press releases to assess the financial health of the companies under coverage. Identify key financial ratios, build financials models, find trends and anomalies that may impact the credit quality. Perform fundamental analysis: Conduct thorough fundamental analysis of companies, focusing on financial statements, capital structure and liquidity, business models and industry trends, competitive positioning, recent events and future plans. Evaluate credit risks, credit ratings and default probabilities to assess the ability of issuers to meet their financial obligations. Conduct industry research: Evaluate the impact of changing economic conditions and market dynamics on credit risk. Stay abreast of industry trends, market conditions, regulatory and economic changes affecting companies, sectors, and the high yield market. Conduct research and analysis on specific sectors and issuers to identify potential risks and opportunities. Attend online conferences and seminars whenever possible. Prepare credit reports: Prepare comprehensive credit reports summarizing your analysis with detailed breakdown of company financials, profitability, liquidity, industry dynamics, capital structure and valuation. Clearly communicate the key factors influencing credit quality, potential risks, valuation and mitigating factors in the report. Ad hoc work: Work on and assist with, various weekly, monthly, quarterly, credit reports and/or special reports, including data reports and ad-hoc projects. The above responsibilities will be given over time depending on performance, quality, ideation and analyst’s ability to do more. Detailed coverage may include 10 companies in one or two sectors, which would change as per market conditions. Qualifications And Skills Required Education: Bachelor's degree in finance, economics, or a related field is required. A master's degree in a relevant discipline or a CFA (Chartered Financial Analyst) designation is a plus. Experience: Preferably 1-2 years of experience as a Credit Analyst, with a focus on high yield bonds. Familiarity with fixed income markets, credit analysis, and bond valuation methodologies is a plus. Lesser experience with impeccable knowledge might be considered. Industry knowledge: Understanding of debt and equity securities and how news impacts prices of financial instruments. Knowledge of high yield bond market, including issuers and market participants and familiarity with credit market trends, yield spreads, and credit risk indicators is a plus. Financial analysis skills: Strong knowledge of accountancy and finance (financial statements: income statement, balance sheet and cash flows) through degree course, work experience or graduate training programme. Ability to interpret complex financial statements, assess credit risk, and understand market dynamics. The candidate needs to be naturally curious and driven to analyze complex situations, should have strong problem-solving and critical thinking skills and be tenacious in obtaining information. Excel skills: Comprehensive knowledge of Excel and ability to use Excel formulas and build models. Proficiency in financial modelling, valuation, credit ratings and risk assessment ratios. Automation and Coding: Have knowledge and understanding of current AI tools, working knowledge of Python (preferred, not required), SQL and PowerBI, with ability to use them to automate wherever possible, including data scrapping, cleaning, storing, and visualizing the same using PowerBI or other tools. Attention to detail: Strong attention to detail and ability to identify and assess risks accurately. Thoroughness in conducting research and verifying data. Written skills: Excellent written and verbal communication skills to present complex credit analysis in a clear and concise manner. Ability to build thesis and articulate a report in a structured way. Ability to read fast and comprehend information, including quarterly and annual reports, and financial & legal terminologies. Teamwork: Reliable, helpful and a team member with good work ethics with ability to work in a team-based environment, with a sense of teamwork and cooperation. Deadline: Ability to manage workflow under strict deadlines. Software Proficiency: Proficiency in financial softwares such as Eikon, FactSet is a plus. About US We’re a diverse group of visionary innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. More than 40% of the world’s largest companies use our solutions. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world. Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk. Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure. With 10,000 employees and offices in more than 40 cities around the globe, ION is a rapidly expanding and dynamic group. Within ION Analytics we help clients find advantage in a world of information overload and fragmented systems. Our business information solutions blend expert journalism and analytics with data to help banks, advisors, investors, law firms and corporations find opportunities in markets ranging from equities and fixed income to infrastructure and private equity. On our platform clients can break through silos to originate opportunities, find buyers, and use resources efficiently, and our advanced workflow automation tools cut through the noise to deliver personalized, targeted information that saves time and effort, and drives better decisions. ION is a rapidly expanding and dynamic group with 13,000 employees and offices in more than 40 cities around the globe, Our ever-expanding global footprint, cutting edge products, and over 40,000 customers worldwide provide an unparalleled career experience for those who share our vision. Show more Show less

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements. Come join us in delivering better outcomes for our clients around the world! The Investment Risk Team's primary function is to provide the second line of defense for Investment Risk. We are looking for an Investment Risk Manager to join the Investment Risk Team in India. The primary function of this position is to assess daily derivative usage and liquidity across FT funds, leverage the technical skills to enhance the team's data analytics capabilities. The candidate is expected to achieve Business Intelligence and Engineering by understanding existing internal tools and data warehouses and to identify data quality and reliability improvements and to establish best practices. What are the ongoing responsibilities of this position? Identify, monitor, and communicate issues related to regulatory risks. Leverage the technical skills to enhance the team's data analytics capabilities. Assess daily derivative usage and liquidity across FT funds Identify, reconcile and resolve data issues related to derivative and liquidity calculation. Assess and analyse the accuracy and quality of the underlying data and provide commentary for the risk trends. Design, develop, test, automate, and launch new dashboards and reporting solutions across the Regulatory risk team Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date Create and run standard reports and queries Review automated validation controls and complete issue resolution process Respond to ad-hoc requests for portfolio risk statistic information, and perform ad hoc analyses, such as stress tests, sensitivity or hedging analysis given various market conditions Ensure client requirements understood during product launch and account on-boarding and internal systems/processes are updated support requirements Remain current on portfolio and market risk related trends, topics, issues, systems and analytical techniques What qualifications, skills and experience would help someone to be successful? Bachelor’s degree (Master’s preferred) in finance, Computer Science, Mathematics or other quantitative discipline CFA or FRM designation preferred. 5 - 10 years relevant work experience in the Mutual Fund/Financial Services Industry Experience with global regulatory rules including 18f4, SEC 22e-4 and UCITS liquidity requirements. Experience with VaR and other risk metrics Experience in programming languages, preferably VBA or R/Python, Power BI, Tableau or other data visualization tools Experience in SQL experience for data extraction, manipulation and analyses; including complex joins. Experience using financial/risk application/software, Bloomberg, MSCI Barra Risk Model, FactSet, and Morningstar Knowledge of statistical calculations, financial instruments and markets, GIPS Composite Strong verbal and written communications skills Strong attention to details and excellent analytical skills Ability to work independently, perform mathematical calculations (or analysis and to exercise independent judgment consistent with department guidelines Ability to organize and prioritize workflow and to coordinate the work of others Ability to maintain updated knowledge of procedures, products and activities of assigned area Ability to accurately proofread documents and work under pressure, and the ability to perform multiple tasks in a fast-paced, team environment. Job Level - Individual Contributor Work Shift Timings - 2:00 PM – 11:00 PM IST Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Highlights Of Our Benefits Include Professional development growth opportunities through in-house classes and over 150 Web-based training courses An educational assistance program to financially help employees seeking continuing education Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents) Life insurance for protection of employees’ families Personal accident insurance for protection of employees and their families Personal loan assistance Employee Stock Investment Plan (ESIP) 12 weeks Paternity leave Onsite fitness center, recreation center, and cafeteria Transport facility Child day care facility for women employees Cricket grounds and gymnasium Library Health Center with doctor availability HDFC ATM on the campus Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response. Show more Show less

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. About Factset FactSet combines hundreds of databases into a single, powerful information system. It is a one-stop source for financial information and analytics for business analysts, portfolio managers, investment bankers/management firms and other financial professionals to analyze companies, portfolios, markets & economies. FactSet was formed in 1978 and operates out of 64 locations worldwide. FactSet with over $1.5 billion in annual revenues is headquartered in Norwalk, Connecticut and employs nearly 10,000 people worldwide. Our operations extend within North America, Europe, and the Pacific Rim. Since 1996, the Company has been publicly traded on the New York Stock Exchange under the symbol FDS. VALUES THAT DEFINE OUR CULTURE We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe. Our inclusive work environment maximizes our diversity values, engagement, productivity, and ultimately makes FactSet a fun place to work. DEPARTMENT BRIEF: Data Solutions Organization (DSO) is the industry-leading content delivery platform. Clients seamlessly access organized and connected content that is easily discoverable, explorable, and procured via the Open: FactSet Marketplace. Data is delivered via a variety of technologies and formats that meet the needs of our client’s workflows. By enabling our clients to utilize their preferred choice of industry standard databases, programming languages, and data visualization tools, we empower them to focus on the core competencies needed to drive their business.. Our solutions portfolio includes Standard Data Feed, Data Exploration, OnDemand (API), Views, Cornerstone, Exchange Data Feed, Benchmark Feeds, the Open: FactSet Marketplace, Quantopian Enterprise, and other non-workstation initiatives. The DSO Product Management team is looking for a Senior Product Specialist to contribute to product management and support. In this role, you will be expected to understand DSO products and delivery technologies comprehensively, be a key contributor to defining and expanding the available product packages, and enhance and add features that provide connectivity, scalability, and enhanced usability. You will work closely with a broadly distributed group of Content, Product, Strategy, Sales & Support and Engineering. JOB RESPONSIBILITES: You will work on Content API products as a Senior Product Specialist (SPS). You will work closely with a broadly distributed group of engineers, strategy, sales, and support specialists, data content analysts, and quality assurance personnel. PS will work as a key product lead to further expand and support the OnDemand product line. Act as the product lead for the Content APIs Actively participate and contribute to internal and external calls to understand client requirements/issues and current priorities. Understand the product strategy and help develop solutions that will help us deliver on strategy. Work with internal stakeholders to ensure timely delivery as agreed upon. Manage the group’s daily inflow of DSO product requests and guide them to a meaningful and timely resolution Research and prioritize questions, bugs, and enhancement requests that come through RPDs or Issue Trackers. Communicate with the support team regularly to gather feedback on client issues and activity Perform operational tasks including initial client setup, Notify announcements, and account maintenance. Document new releases and update training and marketing materials to communicate application features and benefits Identify recurring issues/requests and make recommendations for feature enhancements Collection of metrics for product usage, issues reported time to first response, time to resolution, etc. Coach and train junior team members Required Skills: Undergraduate/Master’s degree in Finance or Information Systems Strong technical and business skills (including presentation and communication Basic understanding of the Global Investment Industry and Enterprise Data Delivery solutions Professional experience and competency in three or more of the following: Log design and troubleshooting Technical QA methodology Programmatic APIs, RESTFul APIs Specification writing / technical documentation FQL, Kibana, Jenkins and GitHub Intermediate Python knowledge, R, Matlab Testing using Postman and CI/CD tools like Jenkins Able to understand a complicated technical product line, while being able to manage the complicated business rules surrounding these products Ability to work on multiple projects with shifting priorities. Self-disciplined and motivated work ethic. Ability to see projects through from start to finish. Highly Desired Attributes: Knowledge or experience with Enterprise software from FactSet, CapIQ, Thomson Reuters or Bloomberg Knowledge of financial databases used in financial markets Experience with creating and maintaining product documentation Proven track record of guiding large projects to success Strong QA skills including planning, exploratory testing, defect reporting and troubleshooting. Company Culture and Benefits: At our organization, we foster a collaborative and inclusive culture that encourages growth and innovation. We offer competitive benefits and provide ample opportunities for professional development, paving the way for exciting career advancement within the Financial-Technology industry. Diversity At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Returning from a break? We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. Company Overview: FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. Show more Show less

The Fund Accounting Analyst is an intermediate level position responsible for participating in a variety of fund valuation activities in coordination with the operations - Transaction Services team. The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution of associated unit prices. You will be part of the middle office operations team providing performance calculation and attribution analysis for our clients in the region. As a Team leader, you will be responsible for ensuring that you are producing and validating performance returns, risk and attribution reports. You will be responsible for reporting all the MIS for operation as well as for team management. Responsibilities: Manage your team deliverables and ensure that all are completed as per the agreed SLA and 100% accuracy. Identify training needs of your team members and provide it to the team members as per requirement. Producing, reviewing and validating portfolio account performance calculations and performance reports associated with accounts, composites and managers Creating customized reporting based on clients’ requirements; maintain, produce and review client composites according to SLAs and GIPS standards Participating in department projects and ensuring completion, as well as assist new clients on boarding and implementation processes Provide scheduled/Ad-Hoc reports or MIS to Management as and when required. Reviewing, updating and implementing new processes and procedures as required, to enhance operational controls Interfacing with performance and index vendors Experience in resolving data issues using Accounting systems and ability to understand the flow between accounting and performance systems. Qualifications: 5-7 years of relevant experience in performance measurement operations or experience with account/security level performance in a related field Experience in accounting, finance, or business-related area. Understanding of Global Investment Performance Standards (GIPS) Experience in fund administration, change management, and/or project management. Understanding of Segment, Security and Attribution Performance Reporting Understanding of fixed Income instruments, analytics and attribution reporting. Consistently demonstrates clear and concise written and verbal communication Hands on Experience on Performance Tool like FactSet, Bloomberg, StatPro Performance System Experience – FactSet/StatPro/Aladdin (Preferred) Education: Bachelor’s degree/University degree or equivalent experience - MBA Finance CFA/FRM/CIPM qualified, pursuing - preferred ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Fund Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. Show more Show less

This role would involve supporting a large global private equity client with: Company and Industry Analysis : Company profiling and analysis and market assessment and analysis such as market size, historical and projected growth rates, emerging market trends, key drivers, etc. Industry Dashboards : Periodic monitoring of key industry drivers and performance indicators for specific industries Quantitative Skills : Quantitative support including industry or market analyses, competitive benchmarking and opportunity assessments. Valuation analysis through income method and multiples driven technique (Relative Valuation analysis) Portfolio Company Monitoring : Periodic tracking of business and financial performance indicators of portfolio companies and benchmarking those with their peer group for timely identification of upside and / or downside triggers Project Execution : Project structuring, planning, conceptualizing output Client Management : Understanding project request, discuss project, negotiate deadline, handling client queries Required Background 2-3 years of experience in strategy consulting/investment banking/private-equity/research sectors Experience in quantitative analysis including understanding of financial statements, and well versed with comparable company valuation including trading & transactions comps, benchmarking etc. Candidates with prior experience of working on the databases including Factset, Bloomberg, CapitalIQ and Factiva will be preferred CFA, Chartered Accountant, MBA from a top tier business school Strong business fundamentals and knowledge of business analysis skills Experienced in MS office; especially Powerpoint and Excel Strong written and verbal communication skills Ability to work effectively under tight deadlines Dedicated and motivated individuals having demonstrated academic excellence with strong analytical, communication and teamwork skills Show more Show less

Job Description Description for Internal Candidates The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Bangalore, Hong Kong, and other major financial centres around the world. Divisional Overview Global Banking & Markets (Private) works on some of the most complex financial challenges and transactions in the market today. Whether advising on a merger, providing financial solutions for an acquisition, or structuring an initial public offering, we handle projects that help clients at major milestones. We work with corporations, pension funds, financial sponsors, and governments and are team of strong analytical thinkers, who have a passion for producing out-of-the-box ideas. The Information Services Group (ISG) provides research and data expertise to global Investment Banking. Role Overview ISG’s responsibilities broadly involve receiving financial and market data/ research requests from IB analysts and associates and providing the same from proprietary and third-party databases. The function includes interpreting the request, understanding the deadline, identifying the database best suited for the job, retrieving the data, reviewing the data for any apparent anomalies, and charting or presenting the data in agreed formats. ISG provides research expertise across seven industry groups, which are Technology Media & Telecom, HealthCare, Industrial, Real Estate, Natural Resources, Retail, and Financial Institutions. Job Responsibilities Liaise with IB deal teams to ensure an exact understanding of requirements and provide standard outputs, sourcing the required data from databases Ensure deliverables are completed in a timely manner and adhere to quality standards Develop and maintain relationships with IB Analysts and Associates across regions Develop models/ templates that could provide quality outputs efficiently Develop expertise in databases and comprehend financial information to cater asks & queries effectively Establish effective communication with banking team to minimize iterations Basic Qualifications Master’s degree in Finance, Business, Economics and / or relevant field Minimum 2 years of relevant work experience Strong communication and interpersonal skills Understanding of Microsoft Office products, tools, and utilities for business use Highly organized with attention to detail and follow-through Team player with positive attitude and strong work ethic Preferred Qualifications Excellent academic credentials Experience with third party databases like Factset, Refinitiv, Capital IQ and Dealogic is a plus Interest in financial markets and familiarity with emerging businesses, economic and industry trends Ability and dedication to meet strict and aggressive deadlines Ability to work in a fast-paced environment Ability to effectively interact and build relationships with seniors and global stakeholders Analytical mindset with an eye for detail Show more Show less

About The Opportunity Job Type: Permanent Application Deadline: 30 June 2025 Job Description Title Senior Associate - Investment Research Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead / Associate Director, Investment Research Level Research Analysis - 4 We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like you’re part of something bigger. About Your Team Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts. About Your Role The job involves providing comprehensive research support to FIL’s Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of the Industrial Sector from the perspective of equity analysis and the broader fundamental research process. Key Responsibilities Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devil’s advocate analysis, etc. Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas Provide quality data and analysis on ESG Be a strong subject matter expert Keep abreast of trends and developments in the assigned sub sector across geographies Build and maintain strong relationships with clients and within the team Make regular presentations to the team on relevant topics/areas of expertise Experience And Qualifications Required 2 to 5 years’ work experience in Investment Research Understanding of the Financials sub sectors companies’ equity research, including key drivers, dynamics, trends, and emerging themes, would be advantageous. Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy; Diligence and hard work Database skills - Bloomberg, TR Eikon, FactSet and other financial databases Excellent relationship management and strong communication and presentation skills Education MBA or Master’s in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred Feel rewarded For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. Show more Show less

Designation - Senior Associate Skills - Qual + Quant Responsibilities Supporting our clients on multiple industries including Consumer, IT/ BPO, Telecom, Real Estate, Energy & Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG Preparing pitch books, information memorandums, industry studies, company profiles, company focused discussion documents related to various industries Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking etc. Meet project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Conducting analysis & performing quality control check of the outgoing reports / packs Other activities include structuring deliverables & developing new capabilities / new research products Demonstrate strength and experience in client / requester relationship building and management, information / knowledge needs assessment Required Background Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.) Minimum 2-3 years of experience in the Investment banking space Strong statistical and analytical skills to assess the economic performance / analysis of companies and industries for clients The candidate should have the ability to work independently and possesses the management / leadership skills to run the research on a day-to-day basis Excellent written and spoken communication skills with experience in Client handling Working knowledge of databases such as Bloomberg, Capital IQ, Thomson Research, FactSet etc. Should be well versed with MS Office suite specially Microsoft Excel, Word and Power Point Show more Show less