227 Factset Jobs - Page 6

Designation - Delivery Lead Skill Set - Qual + Quant Location - Bangalore Responsibilities- Supporting our clients on multiple industries including Consumer, Industrials, Telecom, Real Estate, Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG, Services Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, etc. Preparing pitch books, Information memorandum (IMs), industry research, deals & peers screening, company profiles and company focused discussion documents related to various industries. Meeting project timelines and quality of deliverables in a manner to ensure high client satisfaction” Conducting quality control check of the outgoing reports / packs Engaging client independently on calls and e-mails Scoping the new projects, structuring deliverables/new research products Producing high quality informative and visually appealing presentations and deck Demonstrating strength and experience in client / requester relationship building and management, information / knowledge needs assessment Required Background- MBA/ CFA/ CA with 5-8 years of experience in the Investment banking space Experience of working Investment banking projects, including Financial Benchmarking, Trading & Transaction Comps, Modelling Sanity , Pitch book / IM support and company profiles. Macro-economic and industry overviews with experience working across various industries. Target identification, Trading and Transaction comps o Benchmarking, Ratio analysis. Should be able to work independently, with minimal guidance and support. Prior experience in handling clients directly through calls / mails. Excellent written and spoken communication skills . Should be well versed with MS Office suite specially Microsoft Excel, Word, and Power Point . Working knowledge of database such as Bloomberg, CapitalIQ, Factset, Thomson, etc

Responsibilities Supporting our client in Metal & Mining sector and prepare pitch books, industry decks, deals and peers screening, company profiles, ad-hoc and company focused discussion documents related to healthcare and allied sector Preparing financial analysis including trading / transaction comparable, operational / financial benchmarking, valuation analysis etc. Assist in preparing Pitch books including industry overview, company profiles, management biographies, broker outlook, share price performance analysis, deal case studies, peer valuation multiples etc. Engage client independently on calls and e-mails Produce high quality informative and visually appealing presentations and deck Excellent working knowledge of market database tools e.g., FactSet, Capital IQ, Thomson One, Orbis, Merger Market, Evaluate Pharma, Pitchbook etc. Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Conducting analysis & performing quality control check of the outgoing reports/packs Required Background Post-Graduation in Finance (MBA, CFA, CA etc.) or equivalent qualification Relevant experience of 4-6 years supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm Experience on working primarily qualitative work as well as quantitative work 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 Sound knowledge and relevant work experience on industry and macro-economic overviews/ studies, competitive landscape, detailed company analysis, current market knowledge Ability to work on complex jobs independently Expert knowledge on sector and country-specific data sources, such as Factset, Pitchbook, Orbis and Merger Market Strong communication skills to engage with the client and managing workflow MS Office skills - should be excellent in MS Excel, MS PowerPoint, and MS Wor d Show more Show less

Key Roles & Responsibilities Support a global buy side credit research team Carry out fundamental analysis of companies by preparing and update credit models including peer analysis, relative value analysis and calculations of key credit quality determinants. Write credit memos/investment thesis for companies under coverage Preparing thematic presentations and industry decks, such as those highlighting key sector trends, emerging risks, or potential turnaround candidates The role requires regular surveillance of the assigned portfolio by proactively tracking the company events (including quarterly earnings, regulatory updates), peer group and other industry information sources Quickly develop understanding of the operating and financial metrics relevant for any new sector in coverage Engage with client teams proactively and independently. Suggest and discuss new ideas on improving research outcome and processes Establish and maintain consistent standards and processes in credit analysis Experience in distressed debt/recovery analysis/relative valuation of bonds will be an added advantage Use data sources such as Factset and Bloomberg FUNCTIONAL & BEHAVIOURAL KNOWLEDGE Very strong quantitative skills are essential given the job also requires managing and analyzing large amounts of data while building new models. Detail-oriented, with a keen interest in financial markets. Keen interest to take a deep-dive into Credit analysis. Able to work under pressure and tight deadlines Communication skills must be excellent in order to explain products and deliverables to Credit analysts Background in conducting credit analysis of corporates Should be capable of multi-tasking and handling projects with tight deadlines Ability to think and work independently Minimum & Preferred Education MBA (Finance) from reputed institute / CA / CPA is essential Progress towards CFA (US) would be preferred Minimum & Preferred Experience / Skills Prior experience of minimum 5 years in credit research LOCATION Mumbai Show more Show less

Position – Business Consultant – Financial Modelling Location – Bangalore Job description : Financial Modelling & Conversion Team provides support on a wide range of LSEG Excel Add-in products. This involves building/converting financial models for our investment banking, sell side research, asset management, government and corporate clients and handling tailored requirements of these global clients. In addition, Business consultant will also develop sophisticated financial models over time. Business Consultant will also ensure that clients derive maximum value from the LSEG Excel based products by crafting custom business solutions. Essential Day-to-Day Responsibilities: Work with Investment Bankers, Portfolio Managers, Research Analysts, internal partners, and clients from different financial segments to build/assist in building financial models within Excel. Build customized financial models and convert/rebuild client proprietary templates originally built in competitor products such as FactSet, Bloomberg, and CapIQ using LSEG Add-ins for both buy side and sell side clients. This includes Eikon, Workspace, DataStream(DFO/AFO) excel add-ins. The Business Consultant should interpret, analyze the users requirements and build financial models. Interact with clients on a need basis, recommend solutions to them and provide support on excel add-in and desktop with regards to navigation, functionality, content, data quality and entitlements. Proactively support all assigned accounts in the use of LSEG Excel based products to promote both increased product usage and further establish LSEG products into a client's workflow. Work with Sales Specialists, CSM’s and Account Managers to support new business generation as well as growth & retention of existing accounts. Provide LSEG Excel Add-ins training to clients via remotely. Work with other teams (Frontline Support, Technical Support, Content, Product management, Account management, Sales Specialists, and Customer success managers) to quickly resolve client issues. Maintain accurate account and end user documentation via FMC management systems. Assist in the continual development and evolution of the Financial Modelling and Conversion Team. Communicate regularly with Product Managers about Client feedback on product/content gaps. Train Associates on products, asset classes, customer workflows. Also, provide cross-training to peers. Willingness and ability to lead critical projects independently or with a small group of Associates. Handle workflow using FMC portal optimally by supervising incoming requests as well as out-going completed requests. Responsible for first-level quality check of all requests completed by Associates and peers wherever applicable. Additional Information: Working Hours: Asia, UK, and US Time Zones. Qualification: MBA with concentration preferably in finance or finance-related major. Candidates pursuing any level of their CFA (AIMR) would be helpful. Required Skills: Experience in Financial modeling is a must as the business consultant is expected to work as a SME and conduct training for new joiners. At least 2 years of financial services industry experience Preferably in Financial modelling. Experience in portfolio management, equity research or investment banking/related functions is desirable. Strong understanding LSEG products such as Workspace, Eikon, DataStream and excel add ins. Meticulous with excellent written and verbal communication skills. Ability to understand global financial language and flex communication style accordingly. MUST have strong analytical skills. Excellent Computer skills - especially Microsoft Excel. Familiarity with financial concepts and sound understanding about global financial markets. Excellent problem-solving skills and willingness to handle sophisticated customer problems independently. Curious and daring to learn and master customer workflows and then visualize, design and implement customized solutions. Ability to meet deadlines and expected levels of service quality. Ability to work on multiple tasks simultaneously and deliver all of them within the timeframe, by meeting desired service expectations. LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership , Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions. Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity. LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives. We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject. If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice. 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. 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 $1.3 billion in annual revenues, is headquartered in Norwalk, Connecticut and employs nearly 9800 people worldwide. Our operations extend within North America as well as Europe and the Pacific Rim. Since 1996, the Company has been publicly traded on the New York Stock Exchange under the symbol FDS. The Benchmark Client Support team responds to client questions about benchmark content used across performance, risk management, compliance, research, and client reporting workflows. Our team is dedicated to innovation and to providing best-in-class support for our continually growing user base. We focus on third party index datasets sourced from over a hundred index providers including Bloomberg, S&P Dow Jones, FTSE Russell, MSCI, IHS Markit, NASDAQ, Euronext, and many others. On a daily basis, we work with FactSet's Sales and Consulting teams to support client requests and work closely with our Content Collection and Content Integration Engineering counterparts to support new content and develop new ways of surfacing data – all with a focus on usability and discoverability. The Content Specialist will be providing effective and polite support to customers in relation to our products through a ticketing system. This includes active focus on enquiry resolution, a positive client centric demeanor and ensuring that all the vital action is taken to resolve a customer’s enquiry. Job Responsibilities: Develops an understanding of clients’ needs and workflows for specific product/content area. Contributes to remediating topics around index methodology including documenting findings and providing background analysis, troubleshooting, and testing. Correspond with 3rd party data suppliers to query data integrity issues. Contributes to ad-hoc projects. Effectively communicates data integrity fixes with appropriate content and engineering team and follows through until resolution. Call out problems affecting several customers or influencing the timely resolution of one customer’s enquiry. Recognize and raise recurring problems, inferior processes, or outdated procedures. Job Requirements Bachelor’s degree required (in Finance, Economics, Accounting or equivalent) Advanced degree preferred Effective verbal and written communication skills Strong analytical, problem solving skills Ability to work independently Quick learner; ability to apply skills and past experiences in new situations Has a basic understanding of indices/benchmarks Knowledge of the financial industry, a big plus 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 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

Investment Banking – (2-5 Years) - Analyst/Senior Analyst RCK Analytics is looking for an experienced Analyst/Senior Analyst in our Investment Banking practice. Job Description: Ø Provide deep insights on the sectors and companies under coverage for our global clients. Ø Create company profiles, executive summaries, competitive landscapes, investment decks, industry reports, financial analysis and benchmarking, information memorandums, newsletters, pitchbooks, idea generation, etc. Ø Maintain target industry’s key databases, handle ad-hoc research requests as per client requirements Ø Creation of valuation models including but not limited to merger models, LBO models, DCF valuation, capital structure modelling, etc. Ø Client communication for project execution and ensuring quality delivery Ø Be responsible for quality checks and client deliverables Requirements: Ø Education: CFA/MBA (Finance from the reputed premium institute) Ø Minimum 2 to 5 years of experience in investment banking Ø Excellent verbal and written communication skills in English Ø Knowledge of databases such as Factset, YCharts, Bloomberg, CapIQ, Reuters, and Mergermarket Ø Ability to manage multiple projects with quick turnaround times and ability to follow deadlines, and willingness to learn Additional Information Work Location: Wakad, Pune, Maharashtra Remuneration: As per the Industry How to apply: Feel free to share your CV at hr@rckanalytics.com About Us RCK Analytics provides world-class custom equity research, investment research, PE/VE research support, Investment Banking support, analytics, and assurance services to global clients. We work with financial and investment companies, private equity, asset management and hedge funds, investment banks and broking houses, market research firms, consulting firms, and various sector corporates. The environment at RCK Data Analytics encourages not only best performance, hard work and commitment but also have fun and work life balance. We promote an open, transparent and performance-based culture in our organization. We provide regular training and feedback to people to ensure consistent performance, skill-set enhancement and systematic growth. Show more Show less

Investment Banking Analyst/Senior Analyst (2-5 Years) RCK Analytics is looking for an experienced Analyst/Senior Analyst in our Investment Banking practice. Job Description: Ø Provide deep insights on the sectors and companies under coverage for our global clients. Ø Create company profiles, executive summaries, competitive landscapes, investment decks, industry reports, financial analysis and benchmarking, information memorandums, newsletters, pitchbooks, idea generation, etc. Ø Maintain target industry’s key databases, handle ad-hoc research requests as per client requirements Ø Creation of valuation models including but not limited to merger models, LBO models, DCF valuation, capital structure modelling, etc. Ø Client communication for project execution and ensuring quality delivery Ø Be responsible for quality checks and client deliverables Requirements: Ø Education: CFA/MBA (Finance from the reputed premium institute) Ø Minimum 2 to 5 years of experience in investment banking Ø Excellent verbal and written communication skills in English Ø Knowledge of databases such as Factset, YCharts, Bloomberg, CapIQ, Reuters, and Mergermarket Ø Ability to manage multiple projects with quick turnaround times and ability to follow deadlines, and willingness to learn Additional Information Work Location: Wakad, Pune, Maharashtra Remuneration: As per the Industry How to apply: Feel free to share your CV at hr@rckanalytics.com About Us RCK Analytics provides world-class custom equity research, investment research, PE/VE research support, Investment Banking support, analytics, and assurance services to global clients. We work with financial and investment companies, private equity, asset management and hedge funds, investment banks and broking houses, market research firms, consulting firms, and various sector corporates. The environment at RCK Analytics encourages not only best performance, hard work and commitment but also have fun and work life balance. We promote an open, transparent and performance-based culture in our organization. We provide regular training and feedback to people to ensure consistent performance, skill-set enhancement and systematic growth. 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. DEPARTMENT BRIEF Client Services Engineering (CSE) performs a number of important roles at FactSet, including engineering solutions for our clients as well as internal solutions for the Sales, Consulting, and support teams. CSE's Production Services team is looking for a hard-working and out-of-the-box thinker who can help drive the success of these client-facing solutions and leverage their experience to bring new ideas and opportunities to the table. Job Responsibilities Full stack development (frontend, backend, and database) on client-facing systems as well as any related services Identify new technologies or processes that can better the solutions we provide to our clients Collaborate with other FactSet teams to source and surface data within our applications Work closely with other team members to establish and promote best development practices Job Requirements B.Tech/B.E or M.Tech/M.E or MCA in Computer Science or related field 3-5 years of relevant industry experience Strong communication, organization, and interpersonal skills Strong problem-solving and analytical skills Self-motivated and able to work both independently or with a group Desire to drive success at the team, organization, and company levels Proficiency in HTML, CSS, and JavaScript Experience with API development, writing secure code, and effective code debugging Experience with Vue.js or Angular.js or React.js for frontend development Experience with .Net core environment for backend development Experience with relational databases such as Postgres or SSMS is a plus Experience with GitHub Actions CI/CD, especially in configuration and troubleshooting 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

The Corporate Strategy team works with senior leaders to help define the strategic direction of Thomson Reuters and translate the strategy into specific plans. We are seeking a Strategy Manager / Senior Strategy Manager to join the team and work on varied projects across Thomson Reuters, including in the corporate center and in the operating businesses (Legal Professionals, Corporates, Tax Professionals, Global Print and Reuters). This highly-visible role will provide the candidate with significant opportunity to advance within the Strategy organization or into other positions across the company About the Role: Support delivery of competitive insights and strategy projects. Develop expertise in Thomson Reuters segments and establish Subject Matter Expertise. Help shape competitive insights agenda for segment leadership and become a thought leader. Nature of Work Identify and evaluate emerging trends/ practices around customers, vendors, technology, regulations, macro-economic situations, etc. Carry out complex research and analysis to assess the impact of market developments on Thomson Reuters business. Deliver precise, cogent and meaningful artifacts, both recurring and one-off. Make compelling presentations to stakeholders across the globe. Develop strong relationships with stakeholders from other functions About You: Required Skills (Must have) Strong analysis, problem-solving, structuring, and storytelling skills. Proficient in communicating data through PowerPoint, Word, Excel. Ability to work in a global context and leverage domain experience of cross functional teams. Ability to thrive in unstructured/vague environments. Excellent communication skills, both oral and written. Exposure to information industry terminology and an understanding of the operation of Thomson Reuters customer markets. Strong command over market research methodologies- desk research, expert interviews. Comfort with working with executive leadership teams. Education and Necessary Industry Experience Masters in Business Administration. Engineering degree preferred. 8-12 years of experience in market intelligence / Strategy / Consulting. #LI-AM1 What’s in it For You Hybrid Work Model We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected. Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance. Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future. Industry Competitive Benefits We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing. Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our valuesObsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together. Social Impact Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives. Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world. About Us Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news. We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound excitingJoin us and help shape the industries that move society forward. As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here. Learn more on how to protect yourself from fraudulent job postings here. More information about Thomson Reuters can be found on thomsonreuters.com.

Conducted commercial due diligence and market study Supporting the origination of investment opportunities in Private Equity Building financial models Performing valuation analyses, including comparable transactions and Private trading companies Required Candidate profile Should have Min 3 Years exp in Merger and Acquisitions Analytical, combining both quantitative & qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg etc CFA Qualified preferred

Job Description The Goldman Sachs Group, Inc. (GS) 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 theworld. Divisional Overview The Global Banking & Markets Division (GBM) strives to provide best-in-class advice and execution excellence on complex transactions across mergers and acquisitions and financing (including equity offerings, debt issuances and derivativetransactions) Role Overview The Core pod will reside in the IB Finance group within the Global Banking & Markets Division andis responsible for maintaining client data & data from vendors for internal strategy creation andreporting. Job Responsibilities Review transactions flowing from external sources such as CapIQ, SDC, Dealogic,FactSet etc. Create companies transacting in market and maintain data relatingclients Ensure accuracy of company details, region, industry classification and GS teaminformation. Work with Global CFO’s and Business Unit Managers & Leadersto have updateddetails. Link GS projects with the deals where GS is an advisor/bookrunner. Investigate, validate and update ownership structure both Strategic and Sponsor per market updates from vendor sources (CapIQ,Dealogic, LCD, Merger Market, FactSetetc.) Updating public and private financials for companiesassociated with priceddeals. Using MSA Data to create tableau Dashboards for Data accuracy and strategydevelopment. Understand what the CFOs requirements are from a management reporting perspective and assist with respect to League Tables, Lost Business, Coverageand other aspects of divisional and regionalreporting. Basic Qualifications Strong communication and interpersonalskills Excellent understanding of Microsoft Officeproducts Ability to multi-task and work with numerous teams Strong analytical skills with high attention to detail and dataaccuracy Basic Knowledge ofTableau Preferred Qualifications Understanding of Global Banking & Markets Division specific marketupdates Good business judgment and the ability to work under pressure and meet tight deadlines Show more Show less

Who are we? Gain.pro is on a mission to serve everyone who wants to find, understand and track the companies that matter to them. Our platform empowers investors, advisors, and C-suite executives with the deepest private market insights, combining human curation with GenAI for faster, data-driven decisions. We serve 100% of MBB/Big-Four advisories, clients representing over $1 trillion of private capital and more than 70% of the top-20 global M&A houses – including blue chip firms such as Blackstone, Goldman Sachs and McKinsey. With an NPS of >80, we lead the market on customer satisfaction and strive for excellence in everything we do. Operating globally with offices in Amsterdam, London, Frankfurt, Warsaw, Bangalore and (soon) New York, Gain.pro is one of Europe’s fastest growing businesses, recognized in the Deloitte Technology Fast 500 EMEA 2023 and the 8th edition of FT1000: Europe’s Fastest Growing Companies. What will you do? Be an integral part of the founding team of a dedicated News function within the Private Equity Intelligence group of Gain.pro Monitor various financial news sources, company press releases and market data to identify new M&A transactions and ownership changes, focused on the US to begin with Track, research and validate M&A deals and ownership transactions, including VC fund raises, PE buyouts, strategic acquisitions etc. Accurately input and analyse deal information into Gain.pro platform, ensuring high data quality and consistency Conduct routine checks to ensure data accuracy and keep information updated in a timely manner Support strategic initiatives to improve workflow processes and efficiency Work in close coordination with experienced Private Equity Intelligence News Associates Above all, you will join us on an exciting journey and will have the freedom to leave your personal note in a high-growth scale-up What do you need to join us? Education - you have consistently achieved excellent results with a background in finance, economics, business or a quantitative field (Bachelor's Program) Internship experience or 6 months to 1 year of experience in news & research, with financial database platforms (e.g. Pitchbook, Preqin, FactSet, Bloomberg, Capital IQ) Investment enthusiasm, you showcase a strong interest in private equity and investment banking, and appreciate world-class investment research and in-depth analyses World-class communication skills Bias to action - you get a lot done with minimal effort What do we offer? Opportunity to play a high-visibility role at a high-growth fintech scale-up with an international footprint Clear development path supported by lots of coaching and a feedback-driven approach Excellent and competitive base salary Annual bonus linked to your performance/ OKRs Attractive benefits including remote working allowance, learning & coaching benefits, etc. Fun working atmosphere with company-wide outings and events Above all: the opportunity to carve your signature in a fast-growing SaaS scale-up and be part of a team being built from scratch We are post product-market fit and aspiring unicorn status; this is the right time to come onboard and make that ride with us Does this sound like a perfect match? We are proud of our wonderful product and believe it has lots of potential. We are growing fast and having fun while building our platform and company. Does this sound like a team you would like to become a part of? Reach out – we are excited to get to know you and show you what we do! Gain.pro B.V. with its registered seat in Apollolaan 151, 1077 AR Amsterdam, The Netherlands, or another Gain.pro entity which runs the recruitment process, further called „Gain.pro", is the controller of personal data you submit as part of the job application. Your personal data will be processed for the purpose of conducting a recruitment process for the job position you apply for. If you provide Gain.pro with explicit consent, your personal data will be also processed for the purpose of conducting future recruitment processes. Please read the Gain.pro Privacy Policy to acquaint yourself with how Gain.pro processes your personal data: https://www.gain.pro/privacy-policy/recruitment. 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 creates flexible, open data and software solutions for over 162,000 of investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make crucial decisions. For over 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 37 offices in 20 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 90% of clients who use FactSet continue to use it, year after year. PROCESS BRIEF/ SUB-PROCESS BRIEF FactSet’s Product Development department is responsible for implementing new products and enhancing existing ones. The mission of the department is to deliver simple, world-class solutions by collaborating with clients to understand their needs, with cross-functional project teams to share those insights, and with Sales to bring our solutions to market. The Analytics group develops applications and solutions which facilitate tasks for portfolio managers, researchers, risk analysts, and performance analysts. Group members have strong financial backgrounds and understand the workflow of each of these investment professional types. Job Responsibilities Be the first line of defense to answer questions related to Portfolio Analytics related products from sales/consulting and reconciliation team Identify and respond to client demand for new initiatives and enhancements to analytics solutions Participate in product focused rotations designed to teach the portfolio management process and provide exposure to multiple aspects of the Portfolio Analysis application Develop requirements’ specifications from business requirements and help engineering/QA to understand the same. Work with the design team to develop Portfolio analytics related application’s features Work with engineers to fix bugs, test enhancements, and manage releases and client migrations Work with Knowledge Management team to help write documentation as well as internal and external client communications Work with the Quality Assurance team to help ensure the ongoing quality of the Portfolio Analysis products Actively manage and share ideas to improve work processes and output Desired Attributes –Skills Required, Education & Experiences MBA Finance or master’s degree in some combination Mathematics/Statistics/Finance 2-5 years of experience dealing with portfolio analysis/equity analysis/fixed income analysis at both conceptual and application level Articulate communicator, with excellent language skills – both oral and written Has good understanding of financial clients’ needs and workflows Liaise effectively (both written and oral) with engineers and data providers Ability to work independently and within a group Interest in learning modern technologies/knowledge Basic understanding of SDLC (Software Development Life Cycle) & PDLC (Product Development Life Cycle) Prominent level of motivation Proficiency with Excel Open for flexi hours as per business need 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

Elevate Your Impact Through Innovation & Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision -making. Our team of over 4,500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East, and the rest of Asia-Pacific. Recognized by Great Place to Work® in India, Chile, Romania, the US, and the UK in 2022, we offer a dynamic, growth -oriented, and meritocracy-based culture that prioritizes continuous learning and skill development, work-life balance, and equal opportunity for all. Curious to know what it’s like to work at Evalueserve? About Corporate and Investment Banking & Investment Research (CIB & IR) As a global leader in knowledge processes, research, and analytics, you’ll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory -related projects. Click here to know more about us and below to see our latest rewards and recognitions. Rewards and Recognitions: Private Equity | Credit Portfolio | Lending Services | Lending Tech What you will be doing at Evalueserve Work as an integral part of Private Equity Clients’ deal team and engage in frequent client interactions Analyse and identify potential targets for Private Equity Clients and drive the deal from initiation to end Build and update financial models including LBO and DCF as part of deal valuation and arrive at reasonable purchase price Assist in preparing investment memo (research, analysis, presentation development) Create marketing teasers / Information Memorandum for deals Quarterly update of precedents transactions list, public comps list Create due diligence analysis through slice and dice of data pack received from potential targets Maintain a deal tracker, scan through a data room and track items that have been uploaded / are pending Research on potential funding sources Assist with tracking investor outreach and follow-ups during active fund raises Assist with responding to lender requests and analysing data Assist in updating investor portal Work independently on complex projects and deliver error-free outcomes, while maintaining high levels of efficiency and clear client communication Conduct on-the-job and off-the-job training sessions for new joiners and team members Employee friendly work culture and significant upside of managing multiple teams, driving business development as part of career progression What we’re looking for 3 - 8 years of financial/ private equity research experience with global clients Sound financial modelling skills, quantitative skills and strong in corporate finance skills Strong in creating power point presentations (Teasers/CIM) for deals Excellent written and oral communication skills Proficiency in databases – Factset, CapIQ, Bloomberg, Pitchbook Postgraduate preferably MBA (specialization finance & econometrics)/CFA/CA Disclaimer: The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances. Show more Show less

EPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything we do. We understand the commercial drivers of success and how to support them by allocating capital actively and appropriately. We put our clients first at all times. Our integrated approach supports corporates, entrepreneurs, and investors by providing access to capital, advice, and administration services across our four divisions: • Capital : patient and flexible private capital encompassing early-stage investing, private equity, and SPACs. £1300 million assets under management (“AuM”). • Markets : fund management platform with £250 million AuM across Equities, Fixed Income, Multi Asse,t and Managed Futures strategies. • Administration : full-service outsourced administration platform encompassing Fund Services, Corporate Service,s and Legal Advertising and Public Notice services. £3 billion assets under administration. • Advisory : discrete and independent advice to corporates, families and institutions on large and small transactions ranging from £25 million to £1 billion in value. We believe in the enduring tradition of providing independent and discrete finance and counsel to businesses and the people who create them. This is augmented by a future facing mindset embracing technology and innovation to offer our clients an intelligent and dynamic merchant banking model for the twenty-first century. We are a client-centred, collegiate team for whom intellectual integrity and honest, considered decision making are the guiding principles. Our Values Our Values are at the heart of our activities and are designed to give our clients the same experience across all divisions, products, and locations. • Clients First : we place clients first and commit to delivering excellent service and outcomes across all our activities. We are calm and focused under pressure, balancing long term outcomes with short term needs and seek to deliver on commitments with a sense of urgency. • Intellectual Integrity : intellectual integrity is our true north and forms the nexus of our Values and Investment Principles. Our intellectual integrity means that EPIC is continually searching for the best talent, ideas, and opportunities for our clients. This has allowed EPIC to become a home for people, teams, and organisations who both share and help shape its world view. • Collegiate : our teams are collegiate, with co-operation and collaboration central to our approach. We seek to foster collaboration across our divisions, to unlocking the opportunities of the interconnections across our broad platform. Role Profile: Senior Financial Analyst – Transaction Team. EPIC Investment Partners (“EPIC”) is looking for an enthusiastic and motivated Senior Analyst to join its India team within its private equity and corporate finance business lines. EPIC is a privately-owned, fast-growing investment firm with aggregate assets under management of c.£1 billion. EPIC invests in private equity opportunities with a target size of up to £30 million and advises on corporate finance transactions with a target size of £50 million to £1 billion. Successful candidates would have the opportunity to work on a large range of different corporate finance transactions, with direct participation and responsibility as part of the wider project teams. EPIC is based in London with a growing team in Noida. The role is based in the Noida office, which also serves as the offices of a sister organization EPIC Administration (this role is not within EPIC Administration and is related to corporate finance rather than fund administration/accounting). Members of the team have previously visited London to work directly with the London team members. The Role EPIC is unique in offering cross-disciplinary work experience to employees by providing them with significant experience of deal origination, execution, and client interaction across private equity, corporate finance, and fund placement transactions. EPIC’s highly entrepreneurial culture provides an open, stimulating,g and challenging work environment in which individuals can develop a wide variety of different skill sets and transactional experience. Responsibilities Responsibilities will include: Supporting the origination of investment opportunities, corporate finance and fund placement mandates. Assisting in the preparation of marketing materials. Analysing markets and assessing selected sectors and companies. Building financial models. Performing valuation analyses, including comparable transactions and publicly trading companies. Identifying potential investors and buyers. The position includes on-the-job and regular team training sessions, with a focus on personal and team development. Candidate Profile Self-motivated and diligent in approach, with an interest in building a career in corporate finance. Outstanding communication skills are required, in particular in written material. Proven ability to establish effective relationships and work well within a team (working remotely or working directly with international teams is desirable). Analytical, combining both quantitative and qualitative skills. Proven experience in creation of company profiles, trading and transaction comparable valuation analyses. Skills and Experience Strong academic credentials from a top-tier university. Strong mathematical background, practical experience in corporate finance valuation techniques. Minimum 3-5 Years of prior experience in investment banking, corporate finance, investment management, or transaction accounting. Track record of personal responsibility, in particular working in a project-based environment with tight deadlines, and of delivering to client expectations. Advanced Microsoft Office skills, in particular PowerPoint and Excel. Practical knowledge of FactSet, Capital IQ, Bloomberg, or equivalent databases. Relevant professional certifications or qualifications (e.g,. CFA above Level 2) will support the application. Characteristics Focused on internal and external client needs, delivering on commitments with a sense of urgency Displays intellectual integrity, commerciality and sound judgement A collegiate and clear communicator, building positive working relationships with energy. Location / Hours • Noida. • Shift timings: 13:30 to 22:00 / 11:30 to 20:00 on a [ Weekly rotating basis]. Show more Show less

Join us as a Financing & Risk Solutions Analyst In this crucial role, you’ll work with business management in assessing business performance using various measures including customer satisfaction, revenue and capital efficiency We’ll look to you to support senior originators in building and maintaining the business with target client base This is a fantastic opportunity to hone your skills since you will be developing domain expertise in the businesses, supported through trainings, self-development and internal rotation We're offering this role at senior analyst level What you'll do As a Financing & Risk Solutions Analyst for the bank, you will be supporting the effective management of transactions to make sure that all activities are in line with the bank’s policies covering conduct, operational, credit, and regulatory risks. Additionally, you’ll be preparing analysis, pitching materials, term sheets, post-transaction reviews and other documentation to support origination activities. You’ll also be assisting with client deep dives, navigating the sales coverage teams and gathering feedback from internal client touchpoints. Your Day-to-day Activities Will Be Preparing pitch-books including investor presentations, analysing market dynamics, identifying market trends, generating trade ideas and other marketing materials Preparing corporate finance advisory materials and models covering the US technology space Tracking US and European markets and preparing market update slides on investment grade, high yield and leveraging loan markets Writing weekly market commentary for circulation to clients, updating and maintaining internal databases such as transaction issuance, investor order books, pricing analysis, deal reviews Analysing key financials and preparing peer comparison tables, including spreads and yield analysis and generating trade ideas and identifying arbitrage opportunities The skills you'll need To succeed in this role, you’ll need to be an MBA in Finance or hold a CA, CFA, FRM qualification. You’ll have working knowledge of financial databases like Bloomberg, Intex, Reuters, Factset and Dealogic with an excellent understanding of financial statements, including profit and loss, balance sheet and cash flow statement. Additionally, it will be an advantage if you have already worked in US markets and hold corporate finance or equity research experience, along with knowledge of various debt products and markets. You’ll have strong communication and interpersonal skills with the ability to build relationship with key stakeholders. You’ll Also Demonstrate Experience of working in a daily cash management, fixed income, investment banking or credit research analytics function supporting the debt business Knowledge of investment banking and credit related products Strong knowledge of ratio analysis, key drivers for various sectors, pitch books and basic financial modelling Expertise in Microsoft Office Excellent analytical and numerical skills as well as strong problem solving and logical thinking skills Show more Show less

Job Description The Goldman Sachs Group, Inc. (GS) 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 theworld. Divisional Overview The Global Banking & Markets Division (GBM) strives to provide best-in-class advice and execution excellence on complex transactions across mergers and acquisitions and financing (including equity offerings, debt issuances and derivativetransactions) Role Overview The Core pod will reside in the IB Finance group within the Global Banking & Markets Division andis responsible for maintaining client data & data from vendors for internal strategy creation andreporting. Job Responsibilities Review transactions flowing from external sources such as CapIQ, SDC, Dealogic,FactSet etc. Create companies transacting in market and maintain data relatingclients Ensure accuracy of company details, region, industry classification and GS teaminformation. Work with Global CFO’s and Business Unit Managers & Leadersto have updateddetails. Link GS projects with the deals where GS is an advisor/bookrunner. Investigate, validate and update ownership structure both Strategic and Sponsor per market updates from vendor sources (CapIQ,Dealogic, LCD, Merger Market, FactSetetc.) Updating public and private financials for companiesassociated with priceddeals. Using MSA Data to create tableau Dashboards for Data accuracy and strategydevelopment. Understand what the CFOs requirements are from a management reporting perspective and assist with respect to League Tables, Lost Business, Coverageand other aspects of divisional and regionalreporting. Basic Qualifications Strong communication and interpersonalskills Excellent understanding of Microsoft Officeproducts Ability to multi-task and work with numerous teams Strong analytical skills with high attention to detail and dataaccuracy Basic Knowledge ofTableau Preferred Qualifications Understanding of Global Banking & Markets Division specific marketupdates Good business judgment and the ability to work under pressure and meet tight deadlines 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 (NYSE: FDS | NASDAQ: FDS) delivers cutting-edge analytics, world-class service, comprehensive content, and innovative technology to empower over 218,000 users to identify opportunities and act swiftly. Committed to providing investment professionals with a competitive edge, FactSet offers fresh perspectives, actionable insights, and unparalleled support from its dedicated specialists. Founded in 1978, FactSet operates from 34 offices across 19 countries, employing over 12,200 people globally. With annual revenues exceeding $2.09 billion, FactSet is headquartered in Norwalk, Connecticut. 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 Our clients are increasingly seeking ways to optimize the integration and maintenance of their workflows to free up time, reduce operational costs, and minimize personnel risk. FactSet's Managed Services, leveraging our middle office solutions, allow users to navigate complex workflows, ensure data quality, and access actionable information faster. FactSet’s Performance Managed Services allow our clients to prioritize analysis over data and system upkeep. Our acclaimed Performance Solution assists with scaling operations, managing data ingestion, account configurations, portfolio and security-level validation, and performance and attribution calculation. FactSet’s Risk Managed Services allow clients to determine and adopt risk best practices ranging from advanced data modeling techniques to results interpretation to risk mitigation steps. Our top-tier Risk Analytics equip clients with tools to understand risk drivers and changes. Job Responsibilities Talent Development: Possess expertise or a comprehensive understanding of processes, products, and/or the business to facilitate communication between functional teams, share knowledge, and promote a collaborative approach. Focus on talent retention, effective backup planning, and managing team staffing within respective sub-functions. Maintain team engagement and provide constructive feedback to direct reports and team members to achieve common objectives. Independently develop and report on operational performance metrics and KPIs. Utilize analytical tools and quantitative methods such as trend analysis, forecasting, and optimization to enhance business function performance. Manage workforce efficiently, including capacity planning, leave management, BCP management, time tracking, and KPI monitoring of the teams. Apply knowledge of different asset class valuations, pricing, and terms and conditions regularly. Additionally, understand the modeling of private assets or OTC instruments. Have hands-on experience with Performance & Attribution calculations and assist in analyzing reports for institutional clients and investment managers globally across multiple asset classes. Perform portfolio analysis to explain return attribution and characteristics. Conduct deep dives into portfolio analytics for client portfolios, perform stress testing, custom scenario analysis, calculate VaR at both security and portfolio levels, etc. Ensure client requirements are comprehended during account onboarding and that internal systems and SOPs are updated to provide ongoing support during BAU. Exhibit detailed knowledge of various tools, utilities, and processes used by the team to execute and manage quality assurance processes. Implement Performance Improvement Plans (PIP) when necessary. Eligibility Criteria – Skills Required Preferred: Post-graduate degree(s) and/or certifications like CFA/FRM would be an added advantage. 6-10 years of experience with multi-asset classes, performance, attribution, and risk. 2-3 years' experience managing large or global teams. Experience with "follow the sun" model for global client support. Ability to work in a hybrid setup with more RTO than WFH. Capable of working independently and collaboratively. 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

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. JOB DESCRIPTION: Associate Counsel FactSet is a leader in providing research and analytical tools to finance professionals. FactSet offers instant access to financial data and analytics around the world. FactSet clients combine hundreds of databases from industry-leading suppliers into a single powerful information system. The Associate Counsel will be part of the global legal team based in Manila. The role will have a heavy emphasis on data and software licensing and represents an excellent opportunity for an ambitious and self-motivated lawyer who wishes to learn new skills and work as part of a global legal team. The position will allow a junior attorney to begin taking on responsibilities early in one’s career. The successful candidate will have support from the Manila Legal Team as well as the global Legal Department. The successful candidate will also have a desire to learn about new areas and expand on existing training. Job Responsibilities Drafts and negotiates client license agreements and corporate vendor agreements involving data, software as a product, software as a service, platform as a service, and infrastructure as a service, as well as non-disclosure agreements. Negotiates with international counterparties by corresponding or by teleconferencing. Drives contract lifecycle from drafting through completion of the negotiation process, and/or contract execution. Interprets contracts and advises the product development teams, sales teams, and finance teams in respect of the rights and obligations of parties in agreements. Liaises with Finance, Marketing, Information Security, Compliance, and Human Resources, to ensure enterprise-wide approach in risk management and compliance with common standards. Communicates and works collaboratively across multiple teams as well as providing general support to the Legal team globally. Displays exemplary attention to detail, time management skills, and the ability to prioritize while meeting deadlines. Job Requirements Minimum of 4 years’ experience as a licensed, practicing lawyer, with general commercial and corporate experience including reviewing and drafting commercial contracts. Experience in any of the areas of mergers and acquisitions, financing, software licensing, intellectual property and/or technology is a plus, but not essential. Must have excellent communication skills, demonstrated ability to work collaboratively with colleagues, aptitude to develop sound judgment, capacity to multitask and to quickly develop expertise in new fields of law. Timely responsiveness and accountability to other members of our legal team as well as internal and external clients is a key attribute for success. Provide high-quality support to our global sales team by assisting in customizing contracts and providing guidance on the contracting process. Preparation of various contracts, confidentiality agreements, and any other in-house legal documents using prescribed templates. Document drafting: letters; emails; reports; documents and forms; amending documents; producing presentations and spreadsheets. Learning and understanding company policies to ensure these are met when assisting with contract agreements. Managing and prioritizing own workload to ensure work is turned around within agreed deadlines and timeframes. Candidates must have excellent organizational skills, the ability to organize a varied workload and prioritize tasks to meet agreed-on deadlines, excellent communication skills both oral and written. The ideal candidate is self-motivated, proactive, and able to use their own initiative and must have excellent attention to detail, with the ability to be calm, and retain a professional attitude under pressure. 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

Responsibilities Supporting our client in Metal & Mining sector and prepare pitch books, industry decks, deals and peers screening, company profiles, ad-hoc and company focused discussion documents related to healthcare and allied sector Preparing financial analysis including trading / transaction comparable, operational / financial benchmarking, valuation analysis etc. Assist in preparing Pitch books including industry overview, company profiles, management biographies, broker outlook, share price performance analysis, deal case studies, peer valuation multiples etc. Engage client independently on calls and e-mails Produce high quality informative and visually appealing presentations and deck Excellent working knowledge of market database tools e.g., FactSet, Capital IQ, Thomson One, Orbis, Merger Market, Evaluate Pharma, Pitchbook etc. Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Conducting analysis & performing quality control check of the outgoing reports/packs Required Background Post-Graduation in Finance (MBA, CFA, CA etc.) or equivalent qualification Relevant experience of 6-8 years supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm Experience on working primarily qualitative work as well as quantitative work 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 Sound knowledge and relevant work experience on industry and macro-economic overviews/ studies, competitive landscape, detailed company analysis, current market knowledge Ability to work on complex jobs independently Expert knowledge on sector and country-specific data sources, such as Factset, Pitchbook, Orbis and Merger Market Strong communication skills to engage with the client and managing workflow MS Office skills - should be excellent in MS Excel, MS PowerPoint, and MS Word

Responsibilities Supporting our client in multiple sectors such as Healthcare, TMT, Consumer, FIG, Energy , Infra etc sectors and prepare pitch books, industry decks, deals and peers screening, company profiles, ad-hoc and company focused discussion documents related to healthcare and allied sector Preparing financial analysis including trading / transaction comparable, operational / financial benchmarking, valuation analysis etc. Assist in preparing Pitch books including industry overview, company profiles, management biographies, broker outlook, share price performance analysis, deal case studies, peer valuation multiples etc. Engage client independently on calls and e-mails Produce high quality informative and visually appealing presentations and deck Excellent working knowledge of market database tools e.g., FactSet, Capital IQ, Thomson One, Orbis, Merger Market, Evaluate Pharma, Pitchbook etc. Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Conducting analysis & performing quality control check of the outgoing reports/packs Required Background Post-Graduation in Finance (MBA, CFA, CA etc.) or equivalent qualification Relevant experience of 4-6 years supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm Experience on working primarily qualitative work as well as quantitative work 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 Sound knowledge and relevant work experience on industry and macro-economic overviews/ studies, competitive landscape, detailed company analysis, current market knowledge Ability to work on complex jobs independently Expert knowledge on sector and country-specific data sources, such as Factset, Pitchbook, Orbis and Merger Market Strong communication skills to engage with the client and managing workflow MS Office skills - should be excellent in MS Excel, MS PowerPoint, and MS Word

Responsibilities Supporting our client in multiple sectors such as Healthcare, TMT, Consumer, FIG, Energy , Infra etc. sectors and prepare pitch books, industry decks, deals and peers screening, company profiles, ad-hoc and company focused discussion documents related to healthcare and allied sector Preparing financial analysis including trading / transaction comparable, operational / financial benchmarking, valuation analysis etc. Assist in preparing Pitch books including industry overview, company profiles, management biographies, broker outlook, share price performance analysis, deal case studies, peer valuation multiples etc. Engage client independently on calls and e-mails Produce high quality informative and visually appealing presentations and deck Excellent working knowledge of market database tools e.g., FactSet, Capital IQ, Thomson One, Orbis, Merger Market, Evaluate Pharma, Pitchbook etc. Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Conducting analysis & performing quality control check of the outgoing reports/packs Required Background Post-Graduation in Finance (MBA, CFA, CA etc.) or equivalent qualification Relevant experience of 2-4 years supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm Experience on working primarily qualitative work as well as quantitative work 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 Sound knowledge and relevant work experience on industry and macro-economic overviews/ studies, competitive landscape, detailed company analysis, current market knowledge Ability to work on complex jobs independently Expert knowledge on sector and country-specific data sources, such as Factset, Pitchbook, Orbis and Merger Market Strong communication skills to engage with the client and managing workflow MS Office skills - should be excellent in MS Excel, MS PowerPoint, and MS Word

MSWM Global Investment Office, MAPS Equity Team The Global Investment Office (GIO) provides investment advice via asset allocation, production selection, portfolio construction and thought leadership to help Financial Advisors and clients navigate markets. Within the Global Investment Office, the MAPS Equity team manages active equity portfolios that are provided to Financial Advisors and clients via SMAs. Our fundamental process leverages Morgan Stanley Equity Research as well as other resources to perform due diligence and portfolio construction to create high quality equity portfolios. The team’s portfolios have wide ownership with assets approaching $40 billion. Role Description We are seeking a high motivated and detail-oriented team member to join our team as an Equity Research Analyst. All members of the team read equity research from Morgan Stanley and other banks in search of investment ideas. The individual will work directly with portfolio managers based in New York supporting idea generation, financial modeling, and portfolio maintenance. The ideal candidate will have a strong interest in financial markets and company specific research, and should be a self-starter, curious and creative. Primary Responsibilities Perform fundamental research on individual stocks and industry analysis leveraging Morgan Stanley Equity Research to generate investment ideas. Highlight research reports that intertwine with the team’s focal points. Regularly present industry and stock pitches as a written note and on a call to the team. Analysis on stock screens, macro data, portfolio performance and other ad-hoc requests. Review earnings releases and analysts notes, listen to Morgan Stanley and other sell-side research company and industry presentations and calls, summarizing key takeaways. Help write notes to communicate portfolio changes and other team publications. Monitor industry and company-specific news flow. Maintain and update company-specific, industry and portfolio models. Qualifications Educational Background: Bachelor’s in finance economics business or related field. Progress towards CFA viewed favorably. Experience: 3-6 years’ of experience in financial markets with some experience in research. Experience working in an offshore team is strongly preferred but not required. Technical Skills: Proficiency in Microsoft Excel, Word, and PowerPoint. Familiarity with financial tools such as Bloomberg or FactSet or Thomson Financial or Capital iQ. Strong analytical and quantitative skills Demonstrated written and verbal communication skills Detail oriented Intellectually curious Willingness to work flexible hours to collaborate with NYC based team What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less

Key Responsibilities Collaborates closely with the client's corporate finance, strategy, business development, and M&A teams Provide independent support to clients in the real estate sector, concentrating on the multifamily asset class in areas such as valuation, model validation, investment research, drafting investment memos, preparing board presentations, and formulating investment thesis Develops and update financial models, pro forma statements, discounted cash flow and cap rate analyses (using different methodologies; DCF, IRR, CM Multiple, Cap Rate, etc.) Manages a portfolio of designated multifamily projects across various stages of workflow, including application intake, underwriting, processing, funding, and ongoing monitoring Analyse the financial performance of properties and benchmarking against budgetary goals Conducts analyses of individual properties, rent-roll analysis, tenant agreements, lease abstraction, tenant credit analysis, capital projects, financial statements, market conditions, competitive positioning and other pertinent data Assist throughout the acquisition, financing, and disposition processes for each multifamily development initiative Creates engaging presentation materials for both internal stakeholders and external audiences Analyse market conditions and tracks industry trends Contributes toward managing project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Demonstrate strength and flair in client/requester relationship building and management Key Competencies Experience of about 2-4 years on performing financial modelling, due diligence, M&A and deal supports, financial analysis, presentation, competitive & operational benchmarking studies, etc. Excellent knowledge & experience on preparation of high quality – power point presentations, excel based financial modelling & analysis Experience on managing internal & external clients, delivering projects/assignments, building cases and scenario analysis. Expected to work independently or with minimal guidance Strong written and verbal communication skills Qualification as MBA / CFA/ CA Knowledge of various databases (Capital IQ, FactSet, Pitchbook, Bloomberg, etc.) Show more Show less

The MSCI Fixed Income Index Management Research Team is part of the MSCI Research & Development Group and is responsible for managing and enhancing all MSCI Fixed Income Index methodologies. This global team operates across multiple locations, including New York, Toronto, Mumbai, and Monterrey. The key responsibilities of the team include Creating, managing, and enhancing MSCI’s Global Fixed Income Index suite. Collaborating on the research and development of new index products while working with teams across Research, IT, Data, Product, and Coverage. Conducting index rebalancing and responding to client queries related to index methodologies. Handling key client interactions such as conducting index consultations and engaging in the creation and launch of new custom index products. Participating in projects related to Index Management Research, including proposing enhancements to existing index methodologies, processes, and applications. In this role, you will Take ownership of index methodology management and enhancement initiatives. Conduct index rebalancing activities and address client inquiries related to index methodologies. Solve or escalate complex cases to Senior Management when needed. Lead and guide other team members when necessary, demonstrating strong performance and leadership skills. Collaborate with internal stakeholders across Research, Data, IT, Sales and Product teams to support new index product development and launch. To be successful in this role, you should possess the following qualifications and skills Educational Background & Experience Bachelor’s degree in finance, econometrics, or a science/engineering field. CFA, FRM, MBA, or M.Sc. (with a finance major) is preferred. Minimum of 3 years of relevant work experience (e.g., fixed income research, investment management, portfolio management). Technical & Analytical Skills Strong understanding of fixed income analysis and investment processes. Familiarity with institutional investment practices and buy-side portfolio management concepts. Advanced proficiency in Microsoft Excel, SQL and Python. Familiarity with investment research and data vendors (e.g., Bloomberg, Factset, Refinitiv, ICE). Communication & Interpersonal Skills Fluency in English (reading, writing, and interpreting). Excellent interpersonal, communication, and presentation skills. What We Offer You Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients. Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum. At MSCI we are passionate about what we do, and we are inspired by our purpose - to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry. MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries. To all recruitment agencies MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes. Note on recruitment scams We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com Show more Show less