487 Factset Jobs - Page 7

About Company An AI-driven platform that enhances research and due diligence processes for financial institutions, make more informed, data-backed decisions efficiently Job Description We are seeking a detail-oriented Financial Analyst to develop, quality-check, and refine AI-generated deliverables for our financial services clients. This role combines financial analysis, prompt engineering, and peer review in a fast-paced, AI-enhanced environment. Key Responsibilities : Workflow Execution (40%) : Build and quality-control customized research and financial analysis workflows using predefined templates. AI Prompting (30%) : Design, test, and refine prompts for large language models; ensure ≥40% AI-content utilization in final deliverables. Peer Review (20%) : Act as “quality captain” on rotation, reviewing team outputs to ensure accuracy and consistency. Knowledge Sharing (10%) : Document innovations, efficiencies, and insights in the team playbook to support scale and consistency. Required Qualifications : 2–4 years of experience in Investment Banking, Private Equity, Big 4 Transaction Services, or Equity Research. Proficiency with financial data platforms (e.g., CapIQ, FactSet, PitchBook); ability to source and build comps independently. Intermediate Excel skills (XLOOKUP, INDEX MATCH) and PowerPoint formatting (e.g., slide master usage). Strong attention to detail, particularly when working with AI-generated content. Excellent written English for client-facing communications and deliverables. Nice-to-Have : MBA or a top-tier finance degree. Progress toward CFA Level 1 or FMVA. Advanced Excel capabilities, including dynamic arrays and macros. Kindly note this is a remote opportunity.

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 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 clients combine hundreds of databases from industry-leading suppliers into a single powerful information system. VALUES THAT DEFINE OUR CULTURE We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe. Our inclusive work environment maximizes our diversity values, engagement, productivity, and ultimately makes FactSet a fun place to work. Department Brief Data Solutions is the industry-leading Off Platform content delivery platform. Clients seamlessly access organized and connected content that is easily discoverable, explorable, and procured via the Open: FactSet Marketplace. Data is delivered via a variety of technologies and formats that meet the needs of our client’s workflows. By enabling our clients to utilize their preferred choice of industry-standard databases, programming languages, and data visualization tools, we empower them to focus on the core competencies needed to drive their business. The SBU contributes over $173M in ASV, with a double-digit year-over-year growth rate. Our solutions portfolio includes Standard Data Feed, Data Exploration, OnDemand (API), Views, Cornerstone, Exchange Data Feed, Benchmark Feeds, the Open: FactSet Marketplace, Quantopian Enterprise, and other non-workstation initiatives. Join the Data Solutions group as a Specialist, Client Services and embark on a unique opportunity to gain extensive knowledge and experience in the Financial-Technology industry. This role will expose you to cutting-edge CTS products, processes, and global clients. Initially, you will provide intelligent solutions and support to clients, developing in-depth expertise in our exciting range of products. As you progress, you will take on responsibilities such as managing client implementation projects, key account relationships, and delivering innovative business solutions to new and existing clients. Job Responsibilities Client Solutions and Support: Provide intelligent solutions and support to global clients, developing expertise in various CTS products and solutions. Collaborate closely with product development to contribute to innovative and market-leading solutions. Participate in the pre-sales process as a subject matter expert. Project Management And Client Relationships Manage client implementation projects and key accounts, ensuring successful project delivery. Build and maintain strong client relationships, understanding their needs and providing exceptional service. Collaborate with stakeholders to align goals and expectations. Training And Stakeholder Management Conduct external and internal training sessions to enhance client understanding and product adoption. Effectively manage stakeholders, fostering productive relationships and ensuring smooth communication. Job Requirements A relevant Finance and Technology degree or equivalent. Proficiency in one or more FinTech technologies, programming or query languages, and/or a strong technical aptitude and a desire to learn in a dynamic technical landscape. Experience and working knowledge of Benchmarks data is preferred. Good knowledge of financial market data. Prior experience in client-facing roles is preferred. Strong numerical, analytical, and problem-solving skills. Exceptional written and verbal communication skills. Self-driven and motivated, with a desire to learn and work with new technologies. Enthusiasm and drive to excel in a technical client-facing role. A previous client-facing Financial-Technology experience and/or familiarity with Cloud technologies or SQL would be ideal. Company Culture and Benefits: At our organization, we foster a collaborative and inclusive culture that encourages growth and innovation. We offer competitive benefits and provide ample opportunities for professional development, paving the way for exciting career advancement within the Financial-Technology industry. Diversity At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Returning from a break? We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. Company Overview FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

Job Purpose Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Gurgaon. Roles & Responsibilities Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, etc. Preparing pitch books, 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 Other responsibilities include: 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 Key Competencies MBA/ CFA/ CA 1-6 years of experience in the Investment banking space Experience of working Investment banking projects, including: Detailed financial analysis with knowledge / experience of working on financial statements Target identification, Trading and Transaction comps Benchmarking, Ratio analysis Pitch book / IM support and company profiles Macro-economic and industry overviews with experience working across various industries Bespoke qualitative research 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. Interested can mail the resume on Payal.kapoor@acuitykp.com

KEY ACCOUNTABILITIES As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management. Review performance and portfolio analytics for use in client reports Attend to queries on fund and/or benchmark returns, asset returns or attribution results. Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution Produce peer fund comparison analysis based on Morningstar Direct Provide support to the Transition team and the Sales team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc.) Manage the performance-specific change process with our partners (includes raising change requests, follow-up, testing and validation) Maintain the list of GIPS® composites and provide assurance that the firm complies with the GIPS® standards Maintain stakeholder relationships and manage expectations. Identify and execute continuous process improvement and automation. Maintain portfolio data to ensure accurate performance calculations. EXPERIENCE / QUALIFICATIONS 3 to 9 years relevant experience in a performance analysis, risk analysis or similar role CIPM or CFA is preferred (or working towards) Strong understanding of portfolio analysis including performance and attribution calculation methodologies Experience in using FactSet (B-one, SPAR and PA) is a plus. Experience in using Morningstar Direct, Aladdin or Bloomberg is an advantage. Strong Excel skills and programming language (particularly Power Query or SQL) is highly desirable. GENERAL CANDIDATE ATTRIBUTES Strong understanding of various investment processes (equity, fixed income, multi-asset, alternatives) Well-rounded knowledge of asset management operational workflows Highly organized and proactive Ability to multi-task and with strong attention to detail Ability to interact and communicate effectively. Ability to work in a high-pressure environment with tight deadlines. Audit and controls focused. Must be a team player.

Lead Data Analyst - Data Operations Gurgaon, India; Ahmedabad, India; Hyderabad, India Data Management 313107 Job Description About The Role: Grade Level (for internal use): 08 The Team: S&P Global Market Intelligence Cross Reference Services team is part of the Data Excellence & Partnership Team. The team is involved in acquiring and managing company and security identifiers such as ISIN, CUSIP, SEDOL, LEI, D&B DUNs data from 3rd party vendor. It also works on Data Collection, enrichment, correction and standardizing of the data to produce market leading cross reference product namely GICRS and BECRS. The Impact: You will be responsible for handling client questions for cross refence products, understanding their requirements and providing them with the best solution. You will be working closely with product management, client support, data management and data operations to provide superior customer experience. What’s in it for you: This is an individual contributor role. This position provides an opportunity to work with client support to directly influence the client experience. We seek a highly competitive and dynamic candidate who can perform under pressure and work creatively and collaboratively to achieve individual and team-specific benchmarks. If you are someone, who admires a challenging environment & assignments and are determined to deliver the business goals then this role is for you. Responsibilities: Decipher client question and perform research to provide solution. Provide professional, timely and quality support to customer queries. Deliver on expected productivity and timeliness targets. Provide quality (accurate and defect free) response to the client questions (Doing right the first-time mindset). Red flag any area which can impact the BAU. Contribute towards process improvement through RCA. Contribute towards reducing client question through KB articles and identifying pattern of client questions. Take complete ownership of client question and liaise with multiple teams in order to resolve the client question Manage workflow of client questions independently. Proactively looking for areas to improve overall client experience. Proactively looking for procedure/ audit suggestions. Involve in Training, and Mentoring on processes and procedures Assist in on-going projects, and in any UAT being conducted by adhering to timeliness, accuracy and excellence. Be the advocate of the voice of customer and report key insights/trends. Work cross-functionally with product, sales, and support team members to foster a strong sense of community and information sharing. What we are looking for: 4-5 years of experience in financial services/investment management Good oral and written communication skills. Client first focus and mindset Expert knowledge of company and security identifiers such as LEI, DUNs, ISIN, CUSIP, SEDOL etc. Knowledge of KYC/AML/Third Part Risk Management/Cross Referencing Products or collection knowhow Product knowledge of Factset/Capital IQ & Capital IQ Pro/Bloomberg will be desirable Vendor/Client/Product Interaction Exposure/Experience will be an added advantage Critical thinking and problem solving. Responsible tasking Proactive approach Professional agility Time Management Team Player Attention to detail Have excellent interpersonal skills, in order to effectively communicate client concerns and product related issues with all our departments. Flexible to adapt to various work environments. Ability to work with multiple teams Basic Qualifications: Education – Graduate/postgraduate in finance/MBA Advance Proficiency of MS Excel Proficiency of SQL (Sequel) Sound knowledge of technical skills, such as SQL (Sequel) Knowledge of Power BI, Tableau will be an added advantage. Basic Knowledge of Lean concepts is desirable. What’s In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf - 20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP203 - Entry Professional (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning) Job ID: 313107 Posted On: 2025-07-07 Location: Gurgaon, Haryana, India

Key Accountabilities As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management. Review performance and portfolio analytics for use in client reports Attend to queries on fund and/or benchmark returns, asset returns or attribution results. Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution Produce peer fund comparison analysis based on Morningstar Direct Provide support to the Transition team and the Sales team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc.) Manage the performance-specific change process with our partners (includes raising change requests, follow-up, testing and validation) Maintain the list of GIPS® composites and provide assurance that the firm complies with the GIPS® standards Maintain stakeholder relationships and manage expectations. Identify and execute continuous process improvement and automation. Maintain portfolio data to ensure accurate performance calculations. Experience / Qualifications 3 to 9 years relevant experience in a performance analysis, risk analysis or similar role CIPM or CFA is preferred (or working towards) Strong understanding of portfolio analysis including performance and attribution calculation methodologies Experience in using FactSet (B-one, SPAR and PA) is a plus. Experience in using Morningstar Direct, Aladdin or Bloomberg is an advantage. Strong Excel skills and programming language (particularly Power Query or SQL) is highly desirable. GENERAL CANDIDATE ATTRIBUTES Strong understanding of various investment processes (equity, fixed income, multi-asset, alternatives) Well-rounded knowledge of asset management operational workflows Highly organized and proactive Ability to multi-task and with strong attention to detail Ability to interact and communicate effectively. Ability to work in a high-pressure environment with tight deadlines. Audit and controls focused. Must be a team player.

About The Role Grade Level (for internal use): 08 The Team S&P Global Market Intelligence Cross Reference Services team is part of the Data Excellence & Partnership Team. The team is involved in acquiring and managing company and security identifiers such as ISIN, CUSIP, SEDOL, LEI, D&B DUNs data from 3rd party vendor. It also works on Data Collection, enrichment, correction and standardizing of the data to produce market leading cross reference product namely GICRS and BECRS. The Impact You will be responsible for handling client questions for cross refence products, understanding their requirements and providing them with the best solution. You will be working closely with product management, client support, data management and data operations to provide superior customer experience. What’s In It For You This is an individual contributor role. This position provides an opportunity to work with client support to directly influence the client experience. We seek a highly competitive and dynamic candidate who can perform under pressure and work creatively and collaboratively to achieve individual and team-specific benchmarks. If you are someone, who admires a challenging environment & assignments and are determined to deliver the business goals then this role is for you. Responsibilities Decipher client question and perform research to provide solution. Provide professional, timely and quality support to customer queries. Deliver on expected productivity and timeliness targets. Provide quality (accurate and defect free) response to the client questions (Doing right the first-time mindset). Red flag any area which can impact the BAU. Contribute towards process improvement through RCA. Contribute towards reducing client question through KB articles and identifying pattern of client questions. Take complete ownership of client question and liaise with multiple teams in order to resolve the client question Manage workflow of client questions independently. Proactively looking for areas to improve overall client experience. Proactively looking for procedure/ audit suggestions. Involve in Training, and Mentoring on processes and procedures Assist in on-going projects, and in any UAT being conducted by adhering to timeliness, accuracy and excellence. Be the advocate of the voice of customer and report key insights/trends. Work cross-functionally with product, sales, and support team members to foster a strong sense of community and information sharing. What We Are Looking For 4-5 years of experience in financial services/investment management Good oral and written communication skills. Client first focus and mindset Expert knowledge of company and security identifiers such as LEI, DUNs, ISIN, CUSIP, SEDOL etc. Knowledge of KYC/AML/Third Part Risk Management/Cross Referencing Products or collection knowhow Product knowledge of Factset/Capital IQ & Capital IQ Pro/Bloomberg will be desirable Vendor/Client/Product Interaction Exposure/Experience will be an added advantage Critical thinking and problem solving. Responsible tasking Proactive approach Professional agility Time Management Team Player Attention to detail Have excellent interpersonal skills, in order to effectively communicate client concerns and product related issues with all our departments. Flexible to adapt to various work environments. Ability to work with multiple teams Basic Qualifications Education – Graduate/postgraduate in finance/MBA Advance Proficiency of MS Excel Proficiency of SQL (Sequel) Sound knowledge of technical skills, such as SQL (Sequel) Knowledge of Power BI, Tableau will be an added advantage. Basic Knowledge of Lean concepts is desirable. What’s In It For You? Our Purpose Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress. Our People We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global. Our Benefits Include Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries Global Hiring And Opportunity At S&P Global At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf 20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP203 - Entry Professional (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning) Job ID: 313107 Posted On: 2025-07-07 Location: Gurgaon, Haryana, India

About The Role Grade Level (for internal use): 08 The Team S&P Global Market Intelligence Cross Reference Services team is part of the Data Excellence & Partnership Team. The team is involved in acquiring and managing company and security identifiers such as ISIN, CUSIP, SEDOL, LEI, D&B DUNs data from 3rd party vendor. It also works on Data Collection, enrichment, correction and standardizing of the data to produce market leading cross reference product namely GICRS and BECRS. The Impact You will be responsible for handling client questions for cross refence products, understanding their requirements and providing them with the best solution. You will be working closely with product management, client support, data management and data operations to provide superior customer experience. What’s In It For You This is an individual contributor role. This position provides an opportunity to work with client support to directly influence the client experience. We seek a highly competitive and dynamic candidate who can perform under pressure and work creatively and collaboratively to achieve individual and team-specific benchmarks. If you are someone, who admires a challenging environment & assignments and are determined to deliver the business goals then this role is for you. Responsibilities Decipher client question and perform research to provide solution. Provide professional, timely and quality support to customer queries. Deliver on expected productivity and timeliness targets. Provide quality (accurate and defect free) response to the client questions (Doing right the first-time mindset). Red flag any area which can impact the BAU. Contribute towards process improvement through RCA. Contribute towards reducing client question through KB articles and identifying pattern of client questions. Take complete ownership of client question and liaise with multiple teams in order to resolve the client question Manage workflow of client questions independently. Proactively looking for areas to improve overall client experience. Proactively looking for procedure/ audit suggestions. Involve in Training, and Mentoring on processes and procedures Assist in on-going projects, and in any UAT being conducted by adhering to timeliness, accuracy and excellence. Be the advocate of the voice of customer and report key insights/trends. Work cross-functionally with product, sales, and support team members to foster a strong sense of community and information sharing. What We Are Looking For 4-5 years of experience in financial services/investment management Good oral and written communication skills. Client first focus and mindset Expert knowledge of company and security identifiers such as LEI, DUNs, ISIN, CUSIP, SEDOL etc. Knowledge of KYC/AML/Third Part Risk Management/Cross Referencing Products or collection knowhow Product knowledge of Factset/Capital IQ & Capital IQ Pro/Bloomberg will be desirable Vendor/Client/Product Interaction Exposure/Experience will be an added advantage Critical thinking and problem solving. Responsible tasking Proactive approach Professional agility Time Management Team Player Attention to detail Have excellent interpersonal skills, in order to effectively communicate client concerns and product related issues with all our departments. Flexible to adapt to various work environments. Ability to work with multiple teams Basic Qualifications Education – Graduate/postgraduate in finance/MBA Advance Proficiency of MS Excel Proficiency of SQL (Sequel) Sound knowledge of technical skills, such as SQL (Sequel) Knowledge of Power BI, Tableau will be an added advantage. Basic Knowledge of Lean concepts is desirable. What’s In It For You? Our Purpose Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress. Our People We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global. Our Benefits Include Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries Global Hiring And Opportunity At S&P Global At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf 20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP203 - Entry Professional (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning) Job ID: 313107 Posted On: 2025-07-07 Location: Gurgaon, Haryana, India

About The Role Grade Level (for internal use): 08 The Team S&P Global Market Intelligence Cross Reference Services team is part of the Data Excellence & Partnership Team. The team is involved in acquiring and managing company and security identifiers such as ISIN, CUSIP, SEDOL, LEI, D&B DUNs data from 3rd party vendor. It also works on Data Collection, enrichment, correction and standardizing of the data to produce market leading cross reference product namely GICRS and BECRS. The Impact You will be responsible for handling client questions for cross refence products, understanding their requirements and providing them with the best solution. You will be working closely with product management, client support, data management and data operations to provide superior customer experience. What’s In It For You This is an individual contributor role. This position provides an opportunity to work with client support to directly influence the client experience. We seek a highly competitive and dynamic candidate who can perform under pressure and work creatively and collaboratively to achieve individual and team-specific benchmarks. If you are someone, who admires a challenging environment & assignments and are determined to deliver the business goals then this role is for you. Responsibilities Decipher client question and perform research to provide solution. Provide professional, timely and quality support to customer queries. Deliver on expected productivity and timeliness targets. Provide quality (accurate and defect free) response to the client questions (Doing right the first-time mindset). Red flag any area which can impact the BAU. Contribute towards process improvement through RCA. Contribute towards reducing client question through KB articles and identifying pattern of client questions. Take complete ownership of client question and liaise with multiple teams in order to resolve the client question Manage workflow of client questions independently. Proactively looking for areas to improve overall client experience. Proactively looking for procedure/ audit suggestions. Involve in Training, and Mentoring on processes and procedures Assist in on-going projects, and in any UAT being conducted by adhering to timeliness, accuracy and excellence. Be the advocate of the voice of customer and report key insights/trends. Work cross-functionally with product, sales, and support team members to foster a strong sense of community and information sharing. What We Are Looking For 4-5 years of experience in financial services/investment management Good oral and written communication skills. Client first focus and mindset Expert knowledge of company and security identifiers such as LEI, DUNs, ISIN, CUSIP, SEDOL etc. Knowledge of KYC/AML/Third Part Risk Management/Cross Referencing Products or collection knowhow Product knowledge of Factset/Capital IQ & Capital IQ Pro/Bloomberg will be desirable Vendor/Client/Product Interaction Exposure/Experience will be an added advantage Critical thinking and problem solving. Responsible tasking Proactive approach Professional agility Time Management Team Player Attention to detail Have excellent interpersonal skills, in order to effectively communicate client concerns and product related issues with all our departments. Flexible to adapt to various work environments. Ability to work with multiple teams Basic Qualifications Education – Graduate/postgraduate in finance/MBA Advance Proficiency of MS Excel Proficiency of SQL (Sequel) Sound knowledge of technical skills, such as SQL (Sequel) Knowledge of Power BI, Tableau will be an added advantage. Basic Knowledge of Lean concepts is desirable. What’s In It For You? Our Purpose Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress. Our People We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global. Our Benefits Include Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries Global Hiring And Opportunity At S&P Global At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf 20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP203 - Entry Professional (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning) Job ID: 313107 Posted On: 2025-07-07 Location: Gurgaon, Haryana, India

Job Description Engineering, Client Data Engineering, Data Engineer, Analyst, Bengaluru About Data Engineering Data plays a critical role in every facet of the Goldman Sachs business. The Data Engineering group is at the core of that offering, focusing on providing the platform, processes, and governance, for enabling the availability of clean, organized, and impactful data to scale, streamline, and empower our core businesses. Within Data Engineering, we focus on offering a comprehensive data platform, Legend, which we have made available as an open-source product. Legend includes a full data modeling environment, as well as the execution of data access and controls, and a vast set of value-add products which allow our business users to operate more efficiently. Leveraging our own Legend offering, our engineers build efficient data solutions that source, curate, and distribute critical data to our businesses, including financial product, pricing, transaction, and client reference data. Our engineers collaborate closely with the business to design and curate business-specific data models, and to transform and distribute data for optimal storage and retrieval. Who We Look For Goldman Sachs Engineers are innovators and problem-solvers, building solutions in risk management, big data, mobile and more. We look for creative collaborators who evolve, adapt to change, and thrive in a fast-paced global environment. Are you looking to apply your quantitative skills while deepening your understanding across a vast array of products? Client Data Engineering is a high-value risk management team under Data Engineering Division and is responsible for the governance programs that ensure critical entities modelling and entity data is accurate, complete, and scalable. This data is a critical input and dependency to most trade and client support functions. Client Data Engineering is comprised of four teams, based in Salt Lake City, Bengaluru, Singapore and Sydney. How You Will Fulfill York Potential Design & develop modern data management tools to curate our most important data sets, models, and processes, while identifying areas for process automation and further efficiencies Contribute to an open-source technology - https://github.com/finos/legend Engage with data consumers and producers to design appropriate models to suit enable the business Proactively solve data quality issues from both tactical and strategic perspectives Proactively work with entity data and external vendors (e.g., GLEIF, Factset, Bloomberg, etc..) to ensure we have the highest quality data in our systems Basic Qualifications 1+ years of relevant work experience in a team-focused environment In-depth knowledge of relational and columnar SQL databases, including database design Proven experience applying domain driven design to build complex business applications Deep understanding of multidimensionality of data, data curation and data quality Comfort with Agile operating models (practical experience of Scrum / Kanban) General knowledge of business processes, data flows and the quantitative models that generate or consume data Excellent communications skills and the ability to work with subject matter experts to extract critical business concepts Independent thinker, willing to engage, challenge or learn Ability to stay commercially focused and to always push for quantifiable commercial impact Strong work ethic, a sense of ownership and urgency Strong analytical and problem solving skills Establish trusted partnerships with key contacts and users across business and engineering teams Highly motivated Preferred Qualifications Python Financial Services industry experience Experience with Pure/Legend About Goldman Sachs At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html © The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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. Your Team's Impact Join a dynamic legal team of professionals who drive integrity, innovation, and compliance in the financial data industry. At FactSet, our legal department is more than a gatekeeper. We are a growth enabler, a strategic partner to every business function, and a lean, agile, and tech-forward team. We serve as trusted advisors, risk mitigators, and regulatory and ethical integrity guardians. FactSet is looking for a senior attorney with employment law experience to serve as part of our Legal team in our India office to provide advice and practical guidance on a variety of complex employment law related issues. This role will be responsible for providing advice and counsel on all aspects of employment law for our office locations in Asia Pacific (APAC). A successful candidate must be able to flag and effectively communicate material issues, propose strategies to limit risk, and collaborate closely with HR colleagues. The candidate must be a self-starter, eager to learn new skills with formal and on-the-job training, highly responsive and effective at communicating, skilled at paying attention to detail and spotting issues, capable of multitasking, confident to collaborate with internal stakeholders and negotiate with opposing counsel, and have a high level of organizational skills to manage a large volume of issues and projects. We are looking for a solutions-oriented, team player. What You'll Do Serve as the primary point of contact for employment related matters in our APAC locations Quickly assess issues, manage legal risk, provide advice and counsel on an ad hoc basis Independently provide counseling and advice for a variety of areas of employment law; generally, including employment contracts and recruiting, employee benefits, issues of possible discrimination and harassment, wage and working conditions Effectively managing and mitigating legal risks for the company Partner with Human Resources to recommend, implement, and continuously improve employment-related policies and procedures Ensure best practices are followed; reduce risk and cost Monitor legal, regulatory and legislative developments related to employment and work with business stakeholders to integrate new procedures or policies Develop best internal practices for the HR team and our employees Provide advice to business partners regarding risk mitigation strategies Mitigate Risk To the extent needed, supporting HR in conducting internal investigations Ensure best practices are followed, mitigate risk What We're Looking For Bachelor’s from recognized institutions; top academic credentials required. Must be a member of the India bar in good standing. Minimum 5 years prior law firm or in-house experience required. Four+ years of relevant employment law experience. Experience with other countries in APAC preferred. Must have sufficient experience to handle responsibilities with minimum supervision. Must have the ability to manage multiple projects simultaneously while prioritizing responsibilities and meeting deadlines. Must have good judgment, a high level of professional integrity and ability to maintain confidentiality. Must have the ability to interact confidently with colleagues and adversaries, and to translate difficult legal principles into practical business solutions. Must have strong interpersonal skills, excellent analytical, problem-solving, negotiation, drafting, organizational and communication skills. Must have an energetic, decisive, hard-working, detail-oriented, hands-on personality with strong interpersonal skills and the ability to gain respect and influence others. What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Learn More About Our Benefits Here. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. Company Overview FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on 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.

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. About Factset FactSet combines hundreds of databases into a single, powerful information system. It is a one-stop source for financial information and analytics for business analysts, portfolio managers, investment bankers/management firms and other financial professionals to analyze companies, portfolios, markets & economies. FactSet was formed in 1978 and operates out of 64 locations worldwide. FactSet with over $1.5 billion in annual revenues is headquartered in Norwalk, Connecticut and employs nearly 10,000 people worldwide. Our operations extend within North America, Europe, and the Pacific Rim. Since 1996, the Company has been publicly traded on the New York Stock Exchange under the symbol FDS. VALUES THAT DEFINE OUR CULTURE We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe. Our inclusive work environment maximizes our diversity values, engagement, productivity, and ultimately makes FactSet a fun place to work. Department Brief Data Solutions Organization (DSO) is the industry-leading content delivery platform. Clients seamlessly access organized and connected content that is easily discoverable, explorable, and procured via the Open: FactSet Marketplace. Data is delivered via a variety of technologies and formats that meet the needs of our client’s workflows. By enabling our clients to utilize their preferred choice of industry standard databases, programming languages, and data visualization tools, we empower them to focus on the core competencies needed to drive their business.. Our solutions portfolio includes Standard Data Feed, Data Exploration, OnDemand (API), Views, Cornerstone, Exchange Data Feed, Benchmark Feeds, the Open: FactSet Marketplace, Quantopian Enterprise, and other non-workstation initiatives. The DSO Product Management team is looking for a Senior Product Specialist to contribute to product management and support. In this role, you will be expected to understand DSO products and delivery technologies comprehensively, be a key contributor to defining and expanding the available product packages, and enhance and add features that provide connectivity, scalability, and enhanced usability. You will work closely with a broadly distributed group of Content, Product, Strategy, Sales & Support and Engineering. Job Responsibilites You will work on Content API products as a Senior Product Specialist (SPS). You will work closely with a broadly distributed group of engineers, strategy, sales, and support specialists, data content analysts, and quality assurance personnel. PS will work as a key product lead to further expand and support the OnDemand product line. Act as the product lead for the Content APIs Actively participate and contribute to internal and external calls to understand client requirements/issues and current priorities. Understand the product strategy and help develop solutions that will help us deliver on strategy. Work with internal stakeholders to ensure timely delivery as agreed upon. Manage the group’s daily inflow of DSO product requests and guide them to a meaningful and timely resolution Research and prioritize questions, bugs, and enhancement requests that come through RPDs or Issue Trackers. Communicate with the support team regularly to gather feedback on client issues and activity Perform operational tasks including initial client setup, Notify announcements, and account maintenance. Document new releases and update training and marketing materials to communicate application features and benefits Identify recurring issues/requests and make recommendations for feature enhancements Collection of metrics for product usage, issues reported time to first response, time to resolution, etc. Coach and train junior team members Required Skills Undergraduate/Master’s degree in Finance or Information Systems Strong technical and business skills (including presentation and communication Basic understanding of the Global Investment Industry and Enterprise Data Delivery solutions Professional experience and competency in three or more of the following: Log design and troubleshooting Technical QA methodology Programmatic APIs, RESTFul APIs Specification writing / technical documentation FQL, Kibana, Jenkins and GitHub Intermediate Python knowledge, R, Matlab Testing using Postman and CI/CD tools like Jenkins Able to understand a complicated technical product line, while being able to manage the complicated business rules surrounding these products Ability to work on multiple projects with shifting priorities. Self-disciplined and motivated work ethic. Ability to see projects through from start to finish. Highly Desired Attributes Knowledge or experience with Enterprise software from FactSet, CapIQ, Thomson Reuters or Bloomberg Knowledge of financial databases used in financial markets Experience with creating and maintaining product documentation Proven track record of guiding large projects to success Strong QA skills including planning, exploratory testing, defect reporting and troubleshooting. Company Culture and Benefits: At our organization, we foster a collaborative and inclusive culture that encourages growth and innovation. We offer competitive benefits and provide ample opportunities for professional development, paving the way for exciting career advancement within the Financial-Technology industry. Diversity At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Returning from a break? We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. Company Overview FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. We’re rethinking the tools institutional investors rely on—and we’re hiring analysts who want to drive that transformation. This isn’t a typical modeling-and-memos analyst role. Our analysts work directly with product, engineering, and data science to shape institutional-grade financial software. If you’re an analyst looking for more impact, more ownership, and the chance to help shape real tools for investors—we’d love to talk. Responsibilities Collaborate with product, engineering, and data science teams to build robust portfolio intelligence tools and analytics components Analyze portfolio- and security-level performance, risk, and attribution Decompose returns to identify key drivers of alpha, beta, and idiosyncratic outcomes Conduct market, macroeconomic, and security-level research to support client workflows and product insights Validate, interpret, and clearly communicate financial metrics to both internal stakeholders and clients Requirements 1–3 years of experience in a front-office financial role (investment banking, hedge fund, asset management, or similar) Exceptional analytical and Excel skills, with strong proficiency in financial modeling and interpreting large datasets Deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility Excellent at communicating with institutional clients—including portfolio managers, analysts, CIOs, and risk managers—with the ability to distill complex analysis into clear, actionable insights Demonstrated deep interest in financial markets, investment strategies, and institutional workflows Self-starter with the ability to work independently in a fast-paced, remote environment Familiarity with institutional investment processes, research platforms, and financial data tools Qualifications Bachelor’s or Master’s degree from a top-ranked university in Finance, Economics, Engineering, or a related field. Minimum GPA of 8.0+ (required), IIT/IIM/ISB preferred. CFA, FRM, or MBA is a strong plus Experience with tools like Bloomberg, FactSet, or data programming languages (Python, R) is a bonus

Lead Data Analyst - Data Operations Gurgaon, India; Ahmedabad, India; Hyderabad, India Data Management 313107 Job Description About The Role: Grade Level (for internal use): 08 The Team: S&P Global Market Intelligence Cross Reference Services team is part of the Data Excellence & Partnership Team. The team is involved in acquiring and managing company and security identifiers such as ISIN, CUSIP, SEDOL, LEI, D&B DUNs data from 3rd party vendor. It also works on Data Collection, enrichment, correction and standardizing of the data to produce market leading cross reference product namely GICRS and BECRS. The Impact: You will be responsible for handling client questions for cross refence products, understanding their requirements and providing them with the best solution. You will be working closely with product management, client support, data management and data operations to provide superior customer experience. What’s in it for you: This is an individual contributor role. This position provides an opportunity to work with client support to directly influence the client experience. We seek a highly competitive and dynamic candidate who can perform under pressure and work creatively and collaboratively to achieve individual and team-specific benchmarks. If you are someone, who admires a challenging environment & assignments and are determined to deliver the business goals then this role is for you. Responsibilities: Decipher client question and perform research to provide solution. Provide professional, timely and quality support to customer queries. Deliver on expected productivity and timeliness targets. Provide quality (accurate and defect free) response to the client questions (Doing right the first-time mindset). Red flag any area which can impact the BAU. Contribute towards process improvement through RCA. Contribute towards reducing client question through KB articles and identifying pattern of client questions. Take complete ownership of client question and liaise with multiple teams in order to resolve the client question Manage workflow of client questions independently. Proactively looking for areas to improve overall client experience. Proactively looking for procedure/ audit suggestions. Involve in Training, and Mentoring on processes and procedures Assist in on-going projects, and in any UAT being conducted by adhering to timeliness, accuracy and excellence. Be the advocate of the voice of customer and report key insights/trends. Work cross-functionally with product, sales, and support team members to foster a strong sense of community and information sharing. What we are looking for: 4-5 years of experience in financial services/investment management Good oral and written communication skills. Client first focus and mindset Expert knowledge of company and security identifiers such as LEI, DUNs, ISIN, CUSIP, SEDOL etc. Knowledge of KYC/AML/Third Part Risk Management/Cross Referencing Products or collection knowhow Product knowledge of Factset/Capital IQ & Capital IQ Pro/Bloomberg will be desirable Vendor/Client/Product Interaction Exposure/Experience will be an added advantage Critical thinking and problem solving. Responsible tasking Proactive approach Professional agility Time Management Team Player Attention to detail Have excellent interpersonal skills, in order to effectively communicate client concerns and product related issues with all our departments. Flexible to adapt to various work environments. Ability to work with multiple teams Basic Qualifications: Education – Graduate/postgraduate in finance/MBA Advance Proficiency of MS Excel Proficiency of SQL (Sequel) Sound knowledge of technical skills, such as SQL (Sequel) Knowledge of Power BI, Tableau will be an added advantage. Basic Knowledge of Lean concepts is desirable. What’s In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference. For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf - 20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP203 - Entry Professional (EEO Job Group), SWP Priority – Ratings - (Strategic Workforce Planning) Job ID: 313107 Posted On: 2025-07-07 Location: Gurgaon, Haryana, India

Job Purpose Acuity is currently looking for dedicated and motivated individuals who have strong exposure to Insurance & Financial Industry Group, for its Investment Banking team based in Gurgaon. Key Responsibilities l Supporting our investment banking clients on insurance industry analysis – which includes providing research-based outputs on insurance players, KPIs and market landscape l Preparing insurance company profiles, pitch books, detailed financial analysis, industry reports, company focused discussion documents l Preparing financial analysis including trading / transaction comparable, operational / financial benchmarking, etc. l Meet project timelines and quality of deliverables in a manner to ensure “high client satisfaction” l Conducting quality control check of the outgoing reports / packs l Other activities include structuring deliverables / teams & developing new capabilities / new research products Demonstrate strength and experience in client / requester relationship building and management, information / knowledge needs assessment Required Background l Education: Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.) l Experience: Minimum 4-6 years of experience in the Investment banking space, with focus on insurance company analysis l Skills: In-dept understanding of US / Europe-based insurance companies’ landscape, reporting, KPIs, financial analysis. Should be well versed with MS Office suite specially Microsoft Excel, Word and Power Point l Knowledge: Working knowledge of database such as Capital IQ Pro / Capital IQ, Bloomberg, Factset, Thomson, etc. l Leading and delivering projects, including: o Company profiles and pitch book support o Macro-economic and industry overviews with experience working across various industries o Target identification, Trading and Transaction comps o Benchmarking, Ratio analysis o Financial modeling Excellent written and spoken communication skills with experience in Client handling

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. Your Team Impact FactSet's Ownership Engineering team under DSE is focused on delivering Ownership data (e.g. holders and holdings data) coming from different sources by providing database solutions and automated processes which follow an Extract-Transform-Load (ETL) procedure. Ownership Engineering team provides complete, accurate, and timely data that is being sourced through our applications and custom client processes. The group manages ownership data distribution services, routinely increasing efficiency year over year through automation. We are looking for a candidate who is independent, driven, and has strong communication skills and technical knowledge who will help the team contribute to the company’s goals and help to provide our clients with the data they need to make informed decisions. An engineer who will be able to learn and work on a variety of technologies, including market-used and proprietary technologies. What You'll Do Experience in designing, developing, and deploying web applications, ensuring they are scalable, efficient, and maintainable. Proactive in providing technical solutions with effective communication & collaboration skills. Ownership on end-end product & Individual contribution. Ability to contribute to forward design ideas, code reviews and ensure best practices are followed. Work in agile team environment and collaborate with internal teams to ensure smooth product delivery. Performance Improvements with the help of metrics provided by automatic monitoring of product. Ensure high stability of product. Continuous Knowledge sharing internal & external of Team. What We’re Looking For 3-5 years of overall industry experience. Bachelor’s or master’s degree in computer science Strong knowledge on MSSQL, Python and Pyspark Experience with Database Relational database ( MYSQL, POSTGRES, MSSQL or similar RDBMS) Experience on Cloud Technology Amazon AWS, etc. Strong Communication and problem-solving skills. Flexible with time zones / shifts and a willingness to handle on-call responsibilities Experience with GitHub-based development processes Willingness to participate in rotating on-call duties for data services Organized, self-directed, and resourceful with the ability to appropriately prioritize work in a fast-paced environment Desired Skills Experience with Pyspark Infrastructure as code using Terraform is plus. Familiar with Agile software development (Scrum is a plus). Good to have .NET What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Learn More About Our Benefits Here. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. Company Overview FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on 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.

Roles and Responsibilities: Minimum 2-3 years of experience in team management. Oversee team deliverables and ensure successful project execution. Demonstrated proficiency in financial modeling, including: Detailed 3-statement forecasting Scenario analysis Capital structure modeling Leveraged buyout (LBO) and merger modeling Strong understanding of business valuation techniques, including DCF, comparable company analysis, and precedent transaction analysis. Analyze company reports and financial documents to create pitch books, company profiles, benchmarking analyses, and trading/transaction comps. Skilled at interpreting and analyzing financial statements, IPO prospectuses, 10-Qs, 10-Ks, and other regulatory filings. If required, participate in team building, conduct regular employee training sessions, support business development, and maintain client communication via phone, video calls, and email. Familiarity with financial databases such as Capital IQ (CapIQ), PitchBook, and FactSet. Excellent verbal and written communication skills. Required Skill Set: 5-10 years of experience working with Private Equity, Venture Capital, Investment Banking, or Advisory clients. Outstanding analytical and quantitative skills, with a strong emphasis on financial modeling and transaction support. Proven ability to manage multiple projects and meet tight deadlines in a fast-paced environment.

Job Description About Us: At 55ip, we are at the forefront of wealth technology, dedicated to empowering financial advisors and their clients with sophisticated, tax-efficient investment strategies. Our platform leverages advanced quantitative research and cutting-edge technology to deliver personalized and optimized client outcomes. The Quantitative team is the engine driving this innovation, encompassing Research & Development, Portfolio Analysis, Quant Operations, and the pivotal Data & Platform team. We are a collaborative, forward-thinking group, committed to solving complex challenges and shaping the future of wealth management. The Role We are seeking a driven and detail-oriented Associate Product Manager to join our Quantitative Data & Platform team. This is a crucial role where you will contribute to the product vision, strategy, and execution for the data, analytical tools, and infrastructure that power our entire quantitative function. If you are passionate about the intersection of data, technology, and quantitative finance, and are eager to contribute to a platform that delivers tangible value, this is an exciting opportunity to grow your career. What You'll Do Internal Client Focus & Requirements Gathering: Act as a key liaison between our R&D, Portfolio Analysis and Platform and Data teams, deeply understanding their workflows, challenges, and evolving needs for data, research environments, backtesting capabilities, and analytical tooling. Translate these needs into clear, actionable product requirements, user stories, and specifications. Product Roadmap Contribution & Execution: Support the product roadmap for our quantitative data and platform services, ensuring alignment with the strategic goals of the quant team and the broader J.P. Morgan Asset Management business. Assist in prioritizing initiatives to maximize impact and efficiency. Cross-Functional Delivery: Collaborate closely with data engineering, software engineering, and infrastructure teams to facilitate the design, development, testing, and deployment of robust, scalable, and high-quality data products and platform enhancements. Data Ecosystem Enablement: Champion the accessibility, quality, and reliability of financial market data and derived analytics within our platform. Platform Innovation: Support the evolution of our quantitative platform, including tools for portfolio construction, simulation, performance attribution, and risk management, ensuring they meet the sophisticated demands of our internal users. Agile Product Management: Participate actively in an agile development process, helping to manage the product backlog, refine user stories, and ensure timely delivery of features. Stakeholder Communication: Clearly articulate product vision, updates, and dependencies to internal stakeholders, fostering transparency and alignment. Documentation & Knowledge Sharing: Contribute to the creation and maintenance of comprehensive documentation for platform features, data sources, and APIs to empower users and streamline onboarding. Industry & Technology Monitoring: Stay abreast of emerging trends, best practices, and new technologies in fintech, quantitative investing, data management, and platform development to inform product strategy. What You Bring Bachelor's degree in Computer Science, Engineering, Finance, Economics, Data Science, Mathematics, or a related quantitative or analytical field. 3 years of experience in product management, business analysis, data analysis, or a similar role, ideally within the wealth management, asset management, or fintech space. Strong analytical, problem-solving, and quantitative reasoning skills, with an ability to break down complex problems into manageable components. Excellent communication (written and verbal) and interpersonal skills, with a proven ability to collaborate effectively with technical and non-technical stakeholders. Experience in gathering and documenting requirements, and translating them into technical specifications. A solid understanding of data concepts (e.g., databases, data modeling, data pipelines, APIs, data quality frameworks) and familiarity with data query languages (e.g., SQL). A demonstrable passion for financial markets, investment management, and the application of technology and data to solve investment challenges. Proactive, self-motivated, and able to manage multiple tasks in a dynamic, fast-paced environment. Nice To Haves Exposure to financial data providers (e.g., Bloomberg, Refinitiv, FactSet) and their data offerings. Knowledge of Python or R for data analysis. Understanding of cloud computing environments (e.g., AWS, Azure, GCP). Why Join Us? Impact: Play a vital role in building and enhancing the core data and technology infrastructure that powers sophisticated, tax-efficient investment solutions for our clients. Innovation: Be part of a company that values innovation and is committed to leveraging cutting-edge technology and quantitative methods. Collaboration: Work alongside a dedicated and talented team of quants, engineers, and product professionals in a dynamic and intellectually stimulating environment. Growth: Benefit from significant opportunities for professional development and career advancement in the rapidly evolving wealth tech industry. Culture: Join a firm that fosters a culture of ownership, continuous improvement, and a commitment to excellence. We offer competitive compensation, comprehensive benefits, and a commitment to work-life balance. ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. About The Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Job Description Working at 55ip means standing at the intersection of finance and technology—and at the cutting-edge of wealth management. We’ve been making rapid progress in our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we’ve experienced breakthrough growth over the last year. Today, over 110 financial advisor firms with $28 billion in assets (and counting) are using 55ip. If we look a little different, it’s because we are. We’re entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience—and have fun doing it. Like lots of companies, we’ve got a deep bench of smart, talented, creative people, but our superpower is something else: hustle. That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details—and to do it all with humility, empathy, and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morgan, we’re looking for top talent—with hustle—to join us on our path to becoming an industry standard. Portfolio Analyst 55ip’s Quant R&D team is looking for a professional to provide support to the R&D team testing and operational needs. The ideal candidate can understand market and portfolio data and investigate investment outcomes. Ensure that portfolios are positioned in accordance with investment strategies and views, and organizational and infrastructure capabilities are in place to support the portfolio management process. The candidate will be motivated, a problem solver, and an effective team player looking to make an impact. Responsibilities Work with quantitative researchers and developers to support the evolution of its investment algorithms and the refinement of the research data, back-testing, simulation, and data visualization platforms. Analyze trade suggestions, positioning, risk metrics, etc. to ensure alignment with investment thesis and process, and recognize, evaluate, and reconcile any results that are inconsistent with strategy objectives. Setup, run and monitor historical & forward-looking simulations. Create reports using Excel, Tableau, and other tools. Provide Quant L1 support to execute requests & investigate questions/issues originating from trade operations and/or investment teams Investigate datasets for use in new or existing algorithms. Work closely with product management and technology teams. Participate in governance practices to monitor and refine investment methodologies. Take part in agile methodology & rituals Use JIRA to manage & assignment work items and issues Fully document operational procedures, processes, and workflows Requirements Bachelor’s degree in accounting/finance/economics Interest in pursuing CFA and/or FRM Working knowledge in PowerPoint, Word and Excel Passion for financial markets and the investment management process. Strong verbal and written communication skills Strong attention to detail with the ability to conceptualize and learn complex financial data. Ability to work on multiple tasks and under pressure while handling large workloads and short timelines. Ability to work cooperatively and collaboratively with all levels of employees and management. Team Player with a strong work ethic and a diligent, responsible personality. Ability to work effectively in a highly collaborative, team-oriented environment. Excellent written and verbal communications skills. Knowledge of basic statistics, strong Excel skills and quantitative capabilities. Capable of investigating issues data using SQL. Ability to work with basic Python and statistics. Familiarity with tools such as BarraOne, Factset, Bloomberg is a plus. Candidate should be collaborative and thrives on challenge in a fast-paced, dynamic environment The highest degree of integrity, motivation, and intellectual curiosity About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. About The Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

About this role: Wells Fargo is seeking a Senior Securities Research Specialist The role involves working closely with the US deal team on pitchbooks, valuations, peer analysis, opportunity analysis, and other industry-related materials, with significant opportunities to learn, develop and work as an integral member of the business. In this role, you will: Assist on work streams that form key components of M&A buyside or sell-side deal execution and/or, corporate finance or capital market transactions across multiple sectors (Industrials, Healthcare, Consumer & Retail, TMT, FIG) Assist in preparing pitchbook components including industry overviews, company profiles, management biographies, brokers outlook, share price performance, deal case studies, evolution of industry/peers valuation multiples, possible buyer/seller opportunities, amongst others Assist in equity and debt capital raising (IPOs, follow-on offering, bond issuances etc.) and leveraged underwriting transactions Work on comparable company analysis, precedent transaction analysis, buyer or target identification, company/M&A screening and sector updates and analyses Work on financial analysis, industry benchmarking and valuation models Develop an understanding of a sectors key performance and valuation indicators and identify key industry and M&A trends and outlook impacting the sector Develop excellent working knowledge of market databases e.g., FactSet, Refinitive, Bloomberg, Dealogic, MergerMarket, etc. Mentor junior analysts and contribute towards quality checking & day-to-day project management Interact with multiple stakeholders to achieve the desired goal Would be required to operate in the US time zone providing real-time support to the US stakeholders covering various products and sectors as part of the core team looking to add significant value to the India franchise Required Qualifications: 4+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: MBA or Masters in Finance from a premier education institute with 4-8 years of relevant work experience with a good understanding of Industrials sub-sectors Strong inclination towards building a career in Corporate Finance, Investment Banking or Capital Markets Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders Good understanding of Financial concepts and company valuation techniques Strong logical, analytical skills and a systematic problem solving approach Ability to proficiently use Microsoft Office Applications Power Point and Excel Strong time management skills and ability to work under pressure and meet strict deadlines. Attention to detail and ability to ensure high quality of deliverables. Ability to interact with integrity and a high level of professionalism with all levels of team members and management. Results driven, accountable and ability to work with multiple priorities in a fast-paced and results-driven environment Job Expectations: Ability to proficiently use Microsoft Office Applications Power Point and Excel Knowledge of database tools Factset, Thomson one, Capital IQ, Factiva, and Bloomberg Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders Strong time management skills and ability to work under pressure and meet strict deadlines Attention to detail and ability to ensure high quality of deliverables Ability to provide innovative ideas to efficiently execute the tasks Ability to identify proactive ways to contribute to firm's goals & mission

Admini Boosting Productivity is looking for Secretary to join our dynamic team and embark on a rewarding career journey Answering phone calls and redirect them when necessaryManaging the daily/weekly/monthly agenda and arrange new meetings and appointmentsPreparing and disseminating correspondence, memos and formsAs a Secretary you will assume the duty of clerical and administrative support in order to optimize workflow procedures in the office Support and facilitate the completion of regular reportsDevelop and maintain a filing systemCheck frequently the levels of office supplies and place appropriate ordersMake travel arrangementsDocument expenses and hand in reportsUndertake occasional receptionist duties

📩 If the position aligns with your experience and interest, please send your resume with the subject line "Manager – High Yields" to nairshobika.karan@sutherlandglobal.com . Description: Sutherland is looking for candidates to join its Credit Research team in the High Yield space.As part of the team, the candidate will work with global asset managers and alternative investment firms to maximize the return potential of high yield investments while also collaborating with the larger Credit Research team The role is a blend of Team Lead and Individual Contributor – the candidate will be responsible for leading a team of analysts on the client engagement as well as maintaining / initiating coverage on a portfolio of issuers The candidate, together with the larger Analyst team, will be responsible for evaluating the credit quality of issuers and support on-shore analysts on primary and secondary dealswhile monitoring existing exposures The candidate should have a good understanding of one or many fixed income asset classes, such as High Yield Bonds and Leveraged Loans The candidate should have prior experience in delivering end-to-end Credit Research solutions, preferably in the HighYield space, having worked on developing extensive financial models with scenario analysis and preparing Investment Memos The candidate must possess strong written and verbal communication skills, effectively manage client/stakeholder requirements and ensure their timely execution, while consistently delivering high-quality and impactful research The candidate should demonstrate exceptional attention to detail and be capable of conducting thorough quality checks (QC) Responsibilities Managing Credit Research engagements where the Analyst Team is involved in initiating / monitoring single name corporate credit situations in North America and/or Europe across performing and opportunistic strategy in both leveraged loan and high yield markets As part of the engagement, the team performs investment research, including: Building detailed financial models with KPI driven Revenue projections, Cost drivers, Working capital analysis, Capex schedule, Capital Structure analysis, Covenant analysis, Default & Recovery workouts and IRR sensitivities Term Sheet preparation from credit agreements and bond indentures Preparing Investment Memos including identification of investment catalysts and provide recommendations on high yield bonds/loans, including fundamental and relative value views for primary and secondary trades Presenting the primary/secondary deals to the investment committee and clearly articulating your opinion. Take full ownership of the investment view and continuously monitor key developments affecting the issuer’s credit quality Maintain portfolio coverage including regular model updates and earning summary write-ups Driving Systemic Quality mindset across teams, implement and maintain best research delivery practices Work towards building strong client relationships, contribute to account-farming ideas, and be a driver of engagement growth Contribute towards building Credit Research Products and building subject matter expertise in existing and new asset classes under Fixed Income domain Proactively support on set-upand design of New Client Engagements Qualifications: To succeed in this position, you must have: MBA or equivalent in Finance /CFA/CA Minimum of 7-10+ years of buy-side or sell-side experience covering single name corporate credit in the high yield space, across Leveraged Loans and/or Bonds, of which minimum 3 years of experience in delivery management roles Excellent corporate credit analysis skills from a fundamental perspective Proficiency building detailed financial models and preparing investment memos besides having excellent analytical skills Generalist with goods sector exposure in any of TMT, IT, Healthcare, Autos, Manufacturing, Oil& Gas, Chemical sectors Proficiency in using Databases & Portfolio Asset Management Systems - Bloomberg, CapIQ, FactSet, Syndication sites, Everest, eFront Ability to workunder pressure and deliver high-quality research as per TAT agreed Prior record of having workedon competitive Pilotswill be an added advantage

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

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

About this role: Wells Fargo is seeking a Senior Securities Research Specialist The role involves working closely with the US deal team on pitchbooks, valuations, peer analysis, opportunity analysis, and other industry-related materials, with significant opportunities to learn, develop and work as an integral member of the business. In this role, you will: Assist on work streams that form key components of M&A buyside or sell-side deal execution and/or, corporate finance or capital market transactions across multiple sectors (Industrials, Healthcare, Consumer & Retail, TMT, FIG) Assist in preparing pitchbook components including industry overviews, company profiles, management biographies, brokers' outlook, share price performance, deal case studies, evolution of industry/peers valuation multiples, possible buyer/seller opportunities, amongst others Assist in equity and debt capital raising (IPOs, follow-on offering, bond issuances etc.) and leveraged underwriting transactions Work on comparable company analysis, precedent transaction analysis, buyer or target identification, company/M&A screening and sector updates and analyses Work on financial analysis, industry benchmarking and valuation models Develop an understanding of a sector's key performance and valuation indicators and identify key industry and M&A trends and outlook impacting the sector Develop excellent working knowledge of market databases e.g., FactSet, Refinitive, Bloomberg, Dealogic, MergerMarket, etc. Mentor junior analysts and contribute towards quality checking & day-to-day project management Interact with multiple stakeholders to achieve the desired goal Would be required to operate in the US time zone providing real-time support to the US stakeholders covering various products and sectors as part of the core team looking to add significant value to the India franchise Required Qualifications: 4+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: MBA or Masters in Finance from a premier education institute with 4-8 years of relevant work experience with a good understanding of Industrials sub-sectors Strong inclination towards building a career in Corporate Finance, Investment Banking or Capital Markets Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders Good understanding of Financial concepts and company valuation techniques Strong logical, analytical skills and a systematic problem solving approach Ability to proficiently use Microsoft Office Applications - Power Point and Excel Strong time management skills and ability to work under pressure and meet strict deadlines. Attention to detail and ability to ensure high quality of deliverables. Ability to interact with integrity and a high level of professionalism with all levels of team members and management. Results driven, accountable and ability to work with multiple priorities in a fast-paced and results-driven environment Job Expectations: Ability to proficiently use Microsoft Office Applications - Power Point and Excel Knowledge of database tools - Factset, Thomson one, Capital IQ, Factiva, and Bloomberg Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders Strong time management skills and ability to work under pressure and meet strict deadlines Attention to detail and ability to ensure high quality of deliverables Ability to provide innovative ideas to efficiently execute the tasks Ability to identify proactive ways to contribute to firm's goals & mission Posting End Date: 7 Jul 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.