Associate, Data Consulting

Financial Modelling & Conversion Team provides support on a wide range of LSEG Excel Add-in products. This involves building/converting financial models for our investment banking, sell side research, asset management, government and corporate clients and handling bespoke requirements of these global clients. In addition, as the Specialist's skills improve, they will develop complex financial models over time. FMC Specialists will also ensure that clients obtain maximum value from the LSEG Excel based products by deploying and implementing these tools to develop custom business solutions.

Essential Day-to-Day Responsibilities:

• Work with Investment Bankers, Portfolio Managers, Research Analysts, internal stakeholders and clients from several different financial segments to build/assist in building financial models within Excel.


• Build customized financial models and convert/rebuild client proprietary templates originally built in competitor products such as FactSet, Bloomberg, and CapIQ using LSEG Add-ins for both buy side and sell side clients. This includes Refinitiv Eikon(TREMO), TRMSO, Datastream(DFO/AFO) excel add-ins. Moreover, the Associate should interpret, analyze the user's add in requirements and create workable financial models.


• Interact with clients on a need basis, recommend solutions to them and provide support on excel add-in and desktop with regards to navigation, functionality, content, data quality and entitlements.


• Proactively support all assigned accounts in the use of LSEG Excel based products to promote both increased product usage and further establish LSEG products into a client's workflow.


• Work with Sales Specialists, Client Specialists and Account Managers to ensure that all LSEG Excel based projects contribute to new business generation as well as growth at existing accounts.


• Provide LSEG Excel Add-ins training to clients via Webex / LiveMeeting or additional one 2 one remote training as appropriate.


• Work with other teams (Frontline Support, Technical Support, Content, Product management, Account management, Sales Specialists, and Commercial managers) to quickly resolve client issues.


• Maintain proper account and end user documentation via FMC management systems.


• Assist in the continual development and evolution of the Financial Modelling and Conversion Team.


• Communicate regularly with Product Managers about Client feedback on product/content gaps.


• Regularly communicate the project status to the Manager.


• 
  Train Associates on products, asset classes, customer work-flows. Also, provide cross-training to peers.


• Willingness and ability to manage critical projects independently or with a small group of Associates.


• Manage workflow using FMC portal effectively by tracking incoming requests as well as out-going completed requests.


• Responsible for first-level quality check of all requests completed by Associates and peers wherever applicable.

Additional Information:

Working Hours: Asia and UK Time Zones. Only Weekday support

Qualification:

• MBA with concentration preferably in finance or finance-related major.


• Candidates pursuing any level of their CFA (AIMR) would be highly desirable.

Required Skills:

• At least 2 years of financial services industry experience. Experience in portfolio management, equity research or investment banking/related functions is desirable.


• Detail-oriented with excellent written and verbal communication skills.


• Ability to understand global financial language and flex communication style accordingly.

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• MUST have strong analytical skills.


• Excellent Computer skills - especially Microsoft Excel and VBA (not mandatory though).


• Familiarity with financial concepts and sound understanding about global financial markets.


• Excellent problem solving skills and willingness to handle complex customer problems independently.


• Ability to work in fast-paced environment. High level of engagement with internal groups-GTM & Proposition-to deliver highly customized solutions to end-users.


• Curios and ambitious to learn and master customer workflows and then visualize, design and execute bespoke solutions.


• Ability to meet deadlines and expected levels of service quality.


• Ability to work on multiple tasks simultaneously and delivering all of them within the time frame, by meeting desired service expectations.

At LSEG, we believe that creating a diverse and inclusive organisation is fundamental to the way we deliver on our promise of creating essential partnerships and open opportunities. Our open culture is central to how we deliver our purpose - driving financial stability, empowering economies and enabling customers to create sustainable growth - in everything we do.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 70 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone's race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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