Sr Application Associate, Financial Modeling Group

About the Role

Grade Level (for internal use) :

The Team :

Proprietary Data : Proprietary Data specialists help clients to create and store their own proprietary data within the S&P Global database alongside existing public market data.

Specialists enable the utilization of S&P Global’s suite of analytics with our client’s proprietary financial data. Specialists collaborate directly with clients on critical data integrations leveraged in Credit Analytics, Scorecards and various other portfolio and credit monitoring workflows.

As a Proprietary Data specialist, you will support premium Proprietary Data Consulting Services, including mapping and creating custom data items in templates, integrating client proprietary data to the database, and the development of bespoke workflow solutions through the S&P Capital IQ platform, Excel add-in, and FTP.

Office Tools : Office Tools is a work productivity tool embedded in Microsoft Office that helps our clients save time while building Excel models and presentations.

Office Tools specialists’ partner with our clients to create dynamic presentations and pitchbooks in PowerPoint and Word and custom build Quick Keys in Excel to make modeling easier.

Specialists also help our more sophisticated clients create a Content Library repository of company approved presentations, slides, charts, and logos that can be accessed by clients directly in PowerPoint.

The Impact : The team is one of the primary touchpoints for our clients, and you will be the face of the organization. Your regular day would require you to spread financials, build custom templates for our clients for spreading the financials or retrieving the data that has been spread and build presentations, answer client queries and be an advocate of our products while showcasing your vast knowledge of our tools and data.

In addition to working with our clients, you will also work with our Sales team on winning and maintaining business, our Product team on future enhancements and our Client Services team on training and Client queries.

What’s in it for you :

Explore a highly rewarding career path with room for professional growth, recognition and rewards.

You can be part of a company that is a results-focused meritocracy. We set high standards and value accountability. We seek to identify and reward extraordinary performance with growth opportunities.

Master the knowledge of S&P CapitalIQ & S&P Capital IQ Pro products and services.

Gain exposure to other departments by liaising with Relationship Management, Product Management and Client Services teams.

Opportunity to work with highly professional and business-driven team members.

Work with diverse teams and clients spread across the globe.

Responsibilities :

Operate with a high level of integrity in the handling of confidential client documents. Integrate confidential data as client proprietary data into S&P Proprietary Database.

Analysis of key financial statements. Confidently navigate the Income Statement, Balance Sheet & Cash Flow of mostly private companies inclusive of supplementary schedules, footnotes, and MD&A.

Independently process client financials, while also serving as a resource to junior colleagues on their financial spreads, assisting in validating the quality of their extractions.

Exhibita strong understanding of Proprietary Data and Office Tools products, both in the platform and Excel. Guide clients with confidence on their capabilities relevant to individual workflows.

Demonstrate a level of knowledge capable of modifying existing templates, as well creating new templates from scratch.

Lead new client engagements. Assess and scope requirements of users transitioning from competitor platforms (Moody’s, Bloomberg, Factset, Refinitiv, Sentio, etc.

and clearly outline the requirements for achieving parity in their workflow with S&P solutions. Execute on this plan thereafter.

Support Commercial partners in pre-sales situations, demoing the Proprietary Data solution and its capabilities for structuring workflows unique to the client, displacing competitor solutions.

Post-sales, execute implementations both in platform and Excel modeling while providing ongoing training and support thereafter as a subject matter expert.

Assist in ingesting / managing clients’ data within our product (Capital IQ) by more technical means, inclusive of bulk upload templates leveraging VBA and / or mapping external databases to our inbound FTP product.

Build / automate custom presentations in PowerPoint and Word based on client requirements using Inhouse Office Tools Suite.

Supporting client base in their research by responding to their requests that comes through calls, e-mails and other forms of communication.

Partner with product teams on timely and thorough testing of our products, with an eye towards exceptional client experience.

Work with clients across multiple geographies including the Americas, EMEA, and APAC and address their requirements.

Consistently make proactive suggestions around product usability, presentation, and data quality.

Create new opportunities for Automation and LEAN to improve the workflow efficiency.

Ability to independently manage the interactions with various unified teams.

What We’re Looking For :

The ideal candidate is inquisitive and quick learner of new technologies and financial products, while effectively communicating and engaging clients.

They are detail-oriented, enjoy finding solutions for complex issues, and have the ability to provide step-by-step solutions.

Equivalent of MBA in Finance.

3 to 4years experience.

Advanced knowledge of MS Excel. VBA knowledge a plus.

Excellent communication skills, analytical and problem-solving skills with a high attention to detail.

Strong understanding and knowledge of the fundamentals of business, financial statements and investments. Proficient in research and analysis.

Good knowledge and understanding of capital and commodity markets.

Inclination towards client-oriented approach.

Succinct communication collaboration skills.

Ability to multitask and prioritize workflow with little supervision.

Ready to work in rotational shifts.

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information.

Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit

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 :

Diversity, Equity, and Inclusion at S&P Global :

At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation Powering Global Markets.

Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work.

It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.