MUMBAI · FULLTIME
Research Associate II
S&P Global Market Intelligence
Mumbai · onsite · Posted 10d ago
Sourced from
Undisclosed0–4 yrsfulltimeMumbai
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Section · 01
About this role
Job Summary
The Research Associate II is responsible for creating and delivering high-quality financial content from sell-side research, leveraging both advanced data extraction technologies and domain expertise. This role plays a critical part in delivering accurate and actionable financial insights that empower clients to make well-informed investment decisions.
By ensuring the highest standards of data quality and reliability, this position strengthens the credibility and usability of consensus data - directly contributing to client satisfaction, business success, and a strong presence in the financial markets.
Note: This is not an Equity Research or Financial Modeling role. The team does not write research reports or create sell-side models. The role provides an opportunity to deeply learn businesses and financial models by studying the work of leading sell-side analysts across sectors, geographies, and business models.
Responsibilities Operational Delivery - Prepare insightful financial content from sell-side research using a mix of extraction technologies and sector knowledge.
- Develop and demonstrate a strong understanding of diverse business models for public-listed companies.
- Track events for a set of companies - starting with corporate earnings and MA transactions - with a focus on changes in models.
- Identify and flag errors in financial models using structured rules and statistics-based tools.
- Collaborate actively within the team to continuously improve the efficiency of the overall data collection process.
- Apply knowledge of financial statements, GAAP/Recurring income, and other financial concepts to ensure data accuracy.
- Break down and interpret financial models to understand the building blocks of a company's business model.
- Apply an eye for detail and leverage structured tools to identify and correct modeling errors proactively.
- Quickly learn the end-to-end process and build the capability to take on a reviewer role.
- Collaborating on model interpretation, sharing knowledge on sector-specific nuances, supporting consistency in output.
- Highlight critical errors or modeling anomalies to team leads and cross-functional partners to improve decision-making inputs.
- Partner with cross-functional teams to share best practices and align quality, and operational standards.
- Articulate findings and insights clearly to stakeholders across the organization, both verbally and in written form.
- Engaging actively during onboarding and training, raising process-related queries, contributing to knowledge-sharing sessions.
- Accuracy and quality of financial content processed from sell-side research (error rate / quality score).
- Timeliness of output delivery against defined SLAs and production targets.
- Reduction in errors identified in consensus models over time, reflecting improved data quality.
- Depth and breadth of company/sector coverage handled independently.
- Progression toward reviewer readiness - ability to independently review and validate peer output.
- Stakeholder feedback on communication clarity and cross-functional collaboration.
- Effective handling of complex tasks and ownership of challenging assignments.
- Understanding of financial statements (Income Statement, Balance Sheet, Cash Flow Statement).
- Knowledge of GAAP and non-GAAP/Recurring income concepts.
- Familiarity with financial concepts and ratio analysis.
- Ability to interpret and deconstruct sell-side financial models.
- Experience with data extraction tools and technologies (preferred).
- Proficiency in Excel and financial data platforms.
- Understanding of consensus model creation and management (a plus).
- Familiarity with AI/ML-based data extraction workflows (a plus).
- Strong analytical skills with the ability to apply structured frameworks to complex financial data.
- Ability to identify patterns, anomalies, and errors in financial models.
- Knowledge of diverse business models across sectors, industries, and geographies.
- Understanding of corporate events (earnings, MA, restructuring) and their modeling implications.
- Capability to learn the full end-to-end process and independently take on a reviewer function.
- Deep sector expertise in specific industries (a plus).
- Prior experience in creating or validating consensus models (a plus).
- Positive attitude with a high level of attention to detail.
- Strong problem-solving and troubleshooting mindset.
- Excellent critical thinking and analytical aptitude.
- Effective communication skills - able to clearly articulate findings and insights to stakeholders.
- Collaborative team player who actively contributes to shared team goals.
- Willingness to work across shifts on a rotational basis (Day / Morning / Night shifts as required).
- Self-motivated with the ability to quickly adapt and upskill in a fast-paced environment.
- Post Graduate CFA Level 2 cleared (a plus); or Undergraduate with CFA Level 3 cleared (a plus).
- 0-2 years of experience in financial research, data operations, or related roles. Fresher candidates with strong academic background and interest in financial markets are encouraged to apply.
- Research Associates and Specialists within the Data Research Operations team.
- Cross-functional teams including Data Quality, Technology, and Process Excellence.
- Internal stakeholders across the investing community who rely on accurate financial content.
- Sector and domain experts providing guidance on financial models and research methodologies.
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Section · 02
Skills
data qualitydata extractionanalytical thinkingbusiness modelsCFAdata operationsArticulateCash Flow StatementData ResearchData CollectionCommunication SkillsEquityClient SatisfactioncomplianceArtificial IntelligenceBalance Sheet