Application Associate, Visible Alpha - Financial Modeling

About the Role:

Grade Level (for internal use):

07

The Role: Application Associate, Visible Alpha - Financial Modeling

The Team: The Financial Modeling Group provides expert services for our most sophisticated analytical tools so that we can provide clients with a tailored experience when using our products. This global, seasoned team specializes in onboarding and client adoption for our Excel add-ins, Office Tools products, Screening and Platform customization, and Proprietary Data capabilities. Comprised of former investment professionals, CFA charter holders, and MBAs, Financial Modeling is charged with understanding our client’s needs and objectives and providing solutions to enhance their workflows.  As a member of Financial Modeling, you will become proficient in the Visible Alpha and Capital IQ Pro applications.

As corporate finance and Excel modeling experts, Application Associates spend their time consulting with clients about our Excel add-in solutions (Capital IQ Pro / Capital IQ / Visible Alpha) and how best to implement S&P Global data within their financial models. The models involved are related to valuation, ownership, estimates, charts, and other content sets. Application Associates also create and convert financial models from competing platforms for our clients. Additionally, Application Associates build and maintain ~500 pre-built templates made available via the combined Capital IQ Pro, Capital IQ and Visible Alpha Excel add-in Template Libraries.

The Impact: The Financial Modeling Group 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 build models, screens, and 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 Commercial team on winning and retaining business, with our Product team on future enhancements, and with our Client Services team on training, requests 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 the Visible Alpha Insights platform as well as the S&P Capital IQ Pro and S&P Capital IQ applications.
• 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:

• Act as a Subject Matter Expert on Visible Alpha data and leverage existing capabilities to create new and innovative solutions.
• Ability to understand client-specific requirements across all covered data sets and products.
• Work with clients across multiple geographies including North America, EMEA and APAC and address their requirements.
• Create quantitative models, screens and presentations, among others, for our clients using our suite of products.
• Identify and create new model solutions utilizing the expertise gained from all datasets and applications.
• Support our client base in their research by responding to requests that come through calls, e-mails and meetings.
• Partner with Product Management on timely and thorough testing of our products, with an eye toward an exceptional client experience.
• Consistently make proactive suggestions around product usability, presentation and data quality.
• Work with product experts on projects that develop and improve subject matter expertise.
• Drive Team initiatives and knowledge-sharing activities to support the culture of learning and development.
• Create new opportunities for Automation and LEAN to improve workflow efficiency.

What We’re Looking For:

Basic Qualifications:

• Master’s Degree in Finance or Business.
• 0 to 2 years of experience.
• 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 the client-oriented approach.
• Succinct communication skills and strong collaboration skills.
• Strong analytical and problem-solving skills.
• Ability to multitask and prioritize workflow with little supervision.
• Advanced Excel and PowerPoint knowledge.
• Willingness to work in rotational shifts.

Preferred Qualifications:

• VBA Knowledge is a plus.

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 www.spglobal.com/marketintelligence.

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

Inclusive Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering an inclusive workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and equal opportunity, 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.

20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)