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.

Process Excellence

- 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.

Stakeholder Management

- 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.

How Impact Will Be Measured (Success Metrics)

- 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.

Skills Technical Skills

- 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).

Functional Skills

- 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).

Behavioral Skills

- 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.

- Team-oriented 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.

Qualifications

- 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.

Key Interfaces Stakeholders

- 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.

📌 Research Associate II (Mumbai)
🏢 Su0026P Global Market Intelligence
📍 Mumbai