Research Associate II
Core
Extract and validate high-quality financial data and content from sell-side research reports to create accurate consensus models for investment decisions.
Role type
Mid-level data operations analyst (financial domain)
Builds
Consensus financial models and data products for the investing community
Domain
Financial services / Data operations
Required skills
Financial statement analysis, GAAP/Non-GAAP concepts, Financial model interpretation, Data extraction tools, Excel proficiency, Error identification in models
Preferred skills
CFA Level 2 or 3, AI/ML data extraction workflows, Deep sector expertise, Consensus model creation experience
Technologies
Excel, Data extraction platforms, AI/ML-based extraction tools
Responsibilities
Prepare financial content from sell-side research using extraction technologies, Track corporate events (earnings, M&A) and model changes, Identify and flag errors in financial models using structured rules, Collaborate to improve data collection efficiency, Interpret financial models to understand business building blocks, Articulate findings and insights to stakeholders (via careerplan.io/jobs/331435-2-research-associate-ii-at-spgi)
Seniority
Junior to Mid-level, hands-on IC
