Fundamentals Financial Analyst
Core
Standardize financial statements from debt issuers into Excel-based models, build capital structures, and calculate credit metrics for the credit intelligence platform.
Role type
Fundamentals Financial Analyst
Builds
Excel-based financial models and capital structures for debt issuers
Domain
Credit markets and financial data analytics
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Financial statement analysis, accounting, capital structure mechanics, credit metrics calculation, Excel modeling, quantitative relationship modeling
Preferred skills
AI tool usage for workflow automation, data quality improvement
Technologies
Excel, AI tools
Responsibilities
Analyze financial reporting documents including earnings reports and credit agreements; Prepare detailed financial models including P&L, Balance Sheet, Cash Flow, and Ratio Analysis; Build and maintain a coverage universe of financial models updated quarterly or monthly; Leverage AI tools to automate repetitive tasks and improve workflow efficiency; Participate in ad hoc projects to improve data set quality
Seniority
Entry-level, structured training program