Associate – Financial Modelling & Conversion

Job Description

Associate Business Consultant – Financial Modelling | London Stock Exchange Group

The Tone:
This is a role at London Stock Exchange Group, supporting clients across global time zones (Asia, UK, and US). LSEG is a leading global financial markets infrastructure and data provider, focused on driving financial stability and enabling sustainable growth for customers. This position is crucial for ensuring clients maximize value from LSEG’s Excel Add-in products by building and converting complex financial models and providing expert support. The role offers an opportunity to significantly impact client workflows and LSEG’s business growth.

The TL;DR
• Role: Early Career
• Location: Global (supporting Asia, UK, and US Time Zones)

• Team: Financial Modelling & Conversion Team
• Mission: Supports clients in maximizing value from LSEG Excel-based products by building and converting financial models.
• Tech Stack: LSEG Excel Add-in products, Eikon, Workspace, DataStream (DFO/AFO) excel add-ins, Microsoft Excel, VBA (not required though)

What You’ll Actually Do
• Client Collaboration: Work with Investment Bankers, Portfolio Managers, Research Analysts, and other financial clients to build and assist in building financial models within Excel.
• Model Conversion: Build customized financial models and convert or rebuild client proprietary templates originally created in competitor products like FactSet, Bloomberg, and CapIQ using LSEG Excel Add-ins.
• Client Support & Solutions: Interact with clients to recommend solutions and provide support on LSEG Excel add-in and desktop products concerning navigation, functionality, content, data quality, and entitlements.
• Training & Adoption: Provide LSEG Excel Add-ins training to clients remotely and proactively support assigned accounts to promote increased product usage and embed LSEG products into client workflows.
• Internal Partnership & Growth: Collaborate with Sales Specialists, Client Specialists, and Account Managers to ensure LSEG Excel-based projects contribute to new business generation and growth at existing accounts.

The Must-Haves
• Background: MBA with a concentration preferably in finance or a finance-related major; Associate career stage.
• Experience: At least 2 years of experience in the financial services industry, preferably in financial modelling, portfolio management, equity research, or investment banking. A strong understanding of LSEG products such as Eikon, Workspace, and DataStream excel add-ins is required.
• Skills: Meticulous with excellent written and verbal communication, strong analytical skills, excellent Microsoft Excel proficiency, familiarity with financial concepts and global financial markets, and advanced problem-solving abilities.
• Bonus: Candidates pursuing any level of their CFA (AIMR) and proficiency in VBA.