Analyst, Financial Modeling at AlphaSense

Pune, Maharashtra, India

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Technology, Market IntelligenceIndustries

Requirements

Post graduate degree in Finance, Accounting or similar
Professional qualification including Chartered Financial Analyst (CFA), FRM
1-3 years of client-facing experience
Deep and proven expertise in finance and experience building financial models in Excel with the ability to interpret financial data and conduct analysis
Knowledge of basic accounting concepts and a solid understanding of financial analysis terminology and best practices, such as DCF and financial statements
A keen eye for detail and an ability to sift through large data sets

Responsibilities

Build bespoke client model requests using Excel add-ins
Maintain the template library using Excel add-ins
Develop, convert, and validate financial models and library templates
Provide expert services for analytical tools to enhance customer onboarding and adoption
Contribute to excellent customer service by building financial models to maximize prospect and customer health
Spearhead usage and engagement
Partner with product management and engineering teams to determine future product developments

Skills

Key technologies and capabilities for this role

Financial ModelingCFACFPCMAFRMInvestment BankingEquity ResearchM&AQuantitative Research

Questions & Answers

Common questions about this position

What qualifications does the Financial Modeling team typically hold?

Team members hold at least one of the following qualifications: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Management Accountant (CMA), or Financial Risk Manager (FRM).

What prior experience is expected for this role?

Candidates should have prior experience in investment banking or equity research, as the team is comprised of finance professionals with such backgrounds.

What are the main responsibilities of the Analyst, Financial Modeling role?

The role involves building financial models, developing and validating models and library templates using Excel add-ins, handling bespoke client model requests, maintaining the template library, and partnering with product and engineering teams.

What is the structure and focus of the Financial Modeling team?

The team is part of the Customer & Product Support department, sitting at the intersection of sales, customer success, and technical support, and focuses on understanding users' financial data needs to enhance M&A and quantitative research workflows through expert services for analytical tools.

What makes a strong candidate for the Analyst, Financial Modeling position?

Strong candidates have finance professional experience in investment banking or equity research, hold relevant certifications like CFA, CFP, CMA, or FRM, and possess technical skills in Excel add-ins for building and validating financial models.

AlphaSense

AI-driven financial research platform

About AlphaSense

AlphaSense provides a financial research platform that uses artificial intelligence to help clients gain insights into various companies, industries, and market trends. Users can search through a vast library of over 300 million documents, which includes both external and proprietary content. The AI technology streamlines the research process by automating repetitive tasks, allowing clients to concentrate on analyzing the information instead. Additionally, AlphaSense monitors real-time data to highlight important insights, helping clients stay ahead in a rapidly changing market. Unlike its competitors, AlphaSense is particularly focused on data security, implementing advanced measures like the zero trust security model and secure data encryption. The goal of AlphaSense is to empower clients in making informed decisions, whether they are launching new products or providing strategic insights to executives.

New York City, New YorkHeadquarters

2011Year Founded

$1,248.2MTotal Funding

LATE_VCCompany Stage

Cybersecurity, AI & Machine Learning, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Company Equity

Performance Bonus

Remote Work Options

Risks

Rapid AI adoption may homogenize creative outputs, reducing unique value of insights.

Tegus acquisition poses integration challenges, potentially disrupting service delivery.

Reliance on AI exposes AlphaSense to risks of biases and inaccuracies affecting client trust.

Differentiation

AlphaSense leverages AI to provide real-time insights, enhancing decision-making speed and accuracy.

The platform's Generative Search tool offers advanced search capabilities mimicking human analysts.

AlphaSense's acquisition of Tegus expands its content library, offering unmatched insights.

Upsides

Generative AI integration enhances AlphaSense's speed and reliability of financial insights.

The Tegus acquisition significantly expands AlphaSense's content library for comprehensive insights.

AI-driven tools are essential for financial institutions, aligning with AlphaSense's offerings.

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