The Application Associate, Financial Modeling works within the Financial Modeling Group, a global team that supports advanced analytical tools and helps customers effectively use S&P Capital IQ and related products. The team focuses on onboarding and customer adoption for Excel add-ins, Office Tools, screening capabilities, platform customization, and proprietary datasets.
Members of this group collaborate closely with clients to understand their financial workflows and deliver tailored solutions. The role involves working with financial models used for valuation, ownership analysis, estimates, and charting while helping customers integrate data efficiently into their processes.
The Financial Modeling Group consists of professionals with backgrounds in investment analysis, including CFA charterholders and MBA graduates. The team focuses on understanding client objectives and helping them maximize the value of S&P Global tools and data.
Application Associates regularly consult with customers about Excel add-in solutions such as CIQ and CIQ Pro. They also convert financial models from competing platforms and maintain a large library of prebuilt templates available through the Excel add-in template library.
This role represents a key customer touchpoint for the organization. Associates build financial models, create screening tools and presentations, and respond to customer questions while demonstrating strong product expertise.
The position also involves collaboration with commercial teams, product management, and customer services to improve product capabilities, support training initiatives, and contribute to business growth.
S&P Global Market Intelligence, a division of S&P Global, delivers data, research, and technology solutions that help organizations gain deeper insights and make informed decisions. The company partners with customers around the world to provide trusted intelligence that supports confident business and investment decisions.
S&P Global is a leading multinational provider of financial information, analytics, and market intelligence. Founded in 1860, the company delivers essential data, benchmarks, and insights to help businesses, governments, and individuals make informed decisions. With a mission to transform data into actionable intelligence, S&P Global operates across multiple segments including Ratings, Market Intelligence, Commodity Insights, and Indices, serving clients worldwide.
Headquartered in New York City, USA, S&P Global employs over 35,000 professionals across more than 30 countries. It is renowned for its credit ratings, widely used by investors and financial institutions to assess creditworthiness, and for its S&P Dow Jones Indices, which include globally recognized benchmarks like the S&P 500. In recent years, the company has expanded its capabilities through strategic acquisitions, such as the merger with IHS Markit in 2022, strengthening its position as a premier source of integrated data and analytics in the financial services industry.
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