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Financial Modelling & Conversion Associate

Thomson Reuters Professional & Consulting Services 1/29/2018 4:45:00 AM Bangalore, KA India
Job Description

Essential Day-to-Day Responsibilities: 

  •  Work with Investment Bankers, Portfolio Managers, Research Analysts, internal stakeholders and clients from several financial segments to build/assist in building financial models within Excel.
  •  Build customized financial models and convert/rebuild client proprietary templates originally built in competitor products such as FactSet, Bloomberg, and CapIQ using Thomson Reuters Add-ins for both buy side and  sell side clients. This includes Thomson Reuters Eikon(TREMO), TRMSO, Datastream(DFO/AFO) excel add-ins. Moreover, the Associate should interpret, analyze the user's add in requirements and create workable financial models.
  •  Interact with clients on a need basis and recommend solutions to customers and provide support on excel add-in and desktop with regards to navigation, functionality, content, data quality and entitlements.
  •  Collaborate with various Thomson Reuters  functional teams in order to answer client queries and resolve product/data related issues.
  •  Proactively support all assigned accounts to promote both increased product usage and further establish Thomson Reuters products into a client's workflow.
  •  Work with Sales Specialists, Client Specialists and Account Managers to ensure that all Thomson Reuters Excel based projects contribute to new business generation, retention as well as growth at existing accounts.
  •  Work with other teams (Client Support, Tech Support, Content, Product management, Commercial managers) to quickly resolve client issues.
  •  Maintain proper account and end user documentation via FMC management systems.
  •  Assist in the continual development and evolution of the Financial Modelling and Conversion Team skills.
  •  Communicate regularly with Product Managers about Client feedback on product/content gaps.
  •  Provide Thomson Reuters Excel Add-ins training to clients via Web ex remote training or on-site training as appropriate.
  • Regularly communicate the project status to the Manager. 

Additional Information: 

 Working Hours: Predominantly  Asia and UK Hour.  Primarily weekday support. On-call support may be needed based on business requirements.

Educational Qualifications: 

  •  MBA with concentration preferably in finance or finance-related major. 
  •  Candidates pursuing any level of their CFA (AIMR) would be highly desirable. 

Required Skills:

  •  Minimum of 1 year experience in financial services industry.
  •  Detail-oriented with excellent written and verbal communication skills.
  •  Ability to understand global financial language and flex communication style accordingly.
  •  MUST have strong analytical skills.
  •  Excellent Computer skills - especially Microsoft Excel and VBA (not mandatory though).
  •  Familiarity with financial concepts and sound understanding about global financial markets.
  •  Excellent problem solving skills and willingness to handle complex customer problems independently.
  • Ability to work in fast-paced sales environment. High level of engagement with internal groups-GTM & Proposition-to deliver highly customized solutions to end-users.
  •  Curios and ambitious to learn and master customer workflows and then visualize, design and execute bespoke solutions.
  •  Ability to meet deadlines and expected levels of service quality.
  •  Ability to meet deadlines and expected levels of service quality.
  •  Ability to work on multiple tasks simultaneously and delivering all of them on time by meeting desired service expectations.   

Thomson Reuters employees take pride in providing our customers around the world with information that is timely, accurate, unbiased and trusted. We have a profound respect for the professions and customers we serve and define our success in terms of their success. Our work environment is dynamic, innovative and entrepreneurial. We have a result-oriented culture that demands excellence, agility, and the desire to move quickly and precisely to seize opportunities. Our environment is both challenging and supportive - we give employees the opportunity to develop their skills and do their best work.


At Thomson Reuters, we believe what we do matters. We are passionate about our work, inspired by the impact it has on our business and our customers. As a team, we believe in winning as one - collaborating to reach shared goals, and developing through challenging and meaningful experiences. With more than 45,000 employees in more than 100 countries, we work flexibly across boundaries and realize innovations that help shape industries around the world. Making this happen is a dynamic, evolving process, and we count on each employee to be a catalyst in driving our performance - and their own.

As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

Intrigued by a challenge as large and fascinating as the world itself? Come join us.

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More information about Thomson Reuters can be found on

Req #: JREQ097821
Locations: Bangalore-India
Job Function: Professional & Consulting Services
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