Financial Data Application Specialist

Job Summary

A company is looking for an Application Specialist, Financial Data.

Key Responsibilities

• Assist sales in demos and strategic trials of financial data solutions, including training calls
• Work with account management to provide advanced training, customizations, and product consultations to drive customer adoption
• Act as a subject matter expert to package and communicate insights for sales and account management teams

Required Qualifications

• Strong foundation in Finance, such as pursuing a CFA or a bachelor's degree in Economics/Finance/Accounting
• 2-4 years of relevant experience in equity research, investment management, private equity, accounting, or consulting
• Strong Excel abilities; knowledge of VBA is a plus
• Experience in client-facing roles with high-profile fund managers and analysts
• Familiarity with the institutional investor landscape and financial markets