Streamline the production of weekly schedules to ensure the Global Equity Research team is positioned for high-velocity output
Develop and refine data-driven reporting frameworks for predictive models, enabling strategic prioritization of workflow and resource allocation.
Conduct rigorous gap analyses to pinpoint areas for coverage expansion.
Audit, evaluate and remediate vendor data questions and entity related matters.
Serve as a subject matter expert on coverage lifecycle events.
Analyze existing workflows and technical documentation to enhance departmental scalability and efficiency.
Synthesize internal KPIs and client engagement metrics into performance reports.
Manage user access and permissions across the Research team’s suite of proprietary tools.

Bachelor's degree in Finance, Economics, Data Analytics, Mathematics, or a related quantitative field.
1+ years of experience in finance or a related analytical field, or equivalent exposure through internships and coursework in statistics, financial accounting, or business analytics.
Proficiency in Excel (VLOOKUPs/XLOOKUPs, Index-Match, Pivot Tables, Data Validation, basic Macro/VBA), SQL for database querying, and Python (Pandas) for automating repetitive data tasks.
Basic experience with Tableau or Power BI; familiarity with Bloomberg, FactSet, or S&P Capital IQ is a plus.
A perfectionist mindset toward data entry, maintenance, and accuracy.
Ability to write clear Standard Operating Procedures (SOPs) for repeatable workflows, while managing recurring deliverables alongside ad-hoc requests from senior analysts; must be able to work EST hours.

Research Operations Associate

Key skills