460 Factset Jobs

Department: Lending Services Job Purpose We are looking for a passionate, energetic individual to join our Lending Services division. You will be part of team working as an extension to our European based client ensuring we fulfill the applicable SLAs. Key Responsibilities Project Finance Portfolio Monitoring Credit Review: Perform detailed annual and quarterly credit reviews for allocated projects, assessing performance against original underwriting assumptions and covenants. Analyze financial, operational, and technical performance of the projects, including key project milestones (for construction phase) and actual vs. budget comparisons (for operational phase). Monitor key financial metrics such as DSCR, LLCR, PLCR, IRR, and coverage ratios, flagging early warning signals. Construction Phase Monitoring: Review EPC progress, cost reports, drawdowns, variation orders, contingency usage, and timelines. Analyze project risk registers and mitigation strategies, ensuring alignment with lender expectations. Track completion tests, project milestones, and compliance with debt service commencement requirements. Operational Phase Monitoring: Assess plant availability, capacity utilization, OM performance, and major maintenance plans. Review revenue streams (e.g., PPA tariffs, offtake arrangements), operating costs, and adherence to financial covenants. Identify sector-specific risks (e.g., curtailment risk in wind/solar, toll collection efficiency in roads) and analyze their potential credit impact. Stakeholder Communication: Liaise with internal credit teams, relationship managers, and if required, borrowers or third-party consultants to gather key information. Prepare and present clear, concise review memos, highlighting key credit concerns and recommendations. Regulatory and Compliance Support: Ensure compliance with internal risk rating models and regulatory requirements relevant to project finance exposures. Support internal audits and regulatory reviews by providing necessary documentation and analysis. Key Competencies 4-14 years of experience in project finance, credit analysis, or portfolio monitoring, preferably across infrastructure and energy sectors. Strong understanding of project finance structures, financial modelling, and risk assessment. Familiarity with sector-specific KPIs, regulatory frameworks, and performance benchmarks. Proficiency in financial analysis tools (Excel, Factset, CapitalIQ, etc.); exposure to project finance models is a plus. Excellent written and verbal communication skills for preparing high-quality review notes and engaging with stakeholders. Ability to manage multiple priorities and meet tight deadlines under minimal supervision.

Department: Investment Banking Sector Specific ExperiencePreferred: Consumer, Industrial, Metal Mining, OilGas, Power Infrastructure, Chemicals 1-2 months' notice candidates preferred due to business need. Job Purpose Acuity is currently looking for dedicated and motivatedindividuals who have strong leadership, organizational and teamwork skills forits Investment Banking team based in Gurgaon. Key Responsibilities - Supportingour clients on multiple industries including Consumer, IT/ BPO, Telecom, RealEstate, Infrastructure, Healthcare, Metal Mining, Retail, Oil Gas,FIG, Services . Preparingfinancial analysis including trading/ transaction comparable, operational/financial benchmarking, valuation analysis, etc. Preparingpitch books, industry research, deals peers screening, company profilesand company focused discussion documents related to various industries. Meeting project timelines andquality of deliverables in a manner to ensure high client satisfaction Conducting quality control check ofthe outgoing reports / packs Engaging client independently oncalls and e-mails Demonstrating strength andexperience in client / requester relationship building and management,information / knowledge needs assessment Other responsibilities include: Scoping the new projects,structuring deliverables/new research products Producing high quality informativeand visually appealing presentations and deck Key Competencies EducationalQualification -MBA/ CFA/ CA. 2-10 years of experience in the Investment banking space Experienceof working Investment banking projects. Detailed financialanalysis with knowledge / experience of working on financial statements Targetidentification, Trading and Transaction comps Benchmarking, Ratioanalysis Pitch book / IMsupport and company profiles Macro-economic andindustry overviews with experience working across various industries Bespoke qualitativeresearch Shouldbe able to work independently, with minimal guidance and support Priorexperience in handling clients directly through calls / mails Excellentwritten and spoken communication skills Shouldbe well versed with MS Office suite specially Microsoft Excel, Word, and PowerPoint. Workingknowledge of database such as Bloomberg, CapitalIQ, Factset, Thomson, etc.

Supporting our clients on multiple industries including Consumer, Industrials, Telecom,Real Estate, Infrastructure, Healthcare, Metal Mining, Retail, Oil Gas, FIG, Services Preparingfinancial analysis including trading/ transaction comparable, operational/financial benchmarking, valuation analysis, etc. Preparing pitch books, Information memorandum (IMs), industry research, deals peersscreening, company profiles and company focused discussion documents related tovarious industries. Meeting project timelines and quality of deliverables in a manner to ensure high clientsatisfaction Conductingquality control check of the outgoing reports / packs Engagingclient independently on calls and e-mails Scoping the new projects, structuring deliverables/new research products Producinghigh quality informative and visually appealing presentations and deck Demonstratingstrength and experience in client / requester relationship building andmanagement, information / knowledge needs assessment Preferred Candidate profile- MBA/CFA/ CA with 4-6 years of experience in the Investment banking space Experienceof working Investment banking projects, including Financial Benchmarking,Trading Transaction Comps, Modelling Sanity , Pitch book / IM support andcompany profiles. Macro-economicand industry overviews with experience working across various industries. Target identification, Trading and Transaction comps o Benchmarking, Ratio analysis. Should be able to work independently, with minimal guidance and support. Prior experience in handling clients directly through calls / mails. Excellentwritten and spoken communication skills . Shouldbe well versed with MS Office suite specially Microsoft Excel, Word, and PowerPoint . Workingknowledge of database such as Bloomberg, CapitalIQ, Factset, Thomson, etc

0-2 months' notice candidates preferred due to business need . Job Purpose Acuity Knowledge Partners is currently looking fordedicated and self-motivated individuals who have strong organizational andteamwork skills to support the DCM ECM team of a global investment bank. Key Responsibilities - Equity Capital Markets Supporting our clients onpreparing pitch books, company focused discussion documents, studying analysing various type of precedent equity offerings Managing delivery execution of projects on ECM side, including capital market updates,newsletters, shareholder / ownership analysis, IPO comps / analysis, new equityissuance analysis, Capital structure analysis, Investor analysis and profiles,ECM transaction case studies, , industry research, league tables etc Should have fair knowledgeabout capital markets, equity offerings, equity-linked offerings likeconvertible bond market Debt CapitalMarkets Prepare pitch books,capital structure analysis, debt profiles, credit memos, sales memos and roadshow presentations Creating variousissuer/target related analyses including market analyses, company profiles,credit highlights, balance sheet analyses, credit ratings assessment, andcompetitive benchmarking Working on market updates /newsletters including commentary, trading levels, recent issuances update,major economic events RequiredBackground MBA / CFA/ CA/ Graduate Relevant experience of 2-8years in Investment Banking preferably Equity Capital market Debt Capital Markest team of a bank,boutique firm, KPO, consultancy, or advisory firm. Ability to workindependently and possess the management/leadership skills to run the researchon a day-to-day basis and apply his insights to client ideas Should have fair knowledgeabout capital markets, equity offerings, equity-linked offerings likeconvertible bond market Strong statistical andanalytical skills to assess the economic performance/analysis of companies andindustries for clients The candidate should havethe ability to work independently Excellent written andspoken communication skills Working knowledge ofdatabases such as Factset, Dealogic, CapitalIQ, Bloomberg, Thomson Research, Morningstar MS Office skills shouldbe good in MS PowerPoint, MS Excel, and MS Word

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate , serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. What You’II Do Maintain and resolve bugs in existing components Contribute new features, fixes, and refactors to the existing code Perform code reviews and coach engineers with respect to best practices Work with other engineers in following the test-driven methodology in an agile environment Collaborate with other engineers and Product Developers in a Scrum Agile environment using Jira and Confluence Ability to work as part of a geographically diverse team Ability to create and review documentation and test plans Estimate task sizes and regularly communicate progress in daily standups and biweekly Scrum meetings Coordinate with other teams across offices and departments What We’re Looking For Bachelor’s degree in Engineering or relevant field required. We are looking for 3-4 years of Total experience engineer for this role. Strong technical basis , collaborative, troubleshooting, and communication skills Strong analytical and problem-solving skills & Project management skills. Experience with Python language Knowledge on Python libraries , Pandas, Numpy. Database experience, preferably SQL Experience with Github-based development processes Working experience on AWS services, Lambda, EC2, S3, AWS Glue etc. Working experience on APIs is a must Experience building and deploying production level services Good organizational and problem-solving skills, self-directed, and resourceful with the ability to appropriately prioritize work in a fast-paced environment Ability to work in a team-oriented environment Nice to have skills Work experience of Jupyter Notebooks is plus. Familiar with Agile software development (Scrum is a plus). Experience working in Linux/Unix environment is desirable. Technically leading the team experience is a plus. What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. Company Overview: FactSet ( NYSE:FDS | NASDAQ:FDS ) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn . At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

Key Responsibilities Collaborates closely with the client's corporate finance, strategy, business development, and M&A teams Provide independent support to clients in the real estate sector, concentrating on the multifamily asset class in areas such as valuation, model validation, investment research, drafting investment memos, preparing board presentations, and formulating investment thesis Develops and update financial models, pro forma statements, discounted cash flow and cap rate analyses (using different methodologies; DCF, IRR, CM Multiple, Cap Rate, etc.) Manages a portfolio of designated multifamily projects across various stages of workflow, including application intake, underwriting, processing, funding, and ongoing monitoring Analyse the financial performance of properties and benchmarking against budgetary goals Conducts analyses of individual properties, rent-roll analysis, tenant agreements, lease abstraction, tenant credit analysis, capital projects, financial statements, market conditions, competitive positioning and other pertinent data Assist throughout the acquisition, financing, and disposition processes for each multifamily development initiative Creates engaging presentation materials for both internal stakeholders and external audiences Analyse market conditions and tracks industry trends Contributes toward managing project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Demonstrate strength and flair in client/requester relationship building and management Key Competencies Experience of about 2-4 years on performing financial modelling, due diligence, M&A and deal supports, financial analysis, presentation, competitive & operational benchmarking studies, etc. Excellent knowledge & experience on preparation of high quality – power point presentations, excel based financial modelling & analysis Experience on managing internal & external clients, delivering projects/assignments, building cases and scenario analysis. Expected to work independently or with minimal guidance Strong written and verbal communication skills Qualification as MBA / CFA/ CA Knowledge of various databases (Capital IQ, FactSet, Pitchbook, Bloomberg, etc.)

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. What You’II Do Maintain and resolve bugs in existing components Contribute new features, fixes, and refactors to the existing code Perform code reviews and coach engineers with respect to best practices Work with other engineers in following the test-driven methodology in an agile environment Collaborate with other engineers and Product Developers in a Scrum Agile environment using Jira and Confluence Ability to work as part of a geographically diverse team Ability to create and review documentation and test plans Estimate task sizes and regularly communicate progress in daily standups and biweekly Scrum meetings Coordinate with other teams across offices and departments What We’re Looking For Bachelor’s degree in Engineering or relevant field required. We are looking for 3-4 years of Total experience engineer for this role. Strong technical basis , collaborative, troubleshooting, and communication skills Strong analytical and problem-solving skills & Project management skills. Experience with Python language Knowledge on Python libraries , Pandas, Numpy. Database experience, preferably SQL Experience with Github-based development processes Working experience on AWS services, Lambda, EC2, S3, AWS Glue etc. Working experience on APIs is a must Experience building and deploying production level services Good organizational and problem-solving skills, self-directed, and resourceful with the ability to appropriately prioritize work in a fast-paced environment Ability to work in a team-oriented environment Nice to have skills Work experience of Jupyter Notebooks is plus. Familiar with Agile software development (Scrum is a plus). Experience working in Linux/Unix environment is desirable. Technically leading the team experience is a plus. What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Learn More About Our Benefits Here. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. Company Overview FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

About the Opportunity Job TypeApplication 31 August 2025 About The Role Title Manager - Portfolio Compliance Monitoring Department General Counsel Shared Services Location Gurgaon, India Reports To Senior Manager - Portfolio Compliance Monitoring Level 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our General Counsel Shared Services Team and feel like youre part of something bigger. General Counsel General Counsel (GC) is a trusted advisor to all parts of FIL, providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy & Strategic Relationship Management General Counsel Shared Services: The General Counsel Shared services function is a global centre of expertise currently being built out in Dalian and India. It will provide operational support and services to the General Counsel function. Three key verticals of GC shared services are:- Reporting and Systems- Central hub in GC for all reporting and systems related activities. Operations - This is bouquet of various service offering for GC like Training Admin, support in Europe compliance, information barriers, legal and co sec ops. Investment Compliance- Compliance team in India provides effective monitoring of FILs funds to ensure compliance with funds mandates and regulatory rules in verticals like Portfolio compliance Monitoring, Investment Management Compliance Advisory and Investment Management Compliance Monitoring. Portfolio Compliance Monitoring: The Portfolio Monitoring team is a global function is part of FILs Global Investment Compliance and Monitoring department, with teams present in Hong Kong, London and Gurgaon. The team is primarily responsible for performing End of Day (EOD) portfolio compliance monitoring for all retail and institutional products globally managed by FIL as well as coding portfolio restrictions and investment guidelines in compliance monitoring system. The Portfolio Monitoring team also provides compliance guidance and support to FILs investment professionals, including Portfolio Managers across all asset classes, Portfolio Support Groups, Investment Risk and Portfolio Analytics teams. In relation to its portfolio compliance monitoring responsibilities, the team also engages with FILs institutional services and product management teams and other support functions, including local compliance officers, legal and investment services globally. Global Investment Compliance: The Global Investment Compliance (GIC) function provides advice, support, oversight and challenge to teams across Fidelitys Investment Solutions and Services (ISS) business. Stakeholders include portfolio managers, research analysts, trading desks, corporate finance, institutional teams and their respective support groups. About your role You will be playing a key role within the team with respect to the launch of new investment products, take-on process for new mandates and amendments of existing investment guidelines by communicating with various colleagues within investment compliance as well as externally, on the suitability of the investment restrictions and ensuring that investment restrictions are accurately coded in the Charles River compliance system. Key Responsibilities Onboarding of new clients for investment compliance by understanding the client requirements, interpreting the prospectus / investment mandate and extracting compliance restrictions to ensure guidelines and restrictions are effectively coded into compliance systems for ongoing monitoring of funds/accounts guidelines; Perform the review of regulatory and client guidelines to ensure accuracy and efficiency of existing rules coded; Regular Rule maintenance on compliance system i.e. CRD; Conduct Account Mapping / Review viz a viz applicable rule; Continuously improve compliance monitoring of guidelines and regulatory rules by assisting with compliance rule testing, new rule development, improving the automated monitoring of rule and ensuring rules are working as intended; Liaison with the broader Investment Compliance colleagues globally to ensure that investment restrictions coded on the compliance system are correctly interpreted; this may require discussions with Client Services, Relationship Directors, Legal and Product teams; Prepare documentation to support reviews conducted and to substantiate/demonstrate adequate processes/controls in coding rules; Research ad-hoc queries from compliance reporting team to determine if client portfolio is in line with the investment guidelines; Assist in resolving queries with regional compliance teams; Assist with ongoing review of relevant processes and procedures to ensure best practice; Assist in a range of FIL-wide projects or tasks; Assist with ad-hoc compliance monitoring tasks, as required. Experience and Qualifications Required Experience in Investment compliance guideline rule coding in Charles River is a must; Good understanding of Charles River system workflows and parameters; Must have knowledge of data set up in Charles River from vendors such as Bloomberg, Factset and ESG; Technology Savvy with experience in writing high quality, readable, reusable, testable code; Experience with regulatory environments such as UCITS, SFC, FCA and SEC would be an added advantage; Strong understanding of portfolio monitoring processes, including the interpretation of client investment management agreements; 9+ years of experience in working in the investment management industry (preferably in investment compliance) and of investment products; Good instrument knowledge of equities, fixed income and derivatives; Must have understanding of ESG guidelines and frameworks; Be a strategic thinker, possess strong facilitation and data gathering skills; Effective problem solver, attention to detail and ability to work to tight deadlines under pressure; CFA or Bachelor of Business or Commerce preferred; Business-level verbal and written English communication / presentation skills; Positive team player as well as the ability to work on their own initiative; Strong self-motivation, organisation, prioritisation, time management, used to adapting to unforeseen changes.

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Your Team's Impact Looking for a fun and dynamic tech role, nestled deep in the finance industry? The Client Solutions Associate Role Will Offer You Training program spanning 6 months to get you ready for this client-facing FinTech role Exposure to the largest domestic and global financial institutions across Investment Management and Investment Banking Responsibility for owning a multimillion-dollar book of accounts within the first 12 months Opportunity to become the lead consultant on tech projects that hold up our superfund and asset management industry Competitive starting salary with extra Perks not limited to; free lunch, a stocked fridge & pantry, private health care, Social Events Opportunity to lead, contribute or attend meaningful Corporate Social Responsibility Programs What You'll Do Client Solutions Associates begin their careers through a comprehensive development program, followed by working with clients first over the phone. Throughout the program, Client Solutions Associates will develop a wide array of skills and provide value to our clients by: Developing a deep knowledge base across our business, products, and clients Communicating with impact in person and over the phone while mastering presentation and public speaking skills both internally and externally Asking effective questions in various situations to gather information, uncover needs, and create solutions to foster a truly collaborative and consultative partnerships Defining key industry terms and concepts important to FactSet’s clients to be an industry expert Using advanced product knowledge and understanding of FactSet’s product suite to identify and implement solutions specific to client and user workflows including Excel modelling, company research, and portfolio analysis Responsibilities Following the successful completion of the training program, you will quickly become an integral part of the team and start taking up responsibilities as a FactSet Consultant by: Managing a group of accounts assigned to you, ensuring that the relationship is healthy and that the client is getting maximum value out of the FactSet software Customizing solutions to fit with individual client workflows and ensuring that the client can make efficient and accurate decisions using FactSet data and tools Effectively demonstrating the various product lines to clients and provide software training to individuals as well as small and large groups Visiting clients on a regular basis to provide face-to-face support, training and build strong relationships Working on longer term projects with clients to enable them to get value out of the FactSet product suite. Being effective problem solvers and providing creative solutions to the many question’s clients have in and around the use of FactSet. Answering day-to-day client queries and providing creative and complex solutions through our helpdesk. What We're Looking For The ideal Client Solutions Associate possesses the following qualifications: A bachelor's degree (Mathematics, Computer Science, Engineering, Finance and Economics majors are preferred) Fresh graduates or finance professionals with less than 3 years of working experience Fluent in English writing and speaking skills Background or strong interest in a Finance or FinTech industry Strong analytical and problem-solving skills and ability to come up with creative solutions Exceptional communication, interpersonal and client-facing skills Sound working knowledge of spreadsheets (e.g., Excel) and databases What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Company Overview Learn more about our benefits here. FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

Work Location- Gurgaon (Hybrid) Experience- 8 to 16 years Experience and Qualifications Required; • Experience in Investment compliance guideline rule coding in Charles River is a must; • Good understanding of Charles River system workflows and parameters; • Must have knowledge of data set up in Charles River from vendors such as Bloomberg, Factset and ESG; • Technology Savvy with experience in writing high quality, readable, reusable, testable code; • Experience with regulatory environments such as UCITS, SFC, FCA and SEC would be an added advantage; • Strong understanding of portfolio monitoring processes, including the interpretation of client investment management agreements; • 9+ years of experience in working in the investment management industry (preferably in investment compliance) and of investment products; • Good instrument knowledge of equities, fixed income and derivatives; • Must have understanding of ESG guidelines and frameworks; • Be a strategic thinker, possess strong facilitation and data gathering skills; • Effective problem solver, attention to detail and ability to work to tight deadlines under pressure; • CFA or Bachelor of Business or Commerce preferred; • Business-level verbal and written English communication / presentation skills; • Positive team player as well as the ability to work on their own initiative; • Strong self-motivation, organisation, prioritisation, time management, used to adapting to unforeseen changes. If interested,share your updated CVs on aastha.verma@elementshrs.com

SG Analytics (SGA), a Straive company, is a leading global data and AI consulting firm delivering solutions across AI, Data, Technology, and Research. With deep expertise in BFSI, Capital Markets, TMT (Technology, Media & Telecom), and other emerging industries, SGA empowers clients with Ins(AI)ghts for Business Success through data-driven transformation. A Great Place to Work® certified company. SGA has a team across the U.S.A, U.K, Switzerland, Poland, and India. Recognized by Gartner, Everest Group, ISG, and featured in the Deloitte Technology Fast 50 India 2024 and Financial Times & Statista APAC 2025 High Growth Companies, SGA delivers lasting impact at the intersection of data and innovation. Role Description: We are seeking a seasoned Senior Project Manager to lead and oversee the end-to-end workflow of financial modelling projects and financial data processing projects. This role involves managing a team of analysts, ensuring timely and high-quality delivery of financial models , and maintaining strong client relationships. The ideal candidate will possess deep financial modelling expertise, strong leadership capabilities, and a proactive approach to problem-solving and process improvement. Roles & Responsibilities: Lead the financial modelling process from initial client request to final delivery, ensuring adherence to critical deadlines and service standards. Collaborate with clients to develop multiple asset class models in Excel using database add-ins such as Capital IQ, LSEG, Bloomberg, and FactSet. Supervise a team of analysts, conduct regular team meetings, and promote best practices and continuous improvement. Perform rigorous quality checks on financial models to ensure accuracy and compliance. Foster a collaborative and innovative team environment, encouraging creativity and calculated risk taking. Serve as a primary point of contact for clients, providing expert guidance and recommending tailored solutions. Identify and address root causes of service issues to enhance quality and productivity. Communicate project status updates regularly to senior management. Ensure all service level agreements (SLAs) are met and delivered as per client specifications. Manage multiple projects simultaneously, resolving client and project-related issues efficiently. Adapt to evolving process requirements and handle ad-hoc tasks and projects as needed Required Skillset: Minimum 10 years of experience in the financial services industry, with at least 5 years in team and workflow management. Proven experience in people and process management. Knowledge in using financial databases such as Bloomberg, FactSet, Capital IQ, and LSEG; financial modelling expertise is a strong advantage. Strong collaboration and prioritization skills to manage dynamic client requirements. Excellent organizational and leadership abilities to guide and motivate teams. In-depth understanding of management strategies and their practical application. Exceptional attention to detail and communication skills (both written and verbal). Advanced analytical and problem-solving capabilities. Proficiency in Microsoft Excel and basic VBA. Solid grasp of financial concepts and global financial markets. Ability to manage multiple tasks and deliver high-quality results within tight deadlines. Strong interpersonal skills with the ability to influence stakeholders across various levels. Looking someone who can join in 30 - 45 days.

Qualitative Quantitative (Investment Banking) - Associate/ Sr Associate/ Delivery Lead Key Responsibilities: • Play a key role in the origination, generation & evaluation of ideas / opportunities, and execution of transactions and working across broad scope of assignments across multiple geographies and sectors • Conduct deep dive research and analysis on various industries including TMT, Real Estate, Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG, among others • Working on company profiles (ranging from strips / thumbnails to one-page summaries to detailed ones), potential targets / buyers / M&A screening, Pitch book update and other adhoc research • Take ownership of sophisticated financial models, company valuation, trading/ transaction comparable, ratio analysis, financial performance analysis, etc. • Structure and/or supervise presentations and projects / transactions related documents • Benchmark companies on various financial and operating parameters to analyze the competitive positioning • Exhaustive secondary research (through databases, general secondary sources, journals, annual reports, company websites, government and ministry websites) • Communicate with current & potential clients regarding projects structuring, timelines and clarifying queries • Industry screening on pre-defined criteria to create a shortlist • Financial analysis with extensive use of databases, filings and other company documents • Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction” • Presenting findings of analysis to clients, team members and senior management • Conducting detailed quality checks of all outgoing materials • Ability to work individually and in the team Required Background: • MBA (Finance) / Chartered Accountant / CFA • Experience of 2-8 years in Investment banking division of a bank, boutique firm, KPO, consultancy and advisory firm • Should have good knowledge, understanding and working experience of industry research, company profiles, case studies, potential targets / buyers / M&A screening, company valuations and financial performance analysis • Strong finance fundamentals and knowledge of financial terminology • Excellent working knowledge of databases such as Bloomberg, Capital IQ, Thomson Reuters, FactSet, Pitchbook, CB Insights, etc. • Excellent written and spoken communication skills • MS Office skills - should be proficient in MS PowerPoint, MS Excel, and MS Word • Exposure to handle client relationships • Ability to work independently and effectively under tight deadlines

Qualitative Quantitative (Investment Banking) - Associate/ Sr Associate/ Delivery Lead Key Responsibilities: Supporting our clients on multiple industries including Consumer, IT/ BPO, Telecom, Real Estate, Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG, Services Preparing deals & peers screening, market maps, buyer lists, pitch books, industry research, company profiles and company-focused discussion documents related to various industries. Preparing financial analysis including trading/ transaction comparables, operational/ financial benchmarking, valuation analysis, etc. Meeting project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Other responsibilities include: Scoping the new projects, structuring deliverables/new research products Producing high quality informative and visually appealing presentations and deck Demonstrating strength and experience in client / requester relationship building and management, information / knowledge needs assessment Required Background: MBA/ CFA/ CA 2-8 years of experience in the Investment banking space Experience of working Investment banking projects, including: Detailed financial analysis with knowledge / experience of working on financial statements Preparing buyer/target lists, market mapping, trading and transaction comps Pitch book / IM support and company profiles Macro-economic and industry overviews with experience working across various industries Bespoke qualitative research Prior experience in handling clients directly through calls / mails Should be well versed with MS Office suite specially Microsoft Excel, Word, and Power Point Working knowledge of databases such as Bloomberg, CapitalIQ, Factset, Thomson, etc.

About The Opportunity Job Type: Permanent Application Deadline: 29 August 2025 Job Description Title Business Analyst Department ISS Delivery Location Bengaluru, India Reports To Senior Manager Business Analyst Level 4 We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Investment Solutions and Services (ISS) Delivery team and feel like you are part of something bigger. About Your Team ISS Delivery provides the design and delivery of all changes in business process and/or technology solutions that support the growth for Fidelity’s Global Investment Solutions & Services business. We support Investment Management, Asset Management Operations and Distribution teams primarily located in London, Hong Kong, Tokyo, Toronto, Australia, Singapore, and China. About Your Role Fidelity is embarking on a number of strategic programmes of work that will create an end-to-end solution to enable the next evolutionary stage of our Institutional investment management business. These programmes span across asset classes and include Research, Sustainable Investing, Quant and Systematic Investing, Portfolio Construction, Order Generation and Execution Management, and Investment Risk and Analytics. The successful candidate will join our Business Analysis team working with Performance and Attribution, tasked with delivering change to our Equity, Fixed Income, Solutions, and Multi Asset businesses. As a Business Analyst, you will be responsible for: Leading engagements with key stakeholders across the global investment team. Collaborating with internal counterparts (architects, engineers and other analysts) across geographical locations. Collaborating with third party vendors to design solutions and optimise use of products used. Producing high-quality documentation, requirements gathering, business analysis, and business process mapping and optimisation. Managing end-to-end delivery of projects and changes from inception through to completion. Providing support and training to users on the best use of technology platforms and tools. About You With a solid background in the analysis, design, and implementation of complex investment management technology solutions, you’re the specialist we need. You: Preferably have 8+ years of experience in investment management technology specifically investment performance computation and performance attribution. Have experience with market-leading Investment Risk and Attribution tools such as MSCI (Barra One, Risk Manager) and FactSet (B-One, Workstation). Have experience with end-to-end systems implementation, from specification through to deployment. Are proficient in SQL. Are skilled in the use of business analysis tools like Excel, Jira, and Confluence. Have strong experience in Agile delivery practices. Have experience working with stakeholders and teams across a business and at all levels. Know how to communicate complex ideas to non-technical audiences effectively. Possess sound problem-solving and team-building skills. Hold a relevant degree-level education, with professional qualifications (CFA, FRM, CIPM) being advantageous. Feel rewarded For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate , serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Your Team's Impact The Associate, HR Shared Services will be responsible for providing day-to-day support to all employees, administering, and executing core operational processes and resolving inquiries in a timely fashion with an eye on meeting / exceeding SLA requirements. What You'll Do 20% Learn HR processes, tools and technology, workflows 80% Responsible for delivering HR customer service to employees, managers, and other customers. First point of contact for employees, queries on policy, procedure and redirects non-HR queries as required. Investigates simple and complex queries to develop problem resolution. Executes simple and complex transactions on behalf of the employee. Handle simple queries. What We're Looking For Bachelor’s degree in a related field Excellent communication skills (written and verbal) Customer Service Oriented Excellent Interpersonal Skills such as ability to adapt, problem solving, taking ownership and be a team player. Strong Organizational skills Proficiency in Microsoft Office Applications including Word, Excel, PowerPoint and Outlook Ability to analyze data and see a trend/pattern Should be flexible to work in rotational shift Highly Desired: MBA or any other relevant degree in Human Resources What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a Fact Setter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. · Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. Company Overview: FactSet ( NYSE:FDS | NASDAQ:FDS ) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn . At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuation and fairness opinions. As one tightly integrated team of more than 1,000 professionals across 15 countries, we offer an unmatched perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Learn more at www.lincolninternational.com. At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients. Lincoln International is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We encourage you to read more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts. Duties & Responsibilities: The Research Specialist will play a critical role in supporting the investment banking team by identifying and evaluating privately held companies for potential acquisition, investment, or strategic partnerships. This individual will be responsible for sourcing high-potential targets, conducting market research, and delivering data-driven insights to support company qualification efforts. The ideal candidate will have strong financial acumen, experience working with financial and market data, and a deep understanding of private company research. This role reports to the Data Governance Manager, with a dotted-line relationship to the Co-Heads of the Private Company Coverage Group (PCCG). Key Responsibilities: Company Research & Target Sourcing: Conduct research to identify companies in targeted industries that align with the M&A teams’ Use company databases (e.g., PitchBook, CapIQ, Grata, Sourcescrub) and proprietary sources to identify companies and gather company intelligence. Track industry trends, deal activity, and market shifts to refine sourcing Financial & Strategic Analysis: Analyze company financials, funding history, and ownership structures to assess viability as Segment and prioritize companies based on key financial and operational Database Management & List Building Develop and maintain databases of potential targets, ensuring data accuracy and Standardize and categorize company profiles based on industry, size, and Regularly update target lists to reflect changes in company performance, ownership, or market Market Intelligence & Competitive Analysis Monitor M&A activity, IPO filings, and leadership changes to identify companies likely to consider a Track competitor strategies and market consolidation trends to provide strategic Summarize research findings in reports, memos, and presentations for deal Qualifications: Interested candidates should meet the following requirements: Professional and Cultural Characteristics: Self-motivated, proactive, and able to thrive in a fast-paced Highly collaborative and a strong communicator who can interface with stakeholders across seniority Analytical thinker with a detail-oriented mindset and problem-solving Adaptable and eager to learn new technologies, tools, and business Aligned with Lincoln’s culture of excellence, entrepreneurship, and Qualifications: 2+ years of experience in data management and/or company Bachelor’s degree in Business, Finance, Accounting, Economics, Management Information Systems, or Strong proficiency in financial databases (e.g., PitchBook, Capital IQ, FactSet, Grata). Advanced Excel skills and experience working with large Prior experience in investment banking research, private equity, market intelligence, or financial analysis.Experience with project management and presentation. Knowledge of CRM systems (Salesforce, DealCloud) and automation tools for data Ability to work in a fast-paced environment, managing multiple projects under tight Additional Information: Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Click here to view Lincoln International's Candidate Privacy Notice.

Senior Analyst Investment Banking: Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 1000 companies. With presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. We have 4, 500+ talented professionals operating across 45 countries, including India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets such as Colombia, the Middle East, and the rest of Asia-Pacific. Recognized by Great Place to Work in India, Chile, Romania, the US, and the UK in 2022, we offer a dynamic, growth-oriented, and open culture that prioritizes flexible work-life balance, diverse and inclusive teams, and equal opportunities for all. Curious to know what its like to work at Evalueserve? Watch this video About Corporate and Investment Banking As a global leader in knowledge processes, research, and analytics, youll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects. What you'll be doing at Evalueserve: Work on comparable company analysis, precedent transaction analysis, industry research, company / M & A screening, and newsletter preparation Prepare pitch books, industry overviews, detailed company profiles, management biographies, brokers outlooks, share price performance, evolution of industry / peersvaluation multiples, and possible buyer / seller opportunities Handle responsibilities such as training and guiding junior and new analysts, maintaining efficiency, working independently on complex projects, and delivering error-free projects and client communications Allocate projects to team members depending on their industry expertise and skills, resolvetheir project-related queries, and perform quality checks on client deliverables Create and maintain databases Conduct on- and off-the-job training sessions for new hires and current team members What were looking for: Post Graduate (PGDM / MBA) 2.5 to 5 years of relevant experience in Investment Banking domain Strong Accounting and financial skills \Good MS Office Skills Excellent Communication and interpersonal skills Ability to ensure that tasks within areas of responsibility are completed in a timely manner Ability to practice attentive and active listening skills Knowledge of database tools Factset, Thomsonone, Capital IQ, Factiva, and Bloomberg Ability to identify proactive ways to contribute to firms goals & mission Challenging current thinking by implementing new ways of working Follow us on https://www.linkedin.com/compan y/evalueserve/ Click here to learn more about what our Leaders talking onachievements AI-poweredsupply chain optimization solution built on Google Cloud. HowEvalueserve isnow Leveraging NVIDIA NIM to enhance our AI and digital transformationsolutions and to accelerate AI Capabilities . Know more about how Evalueserve has climbed 16 places on the 50 Best Firms for Data Scientists in 2024! Want to learn more about our culture and what its like to work with us? Write to us at careers@evalueserve.com Follow Us Facebook LinkedIn Instagram Twitter Read our Privacy policy - Evalueserve to learn how Evalueserve processes your personal information. Disclaimer: The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances Please Note : We appreciate the accuracy and authenticity of the informationyou provide, as it plays a key role in your candidacy. As part of the BackgroundVerification Process, we verify your employment, education, and personaldetails. Please ensure all information is factual and submitted on time. Forany assistance, your TA SPOC is available to support you .

Key Responsibilities: Supporting our clients on multiple industries including Consumer, IT/ BPO, Telecom, Real Estate, Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG, Services Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, etc. Preparing pitch books, industry research, deals & peers screening, company profiles and company focused discussion documents related to various industries. Meeting project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Conducting quality control check of the outgoing reports / packs Engaging client independently on calls and e-mails Other responsibilities include: Scoping the new projects, structuring deliverables/new research products Producing high quality informative and visually appealing presentations and deck Key Competencies: MBA/ CFA/ CA 4-6 years of experience in the Investment banking space Experience of working Investment banking projects, including: Detailed financial analysis with knowledge / experience of working on financial statements Target identification, Trading and Transaction comps Benchmarking, Ratio analysis Pitch book / IM support and company profiles Macro-economic and industry overviews with experience working across various industries Bespoke qualitative research Should be able to work independently, with minimal guidance and support Prior experience in handling clients directly through calls / mails Excellent written and spoken communication skills Should be well versed with MS Office suite specially Microsoft Excel, Word, and Power Point. Working knowledge of database such as Bloomberg, CapitalIQ, Factset, Thomson, etc

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Your Team's Impact The Associate, HR Shared Services will be responsible for providing day-to-day support to all employees, administering, and executing core operational processes and resolving inquiries in a timely fashion with an eye on meeting / exceeding SLA requirements. What You'll Do 20% Learn HR processes, tools and technology, workflows 80% Responsible for delivering HR customer service to employees, managers, and other customers. First point of contact for employees, queries on policy, procedure and redirects non-HR queries as required. Investigates simple and complex queries to develop problem resolution. Executes simple and complex transactions on behalf of the employee. Handle simple queries. What We're Looking For Bachelor’s degree in a related field Excellent communication skills (written and verbal) Customer Service Oriented Excellent Interpersonal Skills such as ability to adapt, problem solving, taking ownership and be a team player. Strong Organizational skills Proficiency in Microsoft Office Applications including Word, Excel, PowerPoint and Outlook Ability to analyze data and see a trend/pattern Should be flexible to work in rotational shift Highly Desired MBA or any other relevant degree in Human Resources What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a Fact Setter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Learn More About Our Benefits Here. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. Company Overview FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate , serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Job Profile: Data Platform Delivery Product Management – SPS - Standard Data Feeds Job Title: Senior Product Specialist Department: Data Platform Delivery Product Management Location: Hyderabad ABOUT FACTSET FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Department Description : Data Solutions (DSO) is the industry leading content delivery platform. Clients seamlessly access organized and connected content that is easily discoverable, explorable, and procured via the Open:FactSet Marketplace. Data is delivered via a variety of technologies and formats that meet the needs of our client's workflows. By enabling our clients to utilize their preferred choice of industry standard databases, programming languages, and data visualization tools, we empower them to focus on the core competencies needed to drive their business. The Strategic Business Unit has experienced a double-digit year-over-year growth rate. Our solutions portfolio includes Standard DataFeeds, Data Exploration, OnDemand (API), Views, Cornerstone, Benchmark Feeds, and the Open: FactSet Marketplace. The DSO Product Management team is looking for a dynamic Senior Product Specialist to join our Security Solutions Team which is a combination of FactSet Global Pricing and Fixed Income feeds. In this role, you will be expected to gain a comprehensive understanding of DSO products and delivery technologies, to be a key contributor to defining and expanding the product packages available, and to enhance and add features that provide connectivity, scalability, and enhanced usability. You will work closely with a broadly distributed group of Content, Product, Strategy, Sales & Support, Engineering, and Quality Assurance. JOB RESPONSIBILITIES : Insights – Derives insights to support product bets Regularly gathers, analyzes, and interprets feedback directly from clients and prospects to understand their problems and the gaps in our solutions and in the marketplace. Participates in product discovery. Proactively identifies the market and validates the opportunity to prove whether a solution is valuable, viable, feasible and usable before developing it. Contributes to defining the metrics that will measure product outcomes. Strategy – Identifies and articulates a path to achieve results Performs research and analysis that contributes to the product vision, strategic framework and roadmap. Execution – Delivers on product outcomes Serves as SME on the quality and nuances of the product. Knows the top issues and how to troubleshoot them. Serves as an internal resource to educate junior team members and support help desk on troubleshooting and best practices. Supports Product Managers by prioritizing issues that are critical to fix in order to improve the customer experience. Defines the problem space correctly and experiment with potential solutions before suggesting a specific fix. Adept at separating bugs from user error and stability issues. Escalates issues to Engineering appropriately. Assists to clearly define user needs and acceptance criteria with development teams. Helps to prioritize needs and provides clarity for iterating on solutions. Prioritizes the instrumentation and reporting of key product metrics. Is exposed to Agile principles and best practices. Leadership – Inspires cross-functional teams to achieve great outcomes Gives prompt and candid feedback to cross-functional team members. Coaches and mentors junior team members. QUALIFICATIONS : Bachelor’s degree in B.Tech/MCA or BBA/MBA. A combination of tech and finance would be ideal, although not mandatory. 5-8 years of relevant experience to deploy technological solutions in the market data space (exchange pricing or Fixed Income). Ability to troubleshoot client issues and solve them with a combination of creativity, analytical skills, and subject matter expertise. Understands how to leverage tools and frameworks for product management such as user personas, empathy mapping, and prioritization frameworks. Is product-oriented. Can take a stand to say “No” to stakeholders/engineering and starts by defining the problems, goals and needs, and does experimentation to uncover the best solution. Familiarity with query languages (e.g., SQL) and programming languages commonly utilized in the financial industry (e.g., Python, R, Jupyter Notebook). Knowledge of data sets and technology solutions commonly utilized in the financial industry is a plus. Knowledge of data and technology workflows and end users common in the financial industry is a plus. Knowledge about the pricing of exchange listed instruments (equity and Futures and Options). Understanding of corporate actions, including dividends, stock splits, rights issues, and mergers and acquisitions events. Understanding of corporate and sovereign bond pricing, credit ratings, credit curves, and terms and conditions. Prior experience of automating workflow and improving operational efficiencies will be an added advantage. Company Overview: FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on LinkedIn . Ex US: At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law . Diversity At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Returning from a break? We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. Company Overview: FactSet ( NYSE:FDS | NASDAQ:FDS ) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn . At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate , serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Your Team's Impact Data Solutions Engineering (DSE) provides FactSet clients base complete, accurate, and timely data that is sourced through our applications and custom client processes. The group manages all of the company’s content collection and distribution services, routinely increasing efficiency year over year through automation. The Economic Content Engineering team under DSE is focused on integrating economic data and providing our clients with information delivered in a timely and accurate manner. The team develops solutions and tools for the collection of Economics content from a wide variety of sources and publishing to our client-facing software layers. The team stakeholders are from Manila, Paris, and Hyderabad, among other countries. We are looking for a candidate who is driven, has strong communication skills, and technical knowledge, who will help the team contribute to the company’s goals and help to provide our clients with the data they need to make informed decisions. An engineer who will be able to learn and work on a variety of technologies, including market-used and proprietary technologies. Experienced software engineer with proven proficiency in the development and deployment of software, adhering to best practices, and with fluency in the development environment and related tools, code libraries, and systems. Demonstrated ability to critique code and production for improvement, as well as to receive and apply feedback effectively. Proven ability to maintain expected levels of productivity and increasingly becoming independent as a software developer, requiring less direct engagement and oversight on a day-to-day basis from one’s manager. Focus is on developing software and increasing volume of work accomplished (with consistent quality, stability and adherence to best practices), along with gaining a mastery of the products to which one is contributing and beginning to participate in forward design discussions for how to improve based on one’s observations of the code, systems and production involved. What You'll Do Learning & Training: Participate in training, execute on labs effectively, and learn the processes and technologies used in-house. Proficiency with the tools, libraries, and languages used in development: Develop, test, and deploy software. Additional features and/or content are released to solution end users Communicate and collaborate with product developers, direct manager, and engineering peers to develop the correct solutions Effective project planning and development of expected solutions What We're Looking For Bachelor's or master’s degree in Computer Science or equivalent 3-5 years of software engineering experience Experience in C++ development, ideally on the Windows platform Experience working on ETL pipelines and Python libraries for data manipulation Experience with relational database ( MySQL, PostgreSQL, SQL Server, or a similar RDBMS ) Experience with AWS Familiarity with Agile software development Willingness to understand client needs and adapt solutions accordingly Has strong problem-solving and analytical skills Ability to develop software in the required languages and using required 3rd party tools, applications, and libraries where needed Ability to learn new technologies quickly Has strong communication and interpersonal skills among peers in the organization Ability to apply code review feedback and improve future design and development quality and productivity Ability to learn and apply internal systems and processes for developing and deploying software Is willing to participate in rotating on-call duties for data services Has a desire to learn more about the infrastructure, technology, and data service frameworks What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. Company Overview: FactSet ( NYSE:FDS | NASDAQ:FDS ) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn . At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate , serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Job Profile: Product Specialist Job Description: Data Platform Delivery – Usage and Metering - Product Specialist Job Title: Product Specialist Department: Data Solutions Location: Hyderabad ABOUT FACTSET FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. DEPARTMENT BRIEF: Data Solutions is the industry-leading content delivery platform. Clients seamlessly access organized and connected content that is easily discoverable, explorable, and procured via the Open: FactSet Marketplace. Data is delivered via a variety of technologies and formats that meet the needs of our client’s workflows. By enabling our clients to utilize their preferred choice of industry standard databases, programming languages, and data visualization tools, we empower them to focus on the core competencies needed to drive their business. The SBU contributes over $173M in ASV, with a double-digit year-over-year growth rate. Our solutions portfolio includes Standard Data Feed, Data Exploration, OnDemand (API), Views, Cornerstone, Real Time Products like Exchange Data Feed, Benchmark Feeds, the Open: FactSet Marketplace, Quantopian Enterprise, and other non-workstation initiatives. The Data Platform and Delivery Management team is looking for a Product Specialist to contribute to Usage and Metering product management and support. In this role, you will be expected to understand Data solutions products and delivery technologies comprehensively, be a key contributor to defining and expanding the product packages available, and enhance and add features that provide connectivity, scalability, and enhanced usability. You will work closely with a broadly distributed Content, Product, Strategy, Sales & Support and Engineering group. JOB RESPONSIBILITIES Data Platform Delivery PD – Product Specialist will work on a variety of projects related to Usage and Metering. This individual contributor role is within the Usage and Metering Product Development team. It includes the following responsibilities: Product Feature Support Manage the group’s daily inflow of product requests and guide them to a meaningful and timely resolution. Communicate clear and detailed responses to requests while tying in references to supporting documentation. Contribution to Product Design and Maintenance Assist product owners in spec’ing and designing products that capture market share in the financial data investments space. Contribute to departmental product development projects. Critical Product Analysis Identify recurring issues/requests and make recommendations for feature enhancements. Collection of metrics for product usage, issues reported time to first response, time to resolution, etc. Identify areas for improvement of Product Support Product Documentation and Education Create and maintain support and troubleshooting documentation. Regularly share Data Solutions product best practices with stakeholders JOB REQUIREMENTS We welcome ambitious team players with proven ability to take initiative and find creative solutions. Applicants must have a genuine interest in finance and technology and the desire to continually learn and develop in an ever-changing environment. Education: Bachelor’s or Master’s degree in computer science, Engineering, Information Systems and/or Finance Required Skills: Strong technical and business skills (including presentation and communication) Professional experience and competency in three or more of the following: Log design and troubleshooting Experience working in Unix / Linux environments SQL and other RDBMS platforms Knowledge of Shell scripting / procedural programming Experience with one or more of C++ / Perl / Python / Ruby / Java Proficient in Power BI , Advanced Excel and SQL Technical QA methodology Programmatic APIs Specification writing / technical documentation FQL, Kibana, Jenkins and GitHub Intermediate Python knowledge, R, Matlab Testing using Postman and CI/CD tools like Jenkins Able to understand a complicated technical product line, while being able to manage the complicated business rules surrounding these products. Highly Desired Attributes: Knowledge of financial databases used in financial markets. Knowledge of Product Development Life Cycle from Ideation to Go to Market Technical specification writing or maintenance experience of tools, enhancements, products. Ability to learn automation frameworks and conceptualization. Company Overview: FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on LinkedIn . Ex US: At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law . Diversity At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Returning from a break? We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. Company Overview: FactSet ( NYSE:FDS | NASDAQ:FDS ) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn . At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

Designation-Associate/Senior Associate/Delivery Lead/Delivery manager. Responsibilities • Play a key role in the origination, generation & evaluation of ideas / opportunities, and execution of transactions and working across broad scope of assignments across multiple geographies and sectors • Conduct deep dive research and analysis on various industries including TMT, Industrial & Chemical sector. • Working on company profiles (ranging from strips / thumbnails to one-page summaries to detailed ones), potential targets / buyers / M&A screening, Pitch book update and other adhoc research • Take ownership of sophisticated financial models, company valuation, trading/ transaction comparable, ratio analysis, financial performance analysis, etc. • Structure and/or supervise presentations and projects / transactions related documents • Benchmark companies on various financial and operating parameters to analyze the competitive positioning • Exhaustive secondary research (through databases, general secondary sources, journals, annual reports, company websites, government and ministry websites) • Communicate with current & potential clients regarding projects structuring, timelines and clarifying queries • Industry screening on pre-defined criteria to create a shortlist • Financial analysis with extensive use of databases, filings and other company documents • Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction” • Presenting findings of analysis to clients, team members and senior management • Conducting detailed quality checks of all outgoing materials • Ability to work individually and in the team Skill Requirement • MBA (Finance) / Chartered Accountant / CFA • Experience of 2-8 years in Investment banking division of a bank, boutique firm, KPO, consultancy and advisory firm • Should have good knowledge, understanding and working experience of industry research, company profiles, case studies, potential targets / buyers / M&A screening, company valuations and financial performance analysis • Strong finance fundamentals and knowledge of financial terminology • Excellent working knowledge of databases such as Bloomberg, Capital IQ, Thomson Reuters, FactSet, Pitchbook, CB Insights, etc. • Excellent written and spoken communication skills • MS Office skills - should be proficient in MS PowerPoint, MS Excel, and MS Word • Exposure to handle client relationships • Ability to work independently and effectively under tight deadlines

Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4,500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East, and the rest of Asia-Pacific. Recognized by Great Place to Work ® in India, Chile, Romania, the US, and the UK in 2022, we offer a dynamic, growth-oriented, and meritocracy-based culture that prioritizes continuous learning and skill development, work-life balance, and equal opportunity for all. About Corporate and Investment Banking As a global leader in knowledge processes, research, and analytics, you’ll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects. What you will be doing at Evalueserve- Work as an integral part of Private Equity Clients’ deal team and engage in frequent client interactions Analyze and identify potential targets for Private Equity Clients and drive the deal from initiation to end Build and update financial models including LBO and DCF as part of deal valuation and arrive at reasonable purchase price Assist in preparing investment memo (research, analysis, presentation development) Create marketing teasers / Information Memorandum for deals Quarterly update of precedents transactions list, public comps list Create due diligence analysis through slice and dice of data pack received from potential targets Maintain a deal tracker, scan through a data room and track items that have been uploaded / are pending Research on potential funding sources Assist with tracking investor outreach and follow-ups during active fund raises Assist with responding to lender requests and analyzing data Assist in updating investor portal Work independently on complex projects and deliver error-free outcomes, while maintaining high levels of efficiency and clear client communication Conduct on-the-job and off-the-job training sessions for new joiners and team members Employee friendly work culture and significant upside of managing multiple teams, driving business development as part of career progression What we’re looking for- Postgraduate preferably MBA (specialization finance & econometrics) / CFA / CA 2 to 8 years of financial/ private equity research experience with global clients Sound financial modeling skills, quantitative skills and strong in corporate finance skills Strong in creating power point presentations (Teasers/CIM) for deals Excellent written and oral communication skills Proficiency in databases – Factset, CapIQ, Bloomberg, Pitchbook Disclaimer: The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances. Please Note: We appreciate the accuracy and authenticity of the information you provide, as it plays a key role in your candidacy. As part of the Background Verification Process, we verify your employment, education, and personal details. Please ensure all information is factual and submitted on time. For any assistance, your TA SPOC is available to support you.

Job Title: Investment Banking Qualitative/Quantitative Research (Associate/Senior Associate/Delivery Lead/Delivery Manager) Location: Gurgaon (work from office) Work hours: 10am to 7pm IST/ 1pm to 10pm IST Department: Investment Banking Experience Level : 2-10 years Sector Specific Experience Preferred: Consumer, Industrial, Metal & Mining, Oil & Gas, Power & Infrastructure, Chemicals Job Purpose 1-2 months' notice candidates preferred due to business need. Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Gurgaon. Key Responsibilities - Supporting our clients on multiple industries including Consumer, IT/ BPO, Telecom, Real Estate, Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG, Services . Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, etc. Preparing pitch books, industry research, deals & peers screening, company profiles and company focused discussion documents related to various industries. Meeting project timelines and quality of deliverables in a manner to ensure “high client satisfaction” Conducting quality control check of the outgoing reports / packs Engaging client independently on calls and e-mails Demonstrating strength and experience in client / requester relationship building and management, information / knowledge needs assessment Other responsibilities include: Scoping the new projects, structuring deliverables/new research products Producing high quality informative and visually appealing presentations and deck Key Competencies Educational Qualification -MBA/ CFA/ CA. 2-10 years of experience in the Investment banking space Experience of working Investment banking projects. Detailed financial analysis with knowledge / experience of working on financial statements Target identification, Trading and Transaction comps Benchmarking, Ratio analysis Pitch book / IM support and company profiles Macro-economic and industry overviews with experience working across various industries Bespoke qualitative research Should be able to work independently, with minimal guidance and support Prior experience in handling clients directly through calls / mails Excellent written and spoken communication skills Should be well versed with MS Office suite specially Microsoft Excel, Word, and Power Point. Working knowledge of database such as Bloomberg, CapitalIQ, Factset, Thomson, etc.