Financial Associate I - Taxonomy

1 Month ago • 6-8 Years • Finance • ~ $50,000 PA

Job Summary

Job Description

Join AlphaSense's New Data division as a Financial Associate I - Taxonomy. This role focuses on expanding the company's financial data database by searching, analyzing, and collecting company data from various sources like SEC filings and supplemental reports. Responsibilities include applying labels and annotations to financial data, conducting industry research, creating multi-company datasets, identifying and correcting modeling inconsistencies, and collaborating with cross-functional teams. The ideal candidate possesses a strong understanding of financial statements, accounting principles, and capital markets, with excellent communication and teamwork skills. Experience with SQL, PowerQuery, or Python is a plus.
Must have:
  • Bachelor's degree in finance/accounting
  • Understanding of financial statements
  • Strong communication & teamwork
  • Meticulous attention to detail
  • Strong Excel skills
Good to have:
  • SQL, PowerQuery, Python experience
  • CPA, CFA, or similar designation
Perks:
  • Performance-based bonus
  • Equity
  • Generous benefits program

Job Details

Location: Canada (Remote)

Reports to: Team Lead, New Data

About AlphaSense: 

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. 

The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. 

Our platform is trusted by over 4,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 1,500 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

About the Team:

The Taxonomy Team is a newly created division of Alphasense's FinData offering, focused on dramatically increasing the number of companies under coverage. The team is the first step in creating a new financial data database that will offer our customers an unmatched level of accuracy, context, and flexibility to analyze and make investment decisions.

About the Role: 

Join the New Data division inside our Global Research Team as a full-time Financial Associate. Successful candidates will find themselves increasing their knowledge of accounting, capital markets and financial modeling with their exposure and contributions to our database of 4,000+ financial models.

What You’ll Do: 

  • Manage multiple projects which includes searching for, analyzing and collecting company reported data from different filings and company reports (ex. SEC filings (K/Q’s, PRs), Supplemental Reports, etc.)
  • Lead initiatives to apply labels and annotations to financial data based on your specific research and understanding of accounting and/or finance principles
  • Lead projects in which you will conduct industry/sector research and create multi-company datasets and reporting documents
  • Identify financial modeling inconsistencies across the database and implementing processes to correct them
  • Collaborate with various teams across the organization to scope and implement new projects

Who You Are:

  • Bachelor’s degree in finance, accounting, or business with an interest in capital markets and financial modeling
  • Good understanding of financial statements and accounting principles
  • Strong communication skills and highly team-oriented
  • Strong work ethic and integrity
  • Meticulous attention to detail
  • Ability to deliver under pressure and work to tight deadlines
  • Ability to prioritize work and multi-task responsibilities
  • Strong Microsoft Excel skills
  • Experience working with SQL, PowerQuery and/or Python an asset
  • Completion or progress towards a CPA, CFA or similar designation is an asset

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

Base Compensation Range*:  $50,000
Additional Components: You may also be offered a performance-based bonus, equity, and a generous benefits program.
*For base compensation, we set standard ranges for all US-based roles based on function, level and geographic location, benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including geographic location as well as candidate experience/expertise and may vary from the amounts listed above.

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