Financial Associate I - Taxonomy

1 Week ago • All levels • Finance • ~ $50,000 PA

Job Summary

Job Description

The Financial Associate I - Taxonomy will contribute to the development of a new financial data database by reviewing detailed data sheets, applying labels and annotations to financial data, conducting financial statement analysis, and supporting the development of labeling standards and dashboards. This role requires a strong understanding of accounting and finance principles, excellent communication, and meticulous attention to detail. The position is within AlphaSense's newly created Taxonomy Team, focused on expanding company coverage within their FinData offering. The role involves historical financial statement analysis, collaboration with analysts, and contributing to exceptional client service.
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:
  • CPA, CFA, or similar designation
  • Experience in capital markets
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 Taxonomy 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 the financial data industry with their exposure and contributions to increasing the coverage of our financial database.

What You’ll Do: 

  • Build and support the review of detailed data sheets on both existing and new coverage across all global geographies.
  • Lead initiatives to apply labels and annotations to financial data based on your specific research and understanding of accounting and/or finance principles.
  • Conduct historical financial statement analysis.
  • Develop expertise to support the development of labelling standards, dashboards for comparative analysis, and new model features.
  • Support Analysts in providing exceptional client service to all clients.

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
  • 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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