Analyse, extract, standardize, and maintain quantitative and qualitative equity data from multiple information sources—including annual reports, company websites, and regulatory filings of public companies.
Apply and uphold defined Index policies and ground rules to ensure a high degree of data quality and policy compliance.
Perform primary research and calculations for: free float, voting rights, shares in issue (total shares outstanding), nationality, industry classification (ICB), country assignment, universe collation, liquidity testing, and IPO set ups.
Conduct primary research during index review periods and draft first responses for client queries, consistent with policy and internal guidance
Perform Quality Control (QC) on peer outputs and provide constructive feedback to improve overall quality.
Conduct root cause analysis (RCA) on data issues and drive action plans that prevent recurrence.
Identify and recommend automation or process optimization opportunities that reduce effort and risk in data management and analysis.
Collaborate with senior team members to implement, test, and document improvements.
Contribute to the development and maintenance of SOPs for all relevant workflows, aligned with risk and governance guidelines.

Master’s degree in Finance or equivalent (MBA, CFA, CA preferred)
1+ years of experience in capital/financial markets, preferably financial research or index operations
Hands-on experience with key financial and referential equity datasets—notably entity masters, pricing, and classifications
Strong technology literacy: Intermediate MS Office (especially Excel); experience with Power Apps, Power Automate (or similar)
Beginner-level SQL
Beginner-level familiarity with AI tools such as Microsoft Copilot, ChatGPT, and Gemini

Equity Index Data Analyst

Key skills