Position Title: Operational Financial Data Senior Analyst (NY)
Entity: KBRA Analytics
Employment Type: Full Time
Location: New York, New York, United States
Overview
KBRA Analytics, LLC (KBRA Analytics) is seeking an Operational Financial Data Analyst (Senior Analyst) to join our KBRA Financial Intelligence (KFI) Content team in the New York office. The Analyst will play a critical role in ingesting, curating, and managing U.S. GAAP financial data for our KFI product. This may include monitoring industry events and executing upon a variety of projects aimed at improving the timeliness, accuracy, and quality of our data. The Analyst will also provide support for internal and external clients that consume the data and will be required to collaborate with multiple teams across the firm, making the role diverse and providing an opportunity for continuous learning.
Job Responsibilities
- Extract and standardize XBRL data from SEC financial filings to KBRA financial statement taxonomies in accordance with established methodologies.
- Perform data quality assurances using various tools and data sources.
- Troubleshoot and correct data errors and exceptions, including root cause analysis and overall problem management.
- Manage deliverables and communication with third-party providers and vendors.
- Procure content to support best-in-class coverage of the data set.
- Formulate business rules for data validation based on market conventions and data relationships.
- Generate ideas to enhance the data product, increase automation, and optimize processes.
- Generate documentation and reports related to ongoing operations and projects, as required.
- Utilize subject matter expertise to inform methodologies for data management.
Qualifications
- Two (2) or more years of business experience.
- Bachelor's degree, preferably in economics, finance, business analytics, management accounting, mathematics, or related fields.
- Working knowledge of U.S. GAAP, and exposure to IFRS and other international accounting and reporting standards.
- Proficiency in Microsoft Excel, including formulas, pivot tables, and macros.
- Experience creating and using databases such as SQL and NOSQL.
- Exposure to one or more business intelligence tools, such as FactSet, S&P Capital IQ, Refinitiv, Bloomberg Intelligence preferred.
- Understanding of differing reporting patterns for financial statements by jurisdiction and industry sector.
- Understanding of interlinking of financial data with investment securities, corporate action, and market reference data.
- Knowledge of SEC filing requirements and forms.
- A deep understanding of how investor clients use financial data.
- Excellent written, verbal, and presentation skills.
- Experience working with third-party providers and across departments.
- Familiarity with HTML/XBRL knowledge and basic programming skills is preferred.
Salary Range
The anticipated annual base salary range for this full-time position is $80,000 to $100,000. Offer amounts are determined by factors such as experience, skills, geography, and other job-related factors.
Benefits
- A hybrid work schedule – Tuesdays, Wednesdays, and Thursdays in the office
- Competitive benefits and paid time off
- Paid family and disability leave
- 401(k) plan, including employer match (100% vested)
- Educational and professional development financial assistance
- Employee referral bonus program
About Us
KBRA Analytics, LLC (KBRA Analytics) is our premier product platform for high quality data and advanced analytics. Our seasoned teams of industry specialists across each product provide unparalleled insight creating a foundation of deeper analysis and rapid discovery for users. KBRA Analytics is an affiliate of Kroll Bond Rating Agency, LLC (KBRA). KBRA is a full-service credit rating agency registered in the U.S., designated to provide structured finance ratings in Canada, and with credit rating affiliates registered in the EU and UK.
More Info
KBRA encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status, or any other basis prohibited by federal, state, or local law.
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What We Do
KBRA was established in 2010 in an effort to restore trust in credit ratings by creating new standards for assessing risk and by offering accurate and transparent ratings.
KBRA provides the investment community with an alternative solution by delivering timely and in-depth research.
KBRA is a full service global rating agency whose mission is to set a standard of excellence and integrity.