Subject Matter Expert - Public Companies Research (5-9 yrs)

Role Overview:.

- We are seeking a Subject Matter Expert (SME) in Public Companies to join our team.

- The ideal candidate will possess in-depth knowledge of public companies, their classification, and how they are segregated based on industry standards and market dynamics.

- This individual will be responsible for guiding the team in identifying key data fields for curation on our platform and recommending reliable data sources to ensure accuracy and comprehensiveness.

- The role demands expertise in public company structures, financial reporting, and compliance requirements.

Key Responsibilities:.

Expertise in Public Companies:.

Develop and maintain comprehensive knowledge of public companies, including:.

- Segmentation based on market capitalization (Large-Cap, Mid-Cap, Small-Cap). Industry classifications (e. , NAICS, GICS, SIC codes).

- Regional, sectoral, and regulatory distinctions.

- Analyze trends in public company performance, governance, and reporting.

Data Field Curation:.

- Identify and define important fields to curate for public companies, including:.

- Basic details (Company Name, Ticker Symbol, ISIN, Sector, Industry).

- Financial metrics (Revenue, EBITDA, P/E Ratio, Market Cap, Dividends).

- Operational data (Employees, Headquarters, Founding Year).

- Compliance and disclosures (Annual Reports, ESG Metrics, 10-K, 10-Q).

- Design metadata and classification systems for streamlined data organization.

- Data Source Identification:.

Research and recommend reliable data sources, such as:.

- Stock exchanges (NYSE, NASDAQ, LSE, etc.

- Regulatory bodies (SEC, MCA, etc.

- Financial data providers (Bloomberg, Refinitiv, S&P Capital IQ).

- Public filings, annual reports, and investor presentations.

- Establish relationships with data providers to ensure data quality and accessibility.

Regulatory and Compliance Awareness:.

- Ensure curated data adheres to relevant regulations, such as SEC filings or regional disclosure requirements.

- Stay updated on regulatory changes affecting public companies and guide the team accordingly.

Performance Monitoring:.

- Regularly review and improve the accuracy and relevance of curated public company data.

- Provide recommendations for platform improvements to enhance data usability and user experience.

Qualifications and Skills:.

Educational Background:

- Bachelor's/Master's degree in Finance, Business Administration, Economics, or a related field.

- Certifications such as CFA, CPA, or equivalent are highly desirable.

Experience :

- 5+ years of experience in financial research, public company analysis, or related domains.

- Strong understanding of public company structures, reporting standards, and market operations.

Technical Skills:.

- Familiarity with financial data tools and platforms (e. , Bloomberg, Refinitiv, FactSet, etc.

- Proficiency in data analysis and visualization tools (Excel, SQL, BI tools).