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LSEG

Senior Business Consultant – Financial Modelling

LSEG is hiring a Senior Business Consultant – Financial Modelling. Level rates it ; you can apply on LSEG.

Level's read on this job

  • On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
  • The posting mentions Excel, financial modelling and investment banking among its tools and skills.
  • Level classes it as a senior role.
  • LSEG has 669 other open roles on Level.
  • Posted within the past week.

AI in this role

Senior business consultant leading complex financial modelling and competitive displacement engagements for financial institutions.

excel
financial-modellinginvestment-bankingequity-researchstakeholder-managementproject-management

About the Role


We are seeking an experienced Senior Business Consultant to join the Financial Modelling & Conversion (FMC) team. This is a client-facing ,subject matter expert role responsible for leading complex financial modelling and competitive displacement engagements for some of the world's leading financial institutions. You will work with highly qualified colleagues and collaborate regularly with Account Managers, Sales Specialists, Product, Content and Technology teams across different locations. You will act as a trusted advisor to clients, helping them optimise workflows, migrate from competitor platforms and maximise the value of LSEG data, analytics and Excel-based solutions. The role combines financial markets expertise, consulting, project leadership, and stakeholder management.

 

Key Responsibilities

  • Lead complex financial modelling, workflow transformation, and migration projects for global clients.
  • Act as a trusted advisor to customers, understanding their business processes and designing tailored financial models.
  • Drive competitive displacement initiatives from platforms such as Bloomberg, FactSet and S&P Capital IQ to LSEG Workspace
  • Partner with Sales, Account Management, Product and Content teams to support revenue growth and client retention by providing high quality financial models.
  • Manage senior stakeholder relationships and provide strategic consulting throughout the project lifecycle.
  • Deliver client workshops, solution demonstrations, and executive presentations.
  • Act as a senior subject matter expert and escalation point for complex modelling, product, content, and workflow issues. 
  • Contribute to recruitment, onboarding, training, knowledge-sharing and capability development across the FMC team. 
  • Mentor junior consultants and contribute to best practices, innovation, and capability development across the team.
  • Define and promote best practices for financial modelling, conversion methodologies, client engagement, and consulting delivery. 
  • Identify opportunities to improve customer workflows and increase adoption of LSEG solutions.
  • Identify revenue generating FMC consulting opportunities.

 

Required Experience & Skills

 

  • 8+ years' experience in Financial Modelling, Investment Banking, Equity Research, Asset Management or Financial Consulting.
  • Advanced financial modelling and Microsoft Excel skills, with the ability to analyze and rebuild complex models and workflows. 
  • Strong understanding of financial markets, instruments, and customer workflows.
  • Demonstrated experience leading complex, high-priority client engagements and large-scale competitive displacement or migration programmes. 
  • Proven end-to-end accountability for project delivery, including scope, workload, stakeholder, risk, quality and escalation management. 
  • Experience with LSEG Workspace, LSEG Excel Add-ins and related data and analytics capabilities is strongly preferred. 
  • Proven experience working directly with customers and cross-functional internal stakeholders, including Sales, Account Management, Product Management, Content and Technology. 
  • Proven experience managing complex client engagements and cross-functional stakeholders.
  • Excellent communication, presentation, and relationship management skills.
  • Ability to operate independently, manage multiple priorities and deliver high-quality outcomes in a fast-paced environment.
  • Strong commercial awareness and the ability to connect consulting solutions to retention, adoption and revenue outcomes
  • Strong analytical judgement, attention to detail, problem-solving ability and comfort working with large and complex data sets
  • Demonstrated experience mentoring colleagues, reviewing work and building team capability. 
  • An MBA in Finance, CFA qualification or equivalent professional credential is preferred.

 

Career Stage:

Senior Associate

London Stock Exchange Group (LSEG) Information:

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

How we rate this

Senior Business Consultant – Financial Modelling at LSEG rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Financial ModellingInvestment BankingEquity ResearchStakeholder ManagementProject ManagementExcel

Questions you could be asked

  1. Tell me about a project where financial modelling was part of your work. What did you do?
  2. Tell me about a project where investment banking was part of your work. What did you do?
  3. Tell me about a project where equity research was part of your work. What did you do?
  4. Tell me about a project where stakeholder management was part of your work. What did you do?
  5. Tell me about a project where project management was part of your work. What did you do?

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  • List these exact terms on your resume: Financial Modelling, Investment Banking, Equity Research, Stakeholder Management, and Project Management. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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