FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access

to financial data and analytics that investors use to make crucial decisions.

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

FactSet is looking for an Implementation Specialist to join our Professional Services group to focus on delivering our Performance Solutions to our clients.

Our Professional Services Group is an essential partner to our clients to support complex changes across their organizations, drive enterprise deployments of FactSet solutions, manage organizational restructures, and implement process improvements. Those in our performance team bring a passion for data analysis, performance management, and client service to ensure that client requirements are met to allow them to report for their stakeholders.

FactSet's Professional Services Team has the opportunity to work across the portfolio lifecycle within the Analytics & Trading Department. We work with all core analytics tools, such as PA (Portfolio Analysis), SPAR (our returns-based Style, Performance, and Risk tool), Portfolio Vault & Insight, Portfolio Batcher, Publisher, Analytics APIs, to name a few. As our mandate continues to grow, we are looking for eager, exceptionally talented individuals to join our team!

Analytics Implementation Specialists are part of a fast growing team comprised of subject matter experts, combining product and industry knowledge to help ensure customer success during implementations. Implementation Specialists are expected to be experts in the FactSet Performance Solution (FPS). As an implementation specialist you will work with a Professional Services project team to lead successful client implementations.

Responsibilities:

• Providing product (functional and technical) guidance on the solutioning of processes based on customer needs

• Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry

• Identify growth strategies by outlining client organizational structures and uncovering additional opportunity during the implementation process

• Share emerging trends, what is working well, and areas for improvement with the Analytics & Trading SBU

• Study client workflows and partner with Product Development and Engineering to enhance FactSet’s products

• Provide user training and support the development of training programs

• Facilitate transition from implementation phase to support

• Create user workflow specifications, custom report specifications, establish priority and direction to technical integration staff on client requirements

• Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities

Requirements:

• Bachelor/Master degree or equivalent in Finance, Computer Science, Information Systems, Engineering, or other related scientific or technical discipline

• At least 4 years of experience working with FactSet’s Analytics tools

• Strong knowledge of performance workflows

• 10 years of financial services experience

• Strong technical background

• Proven technical proficiency particularly with writing complex screening codes

• Understanding of how clients use FactSet Analytics and Performance Solutions products

• CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred

• Extremely detail-oriented with the ability to see the big picture

• Enthusiastic with a keen sense of initiative and a desire to take ownership

• Willingness to travel

Job location: Austin, Charlotte, Norwalk, New York, Chicago and Toronto

Working Environment: Hybrid

For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

What's In It For You

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.

• Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.

• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.

• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.

• Career progression planning with dedicated time each month for learning and development.

• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

Learn more about our benefits here.

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

The budgeted amount range for this position in Connecticut and New York City is $119,000 - $130,000

Company Overview:

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify

VEVRAA Federal ContractorRequest Priority Protected Veteran & Disabled Referrals for all of our locations within the stateThe EEO is the Law poster is available here.FactSet Research Systems Inc. endeavors to make our website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact recruiting@factset.com.Equal Opportunity Employment PolicyIt is the policy of FactSet Research Systems Inc. ("FactSet") to provide equal employment and advancement opportunities to all qualified employees and applicants for employment regardless of their race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, physical or mental disability, genetic information, protected veteran status, pregnancy, military or military reserve obligations, or any other class or status protected by law. This policy applies to all policies and procedures related to recruitment, hiring, training, promotion, compensation, benefits, transfer, discharge, and other terms and conditions of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. If you have questions concerning this policy, please contact the Human Resources department at +1 (203) 810-1000.PDN-a0946d00-a0a1-404b-8a6b-4b5b9b80030b