The posting
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.
In today’s rapidly evolving financial landscape, middle office teams within investment firms face increasing challenges, balancing routine operational tasks with demands for strategic business development. To enhance operational efficiency amid this growing market complexity, more organizations are turning to FactSet. Our Client and Managed Services team harnesses our advanced, proprietary middle office solutions and technology to empower our customers. With our dedicated experts, clients can adeptly manage complex workflows, maintain high data quality, and gain timely access to actionable information. By partnering with FactSet, clients transfer key functions of their business to us, enabling them to concentrate their internal resources on vital business development activities.
In this team you will be working with our sophisticated financial software solutions. You will be the essential link between investment professionals and FactSet's software. Combining a thorough understanding of finance and technology with specific expertise in the FactSet platform, you will help clients streamline the research and analysis process. As part of this fantastic team, you will offer an unparalleled level of service along with insight into the intricacies and functionality of the FactSet platform. FactSet's business is based on 3 main pillars: Data, Software and Services. You will be part of the vital Services team that supplements the Data and Software business of our company.
Role Summary
We are looking for a Specialty Services Lead to join our Middle Office Managed Services team in the USA – an individual who is enthusiastic, intellectually curious and takes pride in the work they do. We offer the opportunity to become a subject matter expert in the FactSet Core Analytics products suite and solutions by bridging the gap between investment and software professionals. The role requires collaborative partnership with a diverse range of stakeholders including client representatives, sales, product specialists and engineers.
Key Responsibilities and Tasks:
- Client Retention & Support: Lead Specialty Services retention efforts through both reactive and proactive client support, time-intensive projects, and complex problem solving. Proactively prioritize requests, issues and problems to ensure the smooth execution of clients' production processes and workflows. Analyze and resolve complex business issues related to clients' investment portfolios, financial data, analytics, and workflows, with close collaboration with the middle and front office of institutional asset managers, wealth managers and asset owners.
- Best Practices & Product Enhancement: Actively contribute to and validate best-practices initiatives, product improvements, and workflow enhancements for specialty clients. Leverage excellent knowledge of FactSet product functionalities, methodologies, and industry-specific principles to deliver creative solutions and optimizations across implementations, managed services, and consultancy engagements.
- Commercial Growth: Maintain a commercial focus to identify opportunities for regional ASV growth within Managed Services. Apply a strong aptitude for gathering and understanding requirements to address client-specific business needs efficiently and identify areas for expanded engagement.
- Internal Collaboration & Mentorship: Collaborate with, mentor, train, and support other client-facing teams at FactSet, while acting as a subject matter expert escalation point for internal teams such as Support and Sales. Work closely with cross-functional stakeholders including Consulting, Product, Engineering, and Strategy.
- Industry Knowledge & Thought Leadership: Develop and maintain up-to-date knowledge of the asset management industry, current market trends, and economic factors to maintain a competitive edge and advance Specialty Services value-add strategies.
Required Skills:
- Bachelor's degree or equivalent experience
- 7–9+ years of relevant experience
- Strong communication and interpersonal skills
- Technical and application knowledge
- Leadership skills
- Knowledge of financial products and instruments
- Proficiency in Excel and financial formulas
- Enthusiasm for working closely with investment professionals
- Strong analytical and critical thinking abilities
- Excellent interpersonal skills with a strong sense of initiative, team player
Beneficial Skills:
- Financial background in the Asset Management industry
- Genuine interest in capital markets and portfolio management
- Experience with Performance Measurement & Attribution, or Risk Management
- Interest and affinity to work with software, data and analytics
- Financial instruments pricing knowledge, including standard Stock and Bonds assets as well as derivative products such as Options, Futures, Swaps (e.g. CDS, IRS, TRS), Structured Products, etc.
- Python and data science skills would be considered a plus
- Participation in the CFA Program or FRM Program
Locations: Boston, MA, Chicago, IL, New York, NY, Norwalk, CT and San Francisco, CA
Working Environment: Hybrid
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, and family leave.
- 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 salary range for this position in the state of California, Connecticut, and New York is $106,000-$120,000.
Please note: the salary range may differ in other locations or countries
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
