ABOUT FACTSET
FactSet creates flexible, open data and software solutions for over 162,000 of investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make crucial decisions.
For over 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 37 offices in 20 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 90% of clients who use FactSet continue to use it, year after year.
Values that define our culture
We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe. Our inclusive work environment maximizes our diversity values, engagement, productivity, and ultimately makes FactSet a fun place to work.
Diversity
At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.
PROCESS BRIEF/ SUB-PROCESS BRIEF
FactSet’s Product Development department is responsible for implementing new products and enhancing existing ones. The mission of the department is to deliver simple, world-class solutions by collaborating with clients to understand their needs, with cross-functional project teams to share those insights, and with Sales to bring our solutions to market.
The Analytics group develops applications and solutions which facilitate tasks for portfolio managers, researchers, risk analysts, and performance analysts. Group members have strong financial backgrounds and understand the workflow of each of these investment professional types.
JOB RESPONSIBILITIES
- Be the first line of defense to answer questions related to Portfolio Analytics related products from sales/consulting and reconciliation team
- Identify and respond to client demand for new initiatives and enhancements to analytics solutions
- Participate in product focused rotations designed to teach the portfolio management process and provide exposure to multiple aspects of the Portfolio Analysis application
- Develop requirements’ specifications from business requirements and help engineering/QA to understand the same.
- Work with the design team to develop Portfolio analytics related application’s features
- Work with engineers to fix bugs, test enhancements, and manage releases and client migrations
- Work with Knowledge Management team to help write documentation as well as internal and external client communications
- Work with the Quality Assurance team to help ensure the ongoing quality of the Portfolio Analysis products
- Actively manage and share ideas to improve work processes and output
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Eligibility criteria –Skills required, Education & Experiences
- Undergraduate (Bachelor's) degree in Math/ Science/Statistics/ Engineering/ Finance or related field
- MBA Finance or master’s degree in some combination Mathematics/Statistics/Finance
- 0-6 years of experience dealing with portfolio analysis/equity analysis/fixed income analysis at both conceptual and application level
- Articulate communicator, with excellent language skills – both oral and written
- Has good understanding of financial clients’ needs and workflows
- Liaise effectively (both written and oral) with engineers and data providers
- Ability to work independently and within a group
- Interest in learning modern technologies/knowledge
- Basic understanding of SDLC (Software Development Life Cycle) & PDLC (Product Development Life Cycle)
- Prominent level of motivation
- Proficiency with Excel
- Open for flexi hours as per business need
Career Progression Path:
- Product Analyst à Senior Product Analyst à Associate Product Specialist à Product Specialist à Senior Product specialist à Associate Product Manager à Product Manager à Senior Product Manager
Returning from a break?
We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.
What We Do
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.
For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year.
As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.