Implementation Specialist - Performance

Posted 9 Days Ago
Be an Early Applicant
Sofia, Sofia-grad
Junior
Big Data • Software
The Role
As an Implementation Specialist for Performance, you will manage client communications and implementation projects, offering guidance on FactSet software solutions while addressing client-specific business needs. You will deliver training, participate in quality assurance, and collaborate with stakeholders to analyze and solve complex financial issues related to clients’ portfolios.
Summary Generated by Built In

FactSet creates flexible, open data and software solutions for over 180,000 investment professionals around the globe. We stay ahead of global market trends, power robust company and industry research, and provide comprehensive data with our market-leading solutions.

We believe today’s talent powers tomorrow’s innovations. As a globally inclusive community, we bring our whole selves to work, and encourage employees to join in, be heard, contribute, and grow. Our work environment fosters diversity, engagement, and productivity because we know that great ideas can come from anyone, at any time.

Your Team's Impact

In this Institutional Buyside Professional Services team you will be working with our sophisticated financial software solutions for Performance Measurement and Attribution. 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 FactSet software, implementation specialists 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 FactSet applications.

What You'll Do

  • Work on Implementation projects by executing tasks within defined objectives and deadlines. This means delivering results according to the project's scope and completing it within the specified timeframe.
  • Lead client communication and provide thorough product guidance and management of implementation projects.
  • Strong aptitude for understanding and gathering requirements to address client-specific business needs efficiently.
  • Execution of activities including implementations, consultancy and solution optimizations by obtaining an excellent grasp of the product functionalities and methodologies as well as industry-specific principles and best practices.
  • Deliver user training and contribute to the development of training materials.
  • Participate in the quality assurance/testing process of project deliverables.
  • Analyze and solve complex business issues related to clients’ investment portfolios, financial data, analytics, and workflows.
  • Develop and maintain up-to-date knowledge of the asset management industry, current market trends and economic factors for maintaining a competitive edge over the execution and delivery of creative solutions & strategies.
  • Closely collaborate with cross-functional stakeholders (e.g. Project Managers, Consulting, Sales, Product Development, Engineering and Quant Researchers).

What We're Looking For

Required Skills

  • Degree in Finance, Economics, Computer Science, Engineering or Mathematics.
  • A minimum of 2 years of professional experience in the field of finance, technology or FinTech
  • Previous experience in client-facing positions
  • Strong Excel knowledge and financial formulas
  • Good communication skills in client-facing situations

Desired Skills

  • Financial background in asset management
  • Experience with performance measurement and/or attribution
  • CFA, FRM credentials or active participation in related programs
  • SQL and database experience
  • Enthusiastic with a keen sense of initiative and a desire to take ownership

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:

  • Contributing to a firm with over 40 years of consecutive growth, named a 2023 Best Place to Work by Glassdoor and led by a top-rated CEO Talent Champion.
  • 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 companywide 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, sustainability, and inclusivity, where collaboration is always encouraged, and individuality drives solutions.
  • Career progression plans with dedicated time each month for learning and development.
  • Employee-led Business Resource Groups that align with our DE&I strategy and are wholly supported by Executive Management.

Learn more about our benefits here.

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.

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.

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.

Top Skills

SQL
The Company
HQ: Norwalk, CT
10,310 Employees
On-site Workplace
Year Founded: 1978

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.

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