Implementation Specialist

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

Clients look to FactSet Professional Services to deliver solutions that meet their business requirements. Our clients see Professional Services personnel as key partners to support complex changes across their organizations, enterprise deployments of FactSet solutions, organizational restructures, and process improvement. As we increase the breadth of our product mix, the strength and agility of our Professional Services team will become even more instrumental to the success of FactSet’s Institutional Buy Side Business Unit.

The Implementation Specialist is a subject matter expert in FactSet’s products, tasked with deploying FactSet’s products by delivering on high-value projects and engagements. Implementation Specialist’s primary focus is on ensuring that FactSet’s clients are properly set up to get the most value out of their FactSet subscriptions. They are responsible for things like ensuring data integration and quality, configuring modules within FactSet, building end user reports and interfaces, training our clients, and supporting users during the implementation process. All work done by Implementation Specialists is project-based and may include implementations, solutions optimization, and other time and knowledge intensive projects. 

What You'll Do:  

• Implement and configure Core Analytics and Performance products, creating scalable solutions that can be supported by the Client Solutions team
• Partner with Project Management, Client Data Integration, Client Solutions and Client Sales & Consulting teams to deliver projects efficiently and effectively
• Escalate project issues/risks to Project Managers and Professional Services & Implementation leadership team in a timely fashion
• Document your client projects and processes, create procedures and guidelines to share with broader account teams
• Build specialist knowledge of the Analytics solutions across the Portfolio Life Cycle and a thorough understanding of how and why clients use them
• Assist with learning and development efforts for client solution departments and execute on Core & Performance non-recurring revenue projects by implementing new and/or improving existing client processes
• Act as an essential resource for Analytics related questions and projects that may arise from the client solutions support functions across the core and performance workflows.

You will work alongside Client Sales and Solution departments under the coordination of a Project Manager to provide solutions and assist existing and new clients. You will work with clients directly as well as offer advice and support internally within the Client Solutions departments.

What We're Looking For:

•  Bachelor's degree in relevant subject
• 7+ years of industry experience 
• Experience in Client facing role
• Experience using FactSet Buy Side Products: B-One, FactSet Performance System, Vault or Portfolio Analysis
• Proficiency with Python or at learning and using new technology 
• Strong knowledge of Microsoft Office with Excel skills 

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.