Job location: Austin, Boston, Chicago, Charlotte, New York, Norwalk, San Francisco, Los Angeles (USA).
Work Environment: Hybrid
About FactSet
FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications, and industry-leading services for investment and corporate communities. As a publicly traded company (NYSE: FDS | NASDAQ: FDS) part of S&P 500, 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. FactSet creates and delivers flexible, open data and software solutions for over 180,000 investment professionals around the globe.
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. Our inclusive work environment maximizes our diversity values, engagement, productivity, and ultimately makes FactSet a fun place to work.
Department Brief
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. Our Client and Managed Services team harnesses our advanced, proprietary middle office solutions and technology to empower our customers.
Your Team's Impact
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.
Role Summary
We are looking for a Senior Analytics Specialist to join our Buy-side Managed Services team in the USA – an individual who is enthusiastic, intellectually curious, and takes pride in the work they do. The role requires collaborative partnership with a diverse range of stakeholders including client representatives, sales, product specialists, and engineers.
Key Responsibilities and Tasks:
- 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.
- Execution of activities including implementations, managed services, consultancy, and solution optimizations.
- Analyze and solve complex business issues related to clients’ investment portfolios, financial data, analytics, and workflows.
- Strong aptitude for understanding and gathering requirements to address client-specific business needs efficiently.
- Assist and support the smooth execution of clients’ production processes and workflows.
- Act as subject matter expert escalation point to other internal teams (e.g. Support, Sales).
- Closely collaborate with cross-functional stakeholders (e.g. Consulting, Sales, Product, Engineering, Strategy).
Required Skills:
- University degree in Finance, Economics, or related industry discipline.
- 4+ years of relevant experience required knowledge across all asset types.
- Knowledge of financial products and instruments.
- Proficiency in Excel and financial formulas.
- Strong analytical and critical thinking abilities.
- Excellent interpersonal skills with a strong sense of initiative, team player.
- Strong communication and interpersonal skills.
- Technical and application knowledge.
- Leadership skills.
- Financial instruments pricing knowledge, including standard Stock and Bonds assets as well as derivative products.
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.
- Python and data science skills would be considered a plus.
- Participation in the CFA Program or FRM Program.
- Flexibility/Adaptability/Managing Multiple Priorities.
What’s In It For You:
- Flexible work accommodations. Choose to work remotely, in person, or in a hybrid set-up.
- The opportunity to join a growing firm with a proven track record of success for over 40 years.
- Mentorship and growth opportunities from senior employees.
- Career progression planning and a focus on career development.
- A robust social community dedicated to volunteerism, intramural sports, and team-building events.
United States applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
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.
FactSet is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity