at FactSet Research Systems in Chicago, Illinois, United States
Job Description
Job location: Austin, Boston, Chicago, 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. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading services from dedicated specialists.
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.
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. 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.
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. 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 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. 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:
- 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 by obtaining an excellent grasp of the product functionalities and methodologies as well as industry-specific principles and best practices. Close collaboration with middle and front office of our clients – institutional asset managers, wealth managers and asset owners.
- 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).
