FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access
to financial data and analytics that investors use to make crucial decisions.
At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.
Job Location: Austin, New York, and Norwalk
Working Environment: Hybrid
Your Team's Impact
The Institutional Buyside business unit at FactSet is dedicated to delivering innovative tools for portfolio management, quantitative research, risk analysis, performance & attribution, and execution management. We serve the world’s largest asset managers, asset owners, and insurance companies, helping them navigate the complexities of the investment lifecycle with confidence.
You will be contributing to the critical foundational infrastructure of IBS products with a focus on portfolio metadata and administration. This role sits at the intersection of client workflows and scalable technology to ensure our products offer a first-class user experience.
What You'll Do
- Derive actionable insights from client and prospect feedback, market research, and product discovery activities to identify and validate product opportunities.
- Define key metrics to measure product outcomes and success.
- Conduct research and analysis to inform product vision, strategy, and roadmap.
- Serve as subject matter expert on product quality and troubleshooting, supporting internal teams and providing guidance to junior team members.
- Prioritize and address critical product issues; partner with Product Managers to clearly define and experiment within the problem space before implementing fixes.
- Differentiate bugs from user error and escalate issues to Engineering when necessary.
- Collaborate with development teams to define user needs and acceptance criteria, and clarify requirements for iteration.
- Lead instrumentation and reporting of key product metrics.
- Provide timely, candid feedback to cross-functional team members.
- Coach and mentor junior team members to support their growth and development.
What We're Looking For
Required Skills
- Bachelor’s degree in STEM, finance, economics, or other relevant field, or equivalent experience
- 2-4 years relevant experience
- Ability to troubleshoot client issues and solve them with a combination of creativity, analytical skills and subject matter expertise.
- Understands how to leverage tools and frameworks for product management such as user personas, empathy mapping, and prioritization frameworks.
- Developing a product mindset. Does not take orders from stakeholders but rather starts by defining the problems, goals and needs, and then experiments to uncover the best solution.
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:
- The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
- 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 company-wide 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 and sustainability, where collaboration is always encouraged, and individuality drives solutions.
- Career progression planning with dedicated time each month for learning and development.
- Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
Learn more about our benefits here.
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.
The budgeted amount range for this position in New York City, and Connecticut is $83,000 - $100,000
Company Overview:
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify
Factset Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Factset and has not been reviewed or approved by Factset.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, spanning medical, dental/vision in some descriptions, and life and disability insurance. Company-wide wellness days and region-specific add-ons (e.g., Vitality PMI, Bupa dental, Health Shield cashback) further reinforce a strong health-and-wellbeing offering.
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Retirement Support — Retirement savings support is consistently included as part of the core package through retirement savings plans. The presence of these programs is framed as a meaningful component of total rewards beyond base salary.
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Equity Value & Accessibility — An employee stock purchase program is highlighted as a standard part of the total rewards package. This provides a pathway to share ownership alongside cash compensation.
Factset Insights
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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.
