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.
Your Team's Impact
The Subscription Order Admin team is responsible for ensuring subscription orders are processed correctly. All the company policies and procedures are followed. Assisting the Global Sales Team and our clients with subscription order requests. Troubleshooting questions and issues of subscription orders and related applications
What You'll Do
Order Processing:
Reviewing Subscription Orders. Requesting vendor approval, when necessary (third party and internal approval depending on products), reviewing orders over $25K (ensuring that an MCLA is on file or the necessary approval is included in the order), reviewing all orders that have had price changes
All necessary approvals (by third-party vendors, internal approvers, and the exchange and legal teams) are in place to turn on access for our clients. Validation requests are sent to the appropriate approver and correct vendor
Confirm that client approval is provided when an order is over $25K or pricing has been changed. We also make sure that the orders that are placed follow the necessary documentation process for audits
Validation:
Receiving necessary product approvals/denials (from internal approvers/third-party vendors). Switching on/ switching off access based on requests from vendors
Reconciling vendor reporting. Ensuring that only licensed users have access to our data. Removing access for any unlicensed users
RPDs:
Handle all Subscription Orders RPDs. This involves assigning RPDs to correct SO Support Teams. Determining when an RPD is a bug vs. enhancement within the applications. Determining the severity of RPDs
Assist with drafting specs (acceptance criteria) for system enhancements, workflows, usability. Work with SO Support Team/Sales to prioritize bugs/enhancements
Ensure that RPDs are assigned to the correct team. Prioritize RPDs based on clients/sales’ needs, ensure that they are responded to on time
Determine if clients have access to necessary products. Check that the systems applications follow the correct process based on business rules. Ensure that the logic of the system applications is user friendly and functions in the correct expected manner
Service Order Mailbox:
Processing daily client requests for access to workstations and products
Processing client cancelation requests
Processing ad hoc requests for changes to location, usernames, invoices, etc. Placing orders requested directly by the client ensures clients' requests are turned around on time. This also saves sales time from placing these orders
Products:
Creation/Editing/Releasing/Retiring of CACCESS Codes and Product Pages. Changing product deployment level/changing from un-orderable to orderable when needed. Ensure that CACCESS Codes and Products can be ordered for clients at the correct price.
Ensure that products are ordered at the correct deployment level and follow the correct validation process as per our contracts with the vendor. This also allows PD to retire products that should no longer be used.
Projects:
Assist PD, Sales, and Clients with bulk projects including purchasing/canceling access, changing workstation types & converting to purchase for large amounts of clients/users.
Also, handling requests to clean up data (retiring old products/turning on access to newly released products. To assist sales/client/PD from spending time placing these orders and deadlines/targets are met.
What We're Looking For
Bachelor's degree in Finance or Accounting
Preferably a minimum of 1-2 years of work experience
Flexible to work in shifts
Curious, energetic, and highly proactive and always focusing on opportunities arising from situations
Understanding business rules to make sure that system enhancements take all of the business rules into account
High attention to detail and ability to work under daily deadlines
Knowledge of Subscription Orders and related applications would be an added advantage
Solid written and verbal communication skills are required
Strong analytical and problem-solving skills
Ability to organize, prioritize, and handle a high volume of tasks/requests
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.
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 characteristics protected by law.
Skills Required
- Bachelor's degree in Finance or Accounting
- 1-2 years of work experience
- Flexible to work in shifts
- High attention to detail and ability to work under daily deadlines
- Solid written and verbal communication skills
- Strong analytical and problem-solving skills
- Ability to organize, prioritize, and handle a high volume of tasks/requests
- Understanding business rules for system enhancements and workflows
- Knowledge of Subscription Orders and related applications
- Curious, energetic, and highly proactive
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
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.
