Business/Finance Intern - Investment Performance Managed Services

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Sofia, Sofia-grad, BGR
In-Office
Aerospace • Big Data • Fintech • Software • Analytics
The Role

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 Impact:

As an intern on the Performance Managed Services team, you will have the opportunity to work alongside consultants who support some of the world’s leading asset managers. This internship is designed to give you hands-on exposure to how financial data, performance measurement techniques, and technology intersect to support portfolio analysis and reporting workflows. You will gain valuable insight into FactSet’s performance solutions like B-One and how we help clients solve real-world problems using our platforms and services.

During Your Internship With FactSet You Will:

  • Learn the fundamentals of performance measurement and attribution in an asset management context
  • Assist in the validation and reconciliation of portfolio data used in client performance reports
  • Collaborate with our performance specialists to support day-to-day client workflows and SLA-related tasks
  • Shadow client meetings to understand service delivery and communication best practices
  • Participate in a group project to identify and improve a part of the performance measurement process
  • Gain exposure to FactSet platforms such as B-One
     

What You Will Gain:

  • Practical understanding of performance workflows and reporting tools used in asset management
  • Exposure to real client use cases and service management principles
  • Mentorship and guidance from experienced specialists
  • Development of soft skills including communication, prioritization, and stakeholder interaction
  • Potential opportunity for a full-time role after graduation based on performance
     

What We Are Looking For In Candidates:

  • University students in their 3rd year or above, or recent graduates in Finance, Economics, or a related field
  • Strong interest in financial markets and financial instruments.
  • Analytical mindset and ability to work with complex data
  • Curiosity about technology and willingness to learn.
  • Solid communication skills in English (written and verbal)
  • Working-level knowledge of Excel & MS Office; interest in SQL is a plus
  • Proactive attitude and eagerness to learn from professionals
     

What’s in It For You:

  • Opportunity to join a growing firm with a proven track record of success for over 40 years
  • An immersive training program that combines classroom sessions with hands-on learning and equips you with necessary skills to be a successful intern
  • Opportunities to meet members of the executive team through our global speaker series and social events
  • A mentor to provide guidance, answer questions, and help you build valuable connections
  • An option to participate in our Student Ambassador Program to help foster a relationship between FactSet and your school while remaining engaged with the company and our products
  • A social community dedicated to volunteerism, intramural sports, and team-building events
  • An introduction to our Business resource groups designed to cultivate an inclusive environment for all

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. 

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The Company
HQ: Norwalk, CT
10,310 Employees
Year Founded: 1978

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.

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