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.
Role/Department Description:
The APAC Institutional Buyside team is hiring a Solution Specialist for Southeast Asia. This is a specialist role working alongside our sales and business development colleagues to grow ASV of our Portfolio Solutions that span front and middle office. You will cover sovereign wealth funds, insurers & asset managers across the region. This is a small, highly effective team: you will be the specialist assigned to accounts and run deals yourself.
The role covers our solutions across the Portfolio Lifecycle: portfolio construction, research and asset allocation on the front-office side, and performance measurement, attribution, risk, fixed income, reporting and managed services on the middle-office side. You will be the person who can go deep on the detail with department heads or c-suite then step back and make the value case to the people who sign for it.
What You'll Do:
- Be the subject matter expert across the Portfolio Lifecycle, and the person sales, consulting and clients turn to when the question gets technical.
- Work the opportunities generalist sales and business development bring you
- Own an assigned book, with quarterly coverage and annual growth targets.
- Qualify by asking better questions than the competition, then build the demo that answers them.
- Take our AI solutions to market: Portfolio Analytics MCP, Portfolio Commentary, FactSet Programming Environment (FPE) Intelligence and more.
- Reach heads of departments and team leads.
- Keep Salesforce current, share what you know across the wider team, and route client feedback to product.
What We're Looking For:
- 5+ years Buy-side experience, or selling to it, deep enough that a head of performance takes you seriously.
- Working knowledge of portfolio analytics and the calculations underneath: attribution, performance measurement, risk models, fixed income.
- You already use AI daily for research, analysis, client materials and RFPs, and can show what you built.
- A record of earning client trust and finding opportunity inside your own accounts, and the discipline to log both.
- Knowledge of the competition: BlackRock Aladdin, Bloomberg, MSCI, etc.
- Comfortable running several live projects at once.
Highly Desired:
- A degree in business, economics, finance or maths; if you have worked in the field, the subject matters less.
- CFA, CIPM, FRM or CAIA, done or in progress
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
- 5+ years of buy-side experience or experience selling to buy-side organizations
- Working knowledge of portfolio analytics, attribution, performance measurement, risk models, and fixed income
- Daily use of AI for research, analysis, client materials, and RFPs, with examples of work built
- Track record of earning client trust and identifying opportunities within assigned accounts
- Knowledge of competitors including BlackRock Aladdin, Bloomberg, and MSCI
- Ability to manage several live projects simultaneously
- Degree in business, economics, finance, or mathematics
- CFA, CIPM, FRM, or CAIA certification completed or in progress
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.
