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
As a Senior Associate in our Professional Services team, you'll play a critical role in offering strategic, white-glove support to our clients, delivering key insights, and leading complex deliverable and project-based initiatives that help shape their IR strategy. You’ll work with a cross-functional team to provide data-driven recommendations, high-impact reporting, and exceptional service to a portfolio of sophisticated clients.
What You'll DoDeliverables Execution: Lead and manage complex client projects and deliverables from inception through completion, ensuring timely, high-quality outcomes tailored to client goals and exceeding client expectations.
Client Engagement: Serve as the primary point of contact for a portfolio of high-value clients and ensure consistent, high-quality support on all professional services. Resolve issues independently and proactively identify areas where we can add value.
Strategic Advisory: Leverage your capital markets expertise to deliver actionable recommendations to shape clients’ IR strategies, including targeting, reporting, and market monitoring.
Cross-functional collaboration: Partner with internal teams including Customer Success, Sales, R&D, and Marketing to execute and address client needs efficiently and effectively.
Continuous Improvement: Identify opportunities to enhance Professional Services processes, tools, and service offerings, contributing to the ongoing growth, success, and enablement of the team.
Bachelor’s degree or higher in Finance, Business, Economics, or related field
1-4 years of experience in financial services or a related client-facing role; ideally in investor relations, finance, or capital markets.
Ability to manage large, complex client accounts independently, with strong organizational and time-management skills, and the ability to prioritize projects and deliverables with competing timelines.
Outstanding verbal and written communication skills.
High degree of resourcefulness and self-starter attitude, combined with the capacity to work in a fast-paced environment.
Advanced proficiency with financial and market data platforms, and Microsoft Excel and PowerPoint. Proficiency with FactSet would be an asset
A passion for growing and driving the business forward from both a retention and expansion perspective
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.
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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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.
