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
FactSet’s commitment to our clients, employees, shareholders, and communities is at the core of who we are. Our commitment to corporate citizenship is built into all aspects of our business. In each of our 48 global offices, one thing is clear: FactSetters worldwide have a passion for making an impact on our business and in our communities.
Deep Sector is FactSet’s strategic effort to collect new content, enhance existing fundamentals coverage, and roll out advanced reports and functionality across nine verticals: Banks, Insurance, Real Estate, Power & Utilities, TMT, Metals & Mining, Oil & Gas, Specialty Finance, and Healthcare. Deep Sector data goes beyond what’s available in public filings, providing granular, industry specific intelligence on public and private companies, assets, transactions, markets, news, and more.
Job Description
Join FactSet’s Insurance Deep Sector team as an Insurance Lead/Manager for FactSet’s Insurance offering. You’ll lead the evolution of FactSet’s Global Insurance data offering – maintaining and enhancing our existing datasets, integrating new sources into our client-facing applications, data feeds and APIs , and translating client workflows into best-in-class product features and workflow solutions. In this role, you will be responsible for developing and executing on a strategic roadmap leveraging the latest in AI technology.
What You'll Do
• Data Management: Participate directly and indirectly in the extraction, cleaning, and transformation of large, complex datasets, ensuring accuracy, consistency, and timeliness.
• Data Validation: Take control of our data products, utilizing human-in-the-loop
data curation and validation software to ensure our products evolve with
changing standards and reporting requirements, while also delivering timely,
accurate and complete products
• Client Engagement: Partner with sales/consulting, data providers, and clients across FactSet’s user base to understand their workflows, pain points, and
feature requests; and to position our offering vs. their current needs and
competitor solutions.
• Requirement Definition: Translate qualitative and quantitative client insights into clear product requirements, specifications, and user stories that delight and exceed client expectations.
• Cross-Functional Collaboration: Work closely with engineering, QA, UX, other content developers as well as specialized data teams to deliver value to clients.
• Presentation & Training: Develop and deliver compelling presentations and
demos of FactSet’s Technology sector offerings—in person and virtually—to both internal stakeholders and external clients
• Partnerships and Acquisition Opportunities: Actively monitor and the competitive landscape for data partnership or acquisition opportunities to strengthen FactSet’s Technology offering.
• Team Development: Mentor and train team members in content collection and integration processes, product workflows, and best practices.
• Data Ownership: Identify areas of opportunity where FactSet can own and operate data collection and reduce reliance on third-party data spend
What We're Looking For
Required Skills
- Bachelor’s degree: Finance, Business, Accounting, Statistics, or related field (Master’s preferred)
- 7 years of relevant experience minimum, ideally within Insurance data management, reporting or content operations
- Strong proficiency in data analysis, modelling, and visualization tools (e.g., Excel, Power BI/Tableau, SQL, Python) for data extraction, transformation, analysis, and workflow automation
- Hands-on experience preparing data for statistical and machine learning models.
- Familiarity with distributed data systems and cloud platforms (any of AWS, Azure, Databricks, Snowflake)
- Experience building dashboards and data visualizations (e.g., Tableau, Power BI or similar)
- Exceptional analytical, quantitative, and organizational skills with the ability to synthesize complex data into clear insights
- Solid written and verbal communication skills, including the ability to translate
data findings into actionable business narratives
Desired Skills
- CFA/CPA designation or capital markets experience a plus
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:
- Contributing to a firm with over 40 years of consecutive growth, named a 2023 Best Place to Work by Glassdoor and led by a top-rated CEO Talent Champion.
- 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 companywide 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, sustainability, and inclusivity, where collaboration is always encouraged, and individuality drives solutions.
- Career progression plans with dedicated time each month for learning and development.
- Employee-led Business Resource Groups that align with our DE&I strategy and are wholly supported by Executive Management.
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, Business, Accounting, Statistics, or related field
- 7 years of relevant experience in Insurance data management or reporting
- Strong proficiency in data analysis, modelling, and visualization tools
- Hands-on experience preparing data for statistical and machine learning models
- Familiarity with distributed data systems and cloud platforms
- Experience building dashboards and data visualizations
- Exceptional analytical and organizational skills
- Solid written and verbal communication skills
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.
