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.
Location: New York City
Working Environment: Hybrid (role not available as fully remote)
Your Team's Impact
The CUSIP Senior Content Manager – Private Credit is responsible for leading the development, governance, and delivery of high-quality private credit and syndicated loan reference data.
You will serve as a subject matter expert across loan documentation, identifier administration, data quality, and market workflows, partnering with business, technology, product, and client-facing teams to strengthen operational processes, support market adoption of private credit CUSIPs, and ensure accurate, timely, and well-controlled data capture across the private credit lifecycle.
What You'll Do
- Act as a subject matter expert for private credit and syndicated bank loan data, supporting the private credit markets from origination through syndication (if applicable), closing, and post-close amendment activity.
- Partner with business and technology teams to identify operational challenges, define requirements, implement solutions, and drive process improvements that enhance efficiency and strengthen data quality controls.
- Collaborate with cross-functional teams and stakeholders across departments and management levels to support the growth and market adoption of private credit CUSIPs.
- Ensure accurate identification of loan market data using both documentation and external sources.
- Establish private credit data capture and governance, managing key private credit instrument attributes including CUSIPs, lender information and other loan terms and conditions.
- Serve as a key point of contact for client inquiries, delivering loan market expertise and supporting product managers, development teams, and other stakeholders.
- Provide accurate and timely loan market data and analytical expertise.
- Build and leverage loan industry relationships to grow direct lending requests.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
What We're Looking For
Required Skills
- Bachelor’s degree in finance, Business, Economics, Accounting, Information Management, or a related discipline (or equivalent experience).
- Experienced interpreting SEC filings, credit agreements, amendments, financial covenants
- Deep understanding of private credit, syndicated bank loans, leveraged finance, and investment-grade loan market workflows.
- Strong knowledge of loan documentation, amendments, financial covenants, lender information, and key instrument terms and conditions.
- Demonstrated expertise in reference data management, loan identifier administration, CUSIP assignment, and data quality governance.
- Proven ability to apply market, product, and operational knowledge to support client needs, product development, and private credit data strategy.
Desired Skills
- Advanced degree, professional certification, or specialized training in finance, credit markets, data management, or financial services operations.
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.
The budgeted salary range for this position in NYC is $120,000 - $150,000.
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 race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify
Skills Required
- Bachelor's degree in finance, business, economics, accounting, information management, or a related discipline, or equivalent experience.
- Experience interpreting SEC filings, credit agreements, amendments, and financial covenants.
- Deep understanding of private credit, syndicated bank loans, leveraged finance, and investment-grade loan market workflows.
- Strong knowledge of loan documentation, amendments, financial covenants, lender information, and key instrument terms and conditions.
- Expertise in reference data management, loan identifier administration, CUSIP assignment, and data quality governance.
- Ability to apply market, product, and operational knowledge to support client needs, product development, and private credit data strategy.
- Advanced degree, professional certification, or specialized training in finance, credit markets, data management, or financial services operations.
- Legally authorized to work in the United States without employer sponsorship now or in the future.
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.
