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 Global Fund Analytics team is dedicated to making FactSet the global leader in institutional-level fund analysis. With a focus on quality and expertise in all facets of fund exposures, costs, and risks, Global Fund Analytics serves as FactSet’s in-house fund experts. The Global Fund Analytics team is poised to be a center of innovation and growth within FactSet.
The Fund Specialist will apply investment knowledge and primary source research to classify funds, and to write descriptive reports on Exchange-Traded Funds and Mutual Funds investment strategies. The position requires at times problem solving and critical thinking skills to ensure consistent, unbiased classification of funds and contribute to system enhancements. This position will serve as a subject matter expert on fund classification for the FactSet Manila office. As the Fund Specialist advances, s/he will be expected to train junior team members.
What You'll Do
Classify funds using FactSet’s proprietary methodology
Compose overview of fund characteristics
Compose brief fund descriptions
Respond to client queries on classifications and overview text
Demonstrate continuous learning of fund classifications and evaluation
Actively share ideas towards process and output improvements
Independent management of the workload assigned within stipulated timeline
Report and consult team mentor/leader/manager for any and all work-related questions and concerns
What We're Looking For
Required Skills
Candidate must possess a Bachelor's/College Degree in Finance, Business-related equivalents OR Degree in Communication, Journalism equivalents
Strong written English language communication skills
Attention to detail and diligence to task
Ability to collaborate and to reach out for clarification and feedback from supervisors
Willingness to work with remote managers
Willingness to undergo training for 3-5 months in a GY Shift (10:00pm-6:00am)
Working schedule after the training is Mid-shift
Include a formal cover letter along with your resume/CV narrating your interest and qualifications for the role
Desired Skills
CFA or progress towards CFA is strongly preferred
Experience in and understanding one or more of the following: ETFs, Mutual Funds
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.
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 characteristics protected by law.
Skills Required
- Bachelor's Degree in Finance or Business-related field
- Strong written English language communication skills
- Attention to detail and diligence to task
- Ability to collaborate and seek feedback
- Willingness to work with remote managers
- Willingness to undergo training for 3-5 months in a GY Shift
- Formal cover letter along with resume
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.
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