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.
Job Location: Austin, Boston, Chicago, Los Angeles, San Francisco
Working Environment: Hybrid
Your Team's Impact
The Principal Implementation Specialist will help lead implementation efforts for FactSet's Reporting Line. The Principal Implementation Specialist will partner with the regional implementation specialists to derive and execute on best practices for engagements within their mandate.
Clients look to the Professional Services Group to develop and implement solutions that solve their most complex problems. Our clients see the Professional Services Group as a key partner when complex changes occur at their firm. These changes can include large-scale deployments of FactSet software, organizational changes, and enhancing custom processes.
FactSet's Professional Services Team has the opportunity to work across the portfolio lifecycle within the Institutional Buy-side Business Unit. This role will work primarily with tools that are a part of our reporting suite of products.
Analytics Implementation Specialists are part of a fast-growing team comprised of subject matter experts, combining product and industry knowledge to help ensure customer success during implementations. As an implementation specialist you will work with a Professional Services project team to lead successful client implementations.
What You'll Do
- Build and manage implementation scope and effort estimates. Collaborate with Global Professional Services on building project plans
- Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
- Create user workflow specifications and establish priority and direction to technical integration staff on client requirements
- Develop a comprehensive understanding of the technical aspects of the Analytics suite
- Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities
- Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry
- Identify growth strategies by outlining client organizational structures and uncovering additional opportunity during the implementation process
- Share emerging trends, what is working well, and areas for improvement with the Analytics Team
- Study client workflows and partner with Product Development and Engineering to enhance FactSet’s products
- Facilitate transition from implementation phase to support
What We're Looking For
Required Skills
- Bachelor's degree or higher in Computer Science, Engineering, Finance, Mathematics, or related field
- Minimum of 10 years of experience in designing, developing, and implementing complex software solutions within enterprise environments
- At least 6 years of experience working with FactSet’s Analytics tools - specifically the reporting suite.
- Deep understanding of how clients use FactSet Analytics and Reporting Solutions products including Vermilion, Portfolio Publisher, Portfolio Reporting Batcher and Analytics APIs.
- Excellent technical background and exposure to financial services
- CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred
- Extremely detail-oriented with the ability to see the big picture
- Enthusiastic with a keen sense of initiative and a desire to take ownership
- Willingness to travel
Desired Skills
- Stored Procedures writing and debugging
- Performance tuning of SQL code
- Familiar with some of the major DBMS like Oracle, SQL Server, PostgreSQL, etc.
- Application server setup (e.g. Tomcat, JBoss/WildFly)
- Web Services, APIs, XML, JSON
- HTML syntax familiarity
- Experience with programming or scripting languages, e.g. shell, Python, Java, JavaScript, C#, VBA, etc.
- Knowledge of financial instruments or related software
- Any experience in Financial Reporting
- Technical skills with financial software applications
- Working with Excel (data and chart manipulation through VBA and other functions)
- Windows Servers, IIS
- SAML configuration / setup
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.
The budgeted salary range for this position in the states of New York and California is $140,000 - $175,000.
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
Top Skills
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.
