Lead Client Program Manager, Pricing and Reference Data

Posted 9 Days Ago
Be an Early Applicant
3 Locations
In-Office or Remote
Expert/Leader
Aerospace • Big Data • Fintech • Software • Analytics
The Role
Lead client-facing implementation projects for Pricing and Reference Data, optimizing processes, managing budgets, and ensuring effective communication across teams while mentoring junior members.
Summary Generated by Built In

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

We are seeking a highly skilled and motivated individual to join our Data Solutions group as a Program Manager working with Pricing and Reference Data (PRD) clients.

The Data Solutions group is responsible for the growth of FactSet’s DataFeed (off-platform) products and solutions. Our aim is to consult & organize our client’s data consumption processes with FactSet proprietary and industry standard delivery solutions. As a Program Manager in APAC, you will draw on your understanding of the region’s regulatory, cultural, and language considerations to tailor project delivery and ensure efficient, impactful client engagement across multiple countries.

Pricing and Reference Data is foundational data used to identify, describe and value financial instruments, such as stocks, bonds, derivatives, and currencies. PRD is required for workflows across the entire investment process, including trade execution, portfolio management, risk management, compliance, investment accounting and reporting.  There is a tremendous market for this area of focus, including expanding into new clients, as well as competitor replacements.

What You'll Do

Project Planning & Execution

  • Serve as the single point of contact for client-facing implementation, migration, and upgrade projects.
  • Select and adapt the most suitable project management framework for each project.
  • Develop detailed project plans in collaboration with subject matter experts, aligning with internal and external timelines.
  • Protect project scope and invoke change management processes when requirements shift.
  • Proactively identify, assess, and manage project risks along with planning mitigation strategies to ensure successful project delivery.
  • Lead multi-disciplinary project teams to execute on defined deliverables and business outcomes

Stakeholder Communication

  • Work alongside sales, product, engineering, implementation and other teams to provide transparency and ensure accountability throughout the implementation process.
  • Own the project status reporting process, summarizing progress and highlighting blockers and decisions including to senior and executive level audiences.
  • Facilitate and document internal/external meetings, ensuring engagement and clarity on priorities.
  • Communicate outcomes and actionable items in a clear, concise manner.

Reporting

  • Manage project budgets for time and material engagements, keeping stakeholders informed.
  • Define KPIs and metrics to accurately measure workstream progress.
  • Create customized reports to summarize project data and visualize key insights.

Organizational Improvement

  • Create and continuously refine process documentation based on project experience
  • Serve as an ambassador of Client Engagement Team
  • Share best practices and mentor junior team members

What We're Looking For

Required Skills

  • Verbal and written fluency in English and one of the Asian languages, preferrably in Mandarin or Japanese, with other languages a plus
  • University degree in Data, Business, Technology or other related field
  • A minimum of 9 years of professional experience
  • Proven experience in project management and process optimization
  • Genuine interest in data, technology, financial markets
  • Knowledge of financial products, instruments, and associated metadata
  • Strong organizational skills to manage multiple projects and identify economies of scale
  • Experience navigating the organizational structures of financial institutions and an ability to adapt messaging based on audience
  • Effective communication and interpersonal skills to collaborate with diverse teams
  • Ability to cultivate collaborative and productive relationships
  • Adaptability and capability to manage multiple priorities

Desired skills

  • Experience in financial systems or financial domain knowledge
  • Experience with Project Management tooling (e.g. Asana, Monday.com, or Jira)
  • Familiarity with Agile and Hybrid project approaches
  • PMP or PRINCE2 certification is a plus

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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The Company
HQ: Norwalk, CT
10,310 Employees
Year Founded: 1978

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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