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.
We are seeking a highly skilled and motivated individual to join our Data Solutions group as a Pricing and Reference Data (PRD) Implementation Specialist.
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.
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.
You will gain exposure to a wide range of Data Solutions products; including FactSet proprietary technologies (e.g. User Configurable Feeds), Cloud and Managed Services (Snowflake, AWS, Azure), Standard DataFeeds (SQL Databases), FactSet proprietary content, Prices, Partner and exchange data and FactSet Content APIs as well as learning to design custom solutions tailored to each client using a combination of products.
What You'll Do
- Gathering client requirements, preparing proof of concept files, data transformation and filtering, process design, implementation, testing & troubleshooting, and pre-sales client communication.
- Liaising with the pre-sales coverage check team to facilitate the delivery of initial sample files
- Working alongside with our sales, product, engineering, consulting teams and other internal teams throughout the implementation process.
- Develop and share knowledge on PRD content (e.g. instrument identifiers, symbol cross reference, entity reference, prices, terms and conditions, corporate actions and derived analytics)
- Involvement in product development (working with agile teams, improving existing & new products) to help shape the future of FactSet’s PRD offering
- Client relationship management
- Day to day client engagement
- Standardization of client specific tasks
- Streamlining data workflows & pipes
- External and internal training and education
- Debriefing of complex situations
What We're Looking For
Required Skills
- University degree in Data, Business, Technology or other related field
- A minimum of 1 year of professional experience
- Genuine interest in data, technology, financial markets
- Knowledge of financial products and instruments
- Data management and Query Language experience
- Good understanding of how to navigate through functions and code arguments in Excel
- Strong organizational skills to manage multiple projects and identify economies of scale
- Effective communication and interpersonal skills to collaborate with diverse teams
- Ability to cultivate collaborative and productive relationships
- Adaptability and capability to manage multiple priorities
- Ability to analyse, validate, and interpret large and complex datasets.
- Ability to troubleshoot data issues, reconcile mismatches, or resolve feed integration issues.
Desired skills
- Good understanding of financial data and different security types (stocks, fixed-income securities, derivatives, FX, commodities)
- Data modelling experience e.g., SQL, Python
- Experiences with FQL and Screening syntax
- Participation in the CFA Program or technology focused certification programs (e.g., AWS Cloud Practitioner, Snowflake Certifications, Power BI)
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
- University degree in Data, Business, Technology, or a related field
- Minimum of 1 year of professional experience
- Interest in data, technology, and financial markets
- Knowledge of financial products and instruments
- Data management and query language experience
- Ability to navigate Excel functions and code arguments
- Strong organizational skills and ability to manage multiple projects
- Effective communication and interpersonal skills
- Ability to build collaborative and productive relationships
- Adaptability and ability to manage multiple priorities
- Ability to analyze, validate, and interpret large and complex datasets
- Ability to troubleshoot data issues, reconcile mismatches, and resolve feed integration issues
- Understanding of financial data and security types including stocks, fixed-income securities, derivatives, foreign exchange, and commodities
- Data modeling experience with SQL or Python
- Experience with FQL and Screening syntax
- Participation in the CFA Program or technology-focused certification programs such as AWS Cloud Practitioner, Snowflake Certifications, or Power BI
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.
