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.
About The Team
The Analytics & Trading Front Office Solutions group is responsible for defining and creating products that Portfolio Managers and Traders rely on heavily throughout the trading day. We are looking for a Senior Implementation Specialist who will be responsible for implementing FactSet’s Execution Management System (EMS) solutions. You will be joining a global team of subject matter experts with deep technical and industry knowledge in this field who go above and beyond to provide top-notch trading solutions and services.
What You'll Do:
Be intimately familiar with our product offerings so that you can work directly with FactSet’s Institutional Asset Management clients and prospects to architect and implement FactSet’s EMS solution (Portware Enterprise and FactSet EMS).
Analyze and define business requirements related to client workflows.
Serve as project manager and coordinate between all teams required for an EMS implementation.
Ensure projects are executed with expertise, delivered on schedule, and aligned with customer expectations.
Train clients in the use of our technology to ensure client success through go-live and into production trading.
Work with regional broker-dealers and third-parties on behalf of our clients to establish connectivity and ensure workflows meet client needs.
Work with our Sales teams to provide technical expertise on deployment, system set up, configurations that meets clients’ requirements.
Work closely with our Development, Product Management, and Account Management teams to provide the best resolutions to issues concerning all aspects of our trading solutions.
Perform User Acceptance Testing (UAT) and help clients perform their own UAT.
Partner with our Client Services team to ensure our clients receive adequate support and a smooth transition to our Account Management team.
Understand the evolving needs of our business and our clients, identify and explore opportunities for operational and service improvement.
Manage and execute onboarding and projects for existing clients, ensuring smooth setup, configuration, and integration of systems or services.
70% Implement solutions
10% Document solutions
10% Develop and maintain up-to-date knowledge of the finance industry, current market trends and economic factors in order to maintain a competitive edge and form support strategies
5% Serve as an escalation point for retention efforts
5% Assist with learning and development efforts
What We're Looking For:
5+ years of client service/success experience within a financial services institution
Excellent communication and presentation skills (verbal and written) with ability to break down and explain complex issues to internal and external audiences (English fluency and proficiency in one or more Asian languages is a plus)
Exceptional problem-solving skills are required with ability to work under pressure handling time sensitive issues with a strong sense of urgency
Good understanding of multi asset class electronic trading workflow of asset managers (one or more experiences in EQ, ETD, Fixed Income, FX)
Proven ability to multi-task as well as critical thinking ability and willingness to learn and adapt is critical
Comfortable working with traders and other client personnel (including very senior stakeholders)
Ability to influence stakeholders and work closely with them to determine acceptable solutions
Enthusiasm, a strong sense of initiative and competitive spirit
Ability to travel if required
Excellent documentation skills
Hands-on technical experience and proficiency in the following technologies: OMS/EMS, FIX and network, JAVA, Oracle DB, Various server OS Platforms (Windows, Linux, Solaris, etc.), Citrix.
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.
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.
