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 Role
Looking for a fun, fast-paced role at the intersection of technology, finance, and client success? Join our Client Success team, as a Senior Consultant, where you’ll work with leading financial institutions (i.e. Investment Banks, Asset Owners, Asset Managers, Wealth Managers etc.) to solve business challenges and deliver meaningful value through technology.
This role is ideal for professionals with 2–4 years of experience in financial services, technology, client service, consulting, or a related field who are looking to build on their existing experience and develop a career in FinTech.
What We Offer
A structured onboarding and development program with two-week training in Manila, Philippines designed to build on your existing experience and accelerate your knowledge of the financial technology industry
Exposure to major domestic and global financial institutions
Ownership of a multimillion-dollar client portfolio and responsibility for delivering value to clients
Opportunities to lead projects and workstreams supporting the superannuation and asset management industries
The opportunity to work cross-functionally with teams across the business to solve complex client challenges
Competitive salary plus exciting perks:
Subsidized daily lunch
Fully stocked kitchen and pantry
Private health insurance
Regular social events and team-building activities
Opportunities to actively participate in Corporate Social Responsibility programs and Business Resource Groups
What You’ll Do
As a Senior Consultant, you’ll build on your existing industry experience while developing deeper expertise in financial technology, client success, and relationship management.
Your responsibilities will include:
Developing strong knowledge across our products, client workflows, and the financial services industry
Building trusted relationships with clients and developing an understanding of their business goals, challenges, and priorities
Working with clients to identify opportunities to improve their workflows, technology, and use of the FactSet product suite
Taking ownership of client initiatives and coordinating with internal teams to deliver effective solutions
Proactively identifying opportunities to improve client adoption, engagement, and overall experience
Developing commercial awareness by identifying opportunities that support client retention and growth
Managing multiple priorities and taking ownership of client issues from identification through to resolution
Acting as a voice of the client by sharing feedback and insights that can help drive product and service improvements
Contributing to team development by sharing knowledge and experience
Who We Are Looking For
An Australian Citizen/ Australia PR/ New Zealand Citizen.
Graduates or finance professionals with 2-4 years of working experience in the relevant industry
A bachelor's degree (Finance, Economics, Accounting, majors are preferred, but all majors will be considered)
Passionate about technology and its application in finance
Eager to work in a fast-paced, client-facing environment
Strong communicator, problem solver, and relationship builder
A collaborative team player with a proactive mindset
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 47 years of sustainable growth
Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and paid time off for holidays and family leave
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 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.
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
- Australian Citizen or Australia Permanent Resident or New Zealand Citizen
- 2-4 years of experience in financial services, technology, client service, consulting, or related field
- Bachelor's degree
- Degree in Finance, Economics, or Accounting (preferred majors)
- Strong communication, problem solving, and relationship-building skills
- Passion for technology and its application in finance
- Comfort working in a fast-paced, client-facing environment and collaborating cross-functionally
- Willingness/ability to attend a two-week onboarding training in Manila, Philippines
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.
