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: New York, NY
Working Environment: Hybrid
Your Team's Impact
FactSet’s Research Management System (RMS) facilitates our clients’ investment research process by allowing them to store and share notes, documents, and other critical information related to their internal research and due diligence processes. The RMS is a suite of workflow-driven solutions tailored to the needs of each client, helping boost cross-firm collaboration, maintain compliance, and ensure research continuity. Our RMS solution combined with the content and tools of the core workstation, and together with other specialty solutions such as Portfolio & Performance Analytics, put FactSet in the unique position to offer an end-to-end research and investment workflow solution.
The Internal Research Notes (IRN) product is the core of our research management offering to Asset Manager, Asset Owner, and Wealth clients. The Americas Asset Owner team is dedicated to implementing IRN at new Asset Owner clients as well as supporting our existing client base. During implementations, the team’s primary objective is to successfully gather requirements, project plan, and build out workflows. They will also oversee relationships across a wide user base, providing expertise on advanced IRN projects and workflows to our clients. In this role, you will work with new and existing clients to identify and configure optimal organizational and research management strategies.
What You'll Do
Pre-Sales & Implementation
- Collaborate with Sales as necessary during the sales cycle to ensure prospects have full
insight into the breadth of functionality available from deployment of our RMS solutions - Assist with definition and setup of trials for prospects
- Define, design, and implement solutions and IRN best practices for clients spanning Asset
Managers, Hedge Funds, Wealth Management, Asset Owner firms, etc. with a focus on Asset Owner firms- Implement IRN for new clients that can vary from small implementations to large-scale
deployments - Implement IRN for new teams or implement new advanced workflows at existing clients
- Implement IRN for new clients that can vary from small implementations to large-scale
- Gather detailed requirements from clients, document these requirements in Statements of
Work and develop implementation project plans - Advise on and create optimal proprietary processes that are tailored to individual clients and
the various firm types that use IRN - Follow best practices for IRN Implementations (Statements of Work, Implementation RPDs,
client updates and communication)
Strategic Consulting & Client Retention
- Derive a strategic plan for your book of clients to optimize the value your clients receive from
IRN - Proactively involve the FactSet generalists’ teams in your advanced project work
- Collaborate with the FactSet generalists’ teams and RMS Sales to act on at-risk/low-usage
clients by sharing IRN enhancements and new functionality with the users - Serve as a subject matter expert for IRN functionality and advanced projects
- Identify opportunities to expand RMS and larger FactSet footprint across your book of clients
- Understand our RMS product strategy, enhancements, and roadmap
- Collaborate with IRN PD/Engineering to ensure client feedback is properly communicated into
product enhancements
What We're Looking For
Required Skills
- Bachelor’s degree required
- 2+ years of industry related experience
- Proactive and independent work ethic
- Exceptional analytical and problem-solving skills
- Excellent presentation skills, written and oral communication skills
- Demonstrated critical thinking abilities
- Client obsession mentality - dedication and focus on guiding clients towards optimal solutions
- Knowledge of RMS workflows and IRN, or strong interest in working with IRN
- Prior experience supporting RMS clients and/or FactSet workstation is preferred
- Understanding of Asset Owner, Asset Manager, and Wealth workflows preferred, with the
understanding that this role will focus primarily on Asset Owners
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.
The budgeted salary range for this position in the state of New York is $90,000 - $105,000.
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
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
Skills Required
- Bachelor's degree
- 2+ years of industry related experience
- Knowledge of RMS workflows and IRN
- Prior experience supporting RMS clients and/or FactSet workstation
- Understanding of Asset Owner, Asset Manager, and Wealth workflows
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.
-
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.
-
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.
-
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.
