ABOUT FACTSET
FactSet creates flexible, open data and software solutions for over 162,000 of investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make crucial decisions.
For over 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 37 offices in 20 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 90% of clients who use FactSet continue to use it, year after year.
PROCESS BRIEF/ SUB-PROCESS BRIEF
FactSet’s Product Development department is responsible for implementing new products and enhancing existing ones. The mission of the department is to deliver simple, world-class solutions by collaborating with clients to understand their needs, with cross-functional project teams to share those insights, and with Sales to bring our solutions to market.
The Analytics group develops applications and solutions which facilitate tasks for portfolio managers, researchers, risk analysts, and performance analysts. Group members have strong financial backgrounds and understand the workflow of each of these investment professional types.
JOB RESPONSIBILITIES
- Efficient resource and work/tasks/projects allocation among team members considering business/client priorities with help of product manager(s).
- If required, rotate the tasks to make sure no major dependency in the team.
- Active participation in recruitment of new team members.
- Direct and execute training, coaching, and mentoring to develop team members
- Solve team issues/conflicts whenever required
- Develop and maintain internal documentation used within the team.
- Have a clear understanding of the clients’ needs and workflows
- Be the first line of defense to answer questions related to Portfolio Analysis, performance and attribution related products from sales/consulting and reconciliation team
- Identify and respond to client demand for new initiatives and enhancements to analytics solutions
- Participate in product focused rotations designed to teach the portfolio management process and provide exposure to multiple aspects of the Portfolio Analysis application
- Develop requirements’ specifications and test cases from business requirements and help engineering to understand the same.
- Work with the design team to develop Portfolio Analysis, performance and attribution related application’s features
- Work with engineers to fix bugs, test enhancements, and manage releases and client migrations
- Work with Knowledge Management team to help write documentation as well as internal and external client communications
- Ensure the ongoing quality of the Portfolio Analysis products
- Actively manage and share ideas to improve work processes and output
Eligibility criteria –Skills required, Education & Experiences
- Undergraduate (Bachelor's) degree in Math/ Science/Statistics/ Engineering/ Finance or related field
- MBA Finance
- CFA or FRM or CIPM
- 8-14 years of experience dealing with portfolio analysis/equity analysis/fixed income analysis at both conceptual and application level, at least 2 year of team handling experience
- Articulate communicator, with excellent language skills – both oral and written
- Has good understanding of financial clients’ needs and workflows
- Liaise effectively (both written and oral) with engineers and data providers
- Ability to work independently and within a group
- Interest in learning modern technologies/knowledge
- Basic understanding of SDLC (Software Development Life Cycle) & PDLC (Product Development Life Cycle)
- Prominent level of motivation
- Proficiency with Excel
Preferred Skills/qualifications/certification
- Technical skills: Advanced excel/SQL
- Prior experience with FACTSET platform
Career Progression Path:
- Product Analyst à Product Analyst II à Associate Product Specialist à Product Specialist à Product Specialist II à Senior Product specialist à Associate Product Manager à Product Manager à Senior Product Manager
Interview Process
Minimum three round of interviews
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
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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.
