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
FactSet is seeking a Senior Project Manager to project manage client implementations, upgrades, and enterprise hosting migrations within the Institutional Buy Side product suite. You will focus on successful end-to-end delivery of FactSet solutions through strong project governance, cross-functional coordination, and on-time transitions to production that result in high client satisfaction. The Senior Project Manager will ensure consistency, transparency, and predictable outcomes across all assigned programs.
This role requires extensive project management experience managing multiple concurrent implementations, strong communication skills, and the ability to build relationships in complex environments. You will partner closely with senior stakeholders across client and internal teams. The ideal candidate will be self-directed, collaborative, and have experience in the financial services industry working for a software vendor, consultancy, or bank.
What You'll Do:
Manage the project delivery of client implementations utilizing FactSet’s iterative implementation methodology
Accountable for program governance, including scope, schedule, budget, risk, decision management, escalation, and executive-level reporting
Develop, maintain, and manage detailed program plans, RAID logs, and weekly/monthly status reporting; proactively identify risks, dependencies, and delivery bottlenecks; drive mitigation plans and escalate issues as appropriate
Partner with client project management and senior stakeholders to align scope, timelines, dependencies, and communication strategies
Influence project phasing and delivery approaches to achieve value-driven outcomes aligned with client business priorities.
Matrix-manage cross-functional internal and client teams, setting priorities, forecasting milestones, and holding teams accountable for commitments
Identify and manage cross-program, technical environments, and third-party vendor dependencies that impact delivery timelines and risk; coordinate sequencing to minimize conflicts and delays
Communicate project status, key decisions, priorities, and escalations to stakeholders; create and present project artifacts including status reports, risk assessments, and decision frameworks; manage expectations internally and externally
Manage resource allocation and capacity planning across assigned projects
Establish and monitor quality standards and acceptance criteria for all deliverables; conduct reviews to ensure solutions meet client requirements before production deployment
Lead client readiness, training, cutover planning, and transition to production, ensuring operational stability and successful adoption.
Own project financials, burn-down tracking, and change control aligned with client statements of work
Contribute to PMO initiatives, standards, and continuous improvement efforts to strengthen delivery consistency and maturity across the organization.
What We're Looking For:
8+ years of project management experience leading complex, multi-year technology implementations; experience in the implementation of a financial system within a bank, insurance company, or Asset Manager is highly valued.
Exceptional communication and presentation skills with proven ability to manage expectations, influence stakeholders at all organizational levels, and navigate challenging situations
Proven track record in risk identification, assessment, and mitigation planning; experience maintaining RAID logs and driving proactive issue resolution
Strong leadership skills with experience managing and influencing global, cross-functional teams to deliver results
Demonstrated ability to build relationships and drive consensus in client-facing roles across complex, matrixed environments
Ability to adapt project frameworks and methodologies to unique client circumstances and business requirements while maintaining governance discipline
Experience managing vendor relationships, third-party dependencies, and contract deliverables; comfortable working with statements of work and change orders
Hands-on experience with PM and collaboration tools such as MS Project, SharePoint, MS Teams, Jira, and program dashboards
Experience managing project budgets, financial forecasting, and change control processes; ability to track burn rates and maintain financial accountability aligned with client contracts
Bachelor’s degree in business, finance, technology, or related field, or equivalent experience.
PMP® or PgMP® certification preferred; or equivalent experience leading large-scale client implementations within a global management consulting firm
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
- 8+ years of project management experience leading complex, multi-year technology implementations
- Experience implementing financial systems within a bank, insurance company, or asset manager
- Exceptional communication and presentation skills
- Experience managing expectations and influencing stakeholders at all organizational levels
- Experience identifying, assessing, and mitigating project risks
- Experience maintaining RAID logs and driving issue resolution
- Experience leading and influencing global, cross-functional teams
- Experience building relationships and driving consensus in client-facing, matrixed environments
- Ability to adapt project frameworks and methodologies to client requirements while maintaining governance discipline
- Experience managing vendor relationships, third-party dependencies, and contract deliverables
- Experience working with statements of work and change orders
- Hands-on experience with MS Project, SharePoint, MS Teams, Jira, and program dashboards
- Experience managing project budgets, financial forecasting, burn-rate tracking, and change control
- Bachelor's degree in business, finance, technology, or a related field, or equivalent experience
- PMP or PgMP certification
- Experience leading large-scale client implementations within a global management consulting firm
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.
