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.
Role Summary
We are looking for a Senior Performance & Fixed Income Specialist to join our Buy-side Client and Managed Services team in Sofia – an individual who is enthusiastic, intellectually curious and takes pride in the work they do. We offer the opportunity to become a subject matter expert in the FactSet Core Analytics products suite and solutions by bridging the gap between investment and software professionals. The role requires collaborative partnership with a diverse range of stakeholders including client representatives, sales, product specialists and engineers.
Key Responsibilities and Tasks:
- Develop and maintain up-to-date knowledge of the asset management industry, current market trends and economic factors for maintaining a competitive edge over the execution and delivery of creative solutions & strategies.
- Execution of activities including implementations, managed services, consultancy and solution optimizations by obtaining an excellent grasp of the product functionalities and methodologies as well as industry-specific principles and best practices. Close collaboration with middle and front office of our clients – institutional asset managers, wealth managers and asset owners.
- Analyze and solve complex business issues related to clients’ investment portfolios, financial data, analytics, and workflows.
- Strong aptitude for understanding and gathering requirements to address client-specific business needs efficiently.
- Assist and support the smooth execution of clients’ production processes and workflows.
- Act as subject matter expert escalation point to other internal teams (e.g. Support, Sales).
- Closely collaborate with cross-functional stakeholders (e.g. Consulting, Sales, Product, Engineering, Strategy).
Required Skills:
- University degree in Finance, Economics or related industry discipline
- 2+ years of professional experience in relevant field
- Knowledge of financial products and instruments
- Proficiency in Excel and financial formulas
- Enthusiasm for working closely with investment professionals
- Strong analytical and critical thinking abilities
- Excellent interpersonal skills with a strong sense of initiative, team player
- Fluency in English, written and spoken is a must
Beneficial Skills:
- Financial background in the Asset Management industry
- Genuine interest in capital markets and portfolio management
- Experience with Performance Measurement & Attribution, or Risk Management
- Interest and affinity to work with software, data and analytics
- Financial instruments pricing knowledge, including standard Stock and Bonds assets as well as derivative products such as Options, Futures, Swaps (e.g. CDS, IRS, TRS), Structured Products, etc.
- Python and data science skills would be considered a plus
- Participation in the CFA Program or FRM Program
The budgeted salary range (annual gross) for this position in Bulgaria is €26,300-€36,000.
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
- University degree in Finance, Economics, or a related discipline
- At least 2 years of professional experience in a relevant field
- Knowledge of financial products and instruments
- Proficiency in Excel and financial formulas
- Fluency in written and spoken English
- Strong analytical and critical-thinking abilities
- Excellent interpersonal skills, initiative, and teamwork
- Financial background in asset management
- Interest in capital markets and portfolio management
- Experience with performance measurement and attribution or risk management
- Interest or experience working with software, data, and analytics
- Knowledge of pricing stocks, bonds, derivatives, and structured products
- Python and data science skills
- Participation in the CFA or FRM Program
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.
