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.
Your Team’s Impact
The Buy-Side Performance Managed Services team partners with industry-leading asset and wealth management firms to optimize performance measurement and reporting using B-One, our sophisticated financial analytics platform. This technology-first group ensures stable production operations and continuous workflow improvement for high-profile clients across the globe. The team’s work is highly visible, directly influencing clients’ ability to measure investment results and meet industry standards for attribution and GIPS compliance.
What You’ll Do
You will act as a senior technical resource, supporting clients and ensuring reliable performance workflows from data ingestion to final outputs. This role involves resolving technical challenges, designing and maintaining robust solutions, and collaborating across multiple teams to drive high-quality service and continuous improvement. You’ll assist with platform upgrades and other changes in live environments, applying your knowledge of performance measurement and financial logic to support portfolio data analysis and translate technical results for performance and reporting teams.
Responsibilities:
- Own and support client technical environments in a Managed Services context, including B-One application servers, SQL Server databases, and batch scheduling systems
- Design and maintain workflows covering security master loads, position/transaction imports, price feeds, NAV reconciliation, calculation runs, and report generation.
- Work with relational databases to query, analyze, and optimize data processing
- Support and troubleshoot application server and infrastructure-related issues
- Provide clear communication and transparency on incidents, changes, and client requests
- Collaborate cross-functionally with Sales, Product, Engineering, and Implementation teams
What We’re Looking For
Minimum Qualifications:
- Bachelor’s degree in Computer Science, Engineering, Mathematics, IT, or related field
- 5+ years in a technical, client-facing role
- Advanced SQL skills (Oracle, MS SQL, or PostgreSQL) with the ability to query complex schemas, optimize performance, and debug stored procedures.
- Strong technical, analytical, and troubleshooting abilities
- Familiarity with financial instruments, portfolio data, or asset management workflows
- Understanding of 3-tier architectures and production system environments
- Excellent communication skills, able to explain complex technical topics clearly
- Must be legally authorized to work in the United States without the need for employer sponsorship now or at any time in the future
Preferred Skills:
- Experience with performance measurement, attribution, or reporting systems such as B-One, FactSet, Eagle PACE/STAR, SimCorp Dimension, Aladdin, or MarkitEDM.
- Hands-on experience building and maintaining data pipelines, file-based integrations, and scripted automation (bash, PowerShell, or similar).
- Familiarity with application server management (Tomcat) and message brokers (ActiveMQ, RabbitMQ).
- Experience with Web Services and APIs (REST, XML, JSON)
- Skilled with Excel for data analysis
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.
Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.
The budgeted salary range for this position in the state of California is $90,000-$120,000.
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 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
Top Skills
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.
