Implementation Specialist

The Implementation Specialist is a subject matter expert in FactSet's products, tasked with deploying FactSet's products by delivering on high-value projects and engagements. Implementation Specialist's primary focus is on ensuring that FactSet's clients are properly set up to get the most value out of their FactSet subscriptions. They are responsible for things like ensuring data integration and quality, configuring modules within FactSet, building end user reports and interfaces, training our clients, and supporting users during the implementation process. All work done by Implementation Specialists is project-based and may include implementations, solutions optimization, and other time and knowledge intensive projects.

What You'll Do:

• Implement and configure Core Analytics and Performance products, creating scalable solutions that can be supported by the Client Solutions team
• Partner with Project Management, Client Data Integration, Client Solutions and Client Sales & Consulting teams to deliver projects efficiently and effectively
• Escalate project issues/risks to Project Managers and Professional Services & Implementation leadership team in a timely fashion
• Document your client projects and processes, create procedures and guidelines to share with broader account teams
• Build specialist knowledge of the Analytics solutions across the Portfolio Life Cycle and a thorough understanding of how and why clients use them
• Assist with learning and development efforts for client solution departments and execute on Core & Performance non-recurring revenue projects by implementing new and/or improving existing client processes Act as an essential resource for Analytics related questions and projects that may arise from the client solutions support functions across the core and performance workflows.

You will work alongside Client Sales and Solution departments under the coordination of a Project Manager to provide solutions and assist existing and new clients. You will work with clients directly as well as offer advice and support internally within the Client Solutions departments.

• Bachelor's degree in Finance, Economics, Mathematics or relevant subject
• 7+ years of professional experience in the field of Finance or FinTech
• Experience in a client facing role
• Experience using and implementing FactSet Buy Side Products (specifically FactSet Performance System) or other Vendor Attribution and Performance systems.
• Ability to effectively communicate with FactSet's most sophisticated users via a strong understanding of investment principles and their application in the industry
• Strong interpersonal and communication skills for working with diverse project teams and stakeholders.
• Strong time management skills with the ability to manage multiple projects in parallel.
• Strong problem solving/analytical skills.
• Strong knowledge of Microsoft Office with Excel skills

Desired Skills

• CFA qualification
• Experience working with Wealth Management clients and an understanding of Wealth Management user workflows, portfolio analytics and portfolio management Keen interest and track record of using AI to improve implementation efficiency

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:

• Contributing to a firm with over 40 years of consecutive growth, named a 2023 Best Place to Work by Glassdoor and led by a top-rated CEO Talent Champion .
• 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 companywide 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 , sustainability , and inclusivity , where collaboration is always encouraged, and individuality drives solutions.
• Career progression plans with dedicated time each month for learning and development.
• Employee-led Business Resource Groups that align with our DE&I strategy and are wholly supported by Executive Management., 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.

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 Clients look to FactSet Professional Services to deliver solutions that meet their business requirements. Our clients see Professional Services personnel as key partners to support complex changes across their organizations, enterprise deployments of FactSet solutions, organizational restructures, and process improvement. As we increase the breadth of our product mix, the strength and agility of our Professional Services team will become even more instrumental to the success of FactSet's Institutional Buy Side Business Unit., 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.