Implementation Specialist
Role 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
Key Skills for This Role
Full Job Posting
Responsibilities
- Produce client-facing communication in coordination with the implementation project manager
- Build and manage implementation scope and effort estimates.
- Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
- Create user workflow specifications, custom report specifications, establish priority and direction to technical integration staff on client requirements
- Develop a comprehensive understanding of the technical aspects of the Analytics suite
- Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities
- Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry
- Identify growth strategies by outlining client organizational structures and uncovering additional opportunities during the implementation process
- Share emerging trends, what is working well, and areas for improvement
- Study client workflows and partner with Product Development and Engineering to enhance FactSet’s products
- Provide user training and support the development of training programs
- Facilitate the transition from the implementation phase to support
Requirements
- At least 2 years of experience working with FactSet’s Analytics tools
- Strong technical background
- Proven technical proficiency particularly in writing complex screening codes
- Understanding of how clients use FactSet Analytics and Performance Solutions products
- CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred
- Extremely detail-oriented with the ability to see the big picture
- Enthusiastic with a keen sense of initiative and a desire to take ownership
- Willingness to travel
Locations
- Austin, TX, Boston, MA, New York, NY, Norwalk, CT, Chicago, IL, San Francisco, CA, Los Angeles and Toronto CAD
- Working Environment : Hybrid
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
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, Connecticut, and New York is $92,000-$100,000.
The budgeted amount range for this position in Toronto is $92000 -$100,000 CAD
Please note: the salary range may differ in other locations or countries
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
About FactSet
Public financial data and software company serving investment professionals, corporations, and financial institutions worldwide.
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