Job Details

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

4+years of relevant experience required knowledge across all asset types

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

Strong communication and interpersonal skills

Technical and application knowledge

Leadership skills

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.

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

Python and data science skills would be considered a plus

Participation in the CFA Program or FRM Program

Flexibility / Adaptability / Managing Multiple Priorities

For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Job location :

Boston, Chicago, New York, Norwalk, Los Angeles and, San Francisco

Working Environment : Hybrid

For U.S. locations, 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.

open to all employees that serve as a catalyst for connection, growth, and belonging.

Learn more about our benefits .

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 amount range for this position in the States of Connecticut, California and in New York City is $88,000 -$110,000

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 and follow us on and.