Senior Analytics Specialist, Managed Services 7 Locations

Job location: Austin, Boston, Chicago, Charlotte, New York, Norwalk, San Francisco, Los Angeles (USA).

Work Environment: Hybrid

About FactSet

FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications and industry-leading services for investment and corporate communities. As a publicly traded company (NYSE: FDS | NASDAQ: FDS) part of S&P 500, our focus has always been to provide exceptional client service. From more than 37 offices in 20 countries, we’re all working together toward the goal of creating value for our clients. FactSet creates and delivers flexible, open data and software solutions for over 180,000 investment professionals around the globe. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading services from dedicated specialists.

Values that define our culture

We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe. Our inclusive work environment maximizes our diversity values, engagement, productivity, and ultimately makes FactSet a fun place to work.

Department Brief

In today’s rapidly evolving financial landscape, middle office teams within investment firms face increasing challenges, balancing routine operational tasks with demands for strategic business development. To enhance operational efficiency amid this growing market complexity, more organizations are turning to FactSet. Our Client and Managed Services team harnesses our advanced, proprietary middle office solutions and technology to empower our customers. With our dedicated experts, clients can adeptly manage complex workflows, maintain high data quality, and gain timely access to actionable information. By partnering with FactSet, clients transfer key functions of their business to us, enabling them to concentrate their internal resources on vital business development activities.

Your Teams Impact

In this team you will be working with our sophisticated financial software solutions. You will be the essential link between investment professionals and FactSet’s software. Combining a thorough understanding of finance and technology with specific expertise in the FactSet platform, you will help clients streamline the research and analysis process. As part of this fantastic team, you will offer an unparalleled level of service along with insight into the intricacies and functionality of the FactSet platform. FactSet’s business is based on 3 main pillars: Data, Software and Services. You will be part of the vital Services team that supplements the Data and Software business of our company.

Role Summary

We are looking for a Senior Analytics Specialist to join our Buy-side Managed Services team in the USA – 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
• 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 

United States applicants 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:

• Flexible work accommodations. Choose to work remotely, in person, or in a hybrid set-up.

• The opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, innovative minds that value collaboration and welcome your new ideas to the table

• Mentorship and growth opportunities from senior employees

• Career progression planning and a focus on career development, complete with dedicated time each month for conference attendance, online learning seminars, and networking

• A robust social community dedicated to volunteerism, intramural sports, and team-building events

• Business resource groups that align with our DE&I strategy, designed to cultivate an inclusive environment for all

Learn more about our benefits here.

The budgeted amount range for this position in the States of California and in New York City is $89,600 - $122,000

Returning from a break?

We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.