Client Solutions Associate, Factset
Plus a discounted employee stock purchase program
Office located in Bay Street, Toronto
Business data & analytics for finance
Job no longer available
Business data & analytics for finance
1001+ employees
Job no longer available
Plus a discounted employee stock purchase program
Office located in Bay Street, Toronto
1001+ employees
Company mission
To help investment professionals throughout the world by providing analytical insight from raw financial data.
Role
Who you are
- Bachelor’s degree or higher in Finance, Business, Economics, or related field
- 1-4 years of experience in financial services or a related client-facing role; ideally in investor relations, finance, or capital markets
- Ability to manage large, complex client accounts independently, with strong organizational and time-management skills, and the ability to prioritize projects and deliverables with competing timelines
- Outstanding verbal and written communication skills
- High degree of resourcefulness and self-starter attitude, combined with the capacity to work in a fast-paced environment
- Advanced proficiency with financial and market data platforms, and Microsoft Excel and PowerPoint. Proficiency with FactSet would be an asset
- A passion for growing and driving the business forward from both a retention and expansion perspective
What the job involves
- As a Senior Associate in our Professional Services team, you'll play a critical role in offering strategic, white-glove support to our clients, delivering key insights, and leading complex deliverable and project-based initiatives that help shape their IR strategy
- You’ll work with a cross-functional team to provide data-driven recommendations, high-impact reporting, and exceptional service to a portfolio of sophisticated clients
- Deliverables Execution: Lead and manage complex client projects and deliverables from inception through completion, ensuring timely, high-quality outcomes tailored to client goals and exceeding client expectations
- Client Engagement: Serve as the primary point of contact for a portfolio of high-value clients and ensure consistent, high-quality support on all professional services. Resolve issues independently and proactively identify areas where we can add value
- Strategic Advisory: Leverage your capital markets expertise to deliver actionable recommendations to shape clients’ IR strategies, including targeting, reporting, and market monitoring
- Cross-functional collaboration: Partner with internal teams including Customer Success, Sales, R&D, and Marketing to execute and address client needs efficiently and effectively
- Continuous Improvement: Identify opportunities to enhance Professional Services processes, tools, and service offerings, contributing to the ongoing growth, success, and enablement of the team
Our take
FactSet is an S&P 500 company creating flexible, open data solutions for investment professionals around the globe. The company was founded at the end of the 1970s, when the prominence of computers spurred the founders to find a way to deliver computer-based financial information. In doing so, FactSet revolutionized the delivery of this data to clients, which had previously been by messenger and on paper.
Investors use FactSet to access instant financial data and analytics that educate their investment decisions. In 2022, FactSet for CRM launched on the Salesforce AppExchange; reaching users looking to get a complete, reliable view of current and prospective customers. As it has grown, the company has continuously responded to changes in the market, and innovated its operations.
As part of the company’s efforts to help clients modernize and improve their market data technology, FactSet partnered with data and analytics company BMLL to offer order book history and analytics in the cloud. The company has also made steps into the cryptocurrency space by collaborating with Coin Metrics, integrating Coin Metrics’ digital assets data into its solutions, whilst embarking on a series of strategic fintech acquisitions over 2023 and 24.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
11% employee growth in 12 months
Company
Funding (1 round)
May 2003
$0.2m
SEED
Total funding: $0.2m
Company benefits
- A competitive package offering generous paid time off for personal, vacation, parental, and medical leave.
- Comprehensive health coverage for employees and their families, at little or no cost to employees.
- Discounted services at gyms and wellness facilities.
- Free working lunch in the office Monday through Thursday.
- A social community involved in sports, charities, and in-office events.
- Certification reimbursement for eligible expenses related to the CFA, IPM, CAIA, and FRM exams.
Company HQ
Norwalk, CT
Leadership
Phil Snow
(CEO)Has worked at FactSet since 1996, including in various leadership roles within Global Content Sales and Americas Sales.
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