Client Solutions Associate, Factset
February 2025
Business data & analytics for finance
Open for applications
Business data & analytics for finance
1001+ employees
Open for applications
1001+ employees
Company mission
To help investment professionals throughout the world by providing analytical insight from raw financial data.
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Company mission
To help investment professionals throughout the world by providing analytical insight from raw financial data.
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
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 values
- Future-Focused: We lead with curiosity, ask thoughtful questions, and make smart decisions to stay ahead
- Always Inclusive: We foster a diverse and inclusive community by listening to each other because we know the best ideas can come from anyone, anywhere, at any time
- Client-Centric: We serve as an extension of our clients' teams and go above and beyond to help reach their goals
- Tenacious: We strive to learn and do better every day, helping our clients, our communities, and each other grow
- Solution-Driven: We have a bias for action and measure our success based on what the impac tthat we make
Funding (1 round)
May 2003
$0.2m
SEED
Total funding: $0.2m
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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