Account Manager, Factset
EMS Trading Solutions
+ Discounted ESPP
Business data & analytics for finance
Job no longer available
Business data & analytics for finance
1001+ employees
Job no longer available
+ Discounted ESPP
1001+ employees
Company mission
To provide access to connected financial data, next-gen AI tools, and dedicated support to help clients see more, think bigger, and do their best work.
Role
Who you are
- Bachelor’s degree in Economics, Business, Computer Science or a related field
- Minimum 5 years in financial markets front office environments with core knowledge of market structures across multiple asset classes and types
- Experienced project manager with the ability to drive and deliver concurrent, significant, and priority conflicting projects to completion
- Experience as a technical business analyst with deep understanding of translating business needs into functional requirements
- Hands on experience with SQL, including but limited to ability to create complex SQL queries
- Experience working directly with software engineers/developers as well as Technical Architects on business requirements
- Experience with securities trading (FX or Fixed Income strongly preferred, other asset classes such as derivatives and equities a plus)
- Experience with the FIX protocol and its practical application
- Demonstrated commitment to learning and gaining from both successes and failures
- Experienced logical, systematic, conceptual, and practical thinker
- Understand EMS system and its components both holistically and separately. OMS experience is a nice to have
- Competency to execute at varying levels of work from operational to strategic
- 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
What the job involves
- The Account Manager functions as a technical account manager for a book of FactSet’s EMS (Execution Management System), Portware
- They work closely with the product and engineering teams, as well as Implementation Team, and Support teams
- They are responsible for retention of the client by developing bilateral collaboration and trust with the client and advocating internally for the client’s goals and requests
- The role requires business acumen, technical insight, and customer relationship skills at a high level
- They are tasked with managing and implementing a book of work focused on delivering new features of the EMS and projects driven by client need
- Projects and efforts include product upgrades, workflow changes, new asset class and trading strategy implementations, broker and liquidity provider connectivity, new user training, updates to the front-end GUI, and creation of client facing reports
- Participated in the pre-sale process to assess client needs before the start of implementation
- Create a strategy and set objectives for each client account
- Participate in the requirements gathering process at the onset of implementation projects as well as during the day-to-day process to ensure that the appropriate resources are allocated
- Champion customers’ current and anticipated needs through effective partnerships
- Act as a client advocate internally to create visibility of client needs
- Focus activities on the clients’ business and priorities
- Identify business opportunities that support FactSet objectives
- Work with Product Management, Support, and Development as well as Sales and Pre-Sales Engineering to ensure efficient and cost effective client implementations
- Work with Support on resolution of any issues
- Act as a role model to inspire higher standards, efforts, and results in others
Salary benchmarks
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 HQ
Norwalk, CT
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