Implementation Specialist, Factset

$92-100k

Salary is applicable to candidates in CA, CO and NY only, and may vary in other US states. The salary for Toronto is: $92000 -$100,000 CAD

Junior and Mid level

Austin

Boston

Chicago

Los Angeles

New York

San Francisco Bay Area

Toronto

More information about location

Business data & analytics for finance

Open for applications

Business data & analytics for finance

1001+ employees

B2BInvestingAnalyticsFinancial Services

Open for applications

$92-100k

Salary is applicable to candidates in CA, CO and NY only, and may vary in other US states. The salary for Toronto is: $92000 -$100,000 CAD

Junior and Mid level

Austin

Boston

Chicago

Los Angeles

New York

San Francisco Bay Area

Toronto

More information about location

1001+ employees

B2BInvestingAnalyticsFinancial Services

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.

Job

Company

Role

Who you are

Bachelor’s degree in Economics, Business, Computer Science, or a related field or equivalent experience
At least 2+ years of experience working with FactSet’s Analytics tools
Strong technical background
Proven technical proficiency particularly in writing complex screening codes
Understanding of how clients use FactSet Analytics and Performance Solutions products
CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred
Extremely detail-oriented with the ability to see the big picture
Enthusiastic with a keen sense of initiative and a desire to take ownership
Willingness to travel

What the job involves

The Implementation Specialist is a subject matter expert in FactSet’s products, tasked with deploying FactSet’s products by delivering on high-value projects and engagements. Implementation Specialist’s primary focus is on ensuring that FactSet’s clients are properly set up to get the most value out of their FactSet subscriptions. They are responsible for ensuring data integration and quality, configuring modules within FactSet, building end-user reports and interfaces, training our clients, and supporting users during the implementation process
All work done by Implementation Specialists is project-based and may include implementations, solutions optimization, and other time and knowledge-intensive projects. Implementation Specialists may be utilized on larger and more complex engagements and may serve as mentors for more junior members of the team
Our Implementation team is a key partner to our clients to support complex changes across their organizations, drive enterprise deployments of FactSet solutions, manage organizational restructures, and implement process improvements. Those in our core analytics team deliver our industry leading analytics suite of products to our clients. These individuals are problem solvers, have the agility to deliver solutions across on-platform and off-platform solutions and possess the desire to provide the highest level of client satisfaction in the industry
Produce client-facing communication in coordination with the implementation project manager
Build and manage implementation scope and effort estimates
Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
Create user workflow specifications, custom report specifications, establish priority and direction to technical integration staff on client requirements
Develop a comprehensive understanding of the technical aspects of the Analytics suite
Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities
Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry
Identify growth strategies by outlining client organizational structures and uncovering additional opportunities during the implementation process
Study client workflows and partner with Product Development and Engineering to enhance FactSet’s products
Provide user training and support the development of training programs
Facilitate the transition from the implementation phase to support

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

Glassdoor (3.9)

Company

Funding (1 round)

May 2003

$0.2m

SEED

Total funding: $0.2m

Company benefits

Generous PTO for personal, vacation, parental and medical leave
Comprehensive health coverage for employees and their families, at little or no cost to employees
Wellness discounts across gyms and other facilities
Free working lunch in the office Monday through Friday
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

Sanoke Viswanathan

(CEO)

Spent 15 years at JPMorganChase, joining as Head of Corporate Strategy then working through several other strategic leadership roles before ultimately becoming CEO. Has also been a Partner and Consultant at McKinsey & Company.

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