Product Manager, Factset

Wealth

$120-150k

Salary applicable for candidates based in NYC, may vary in other locations

Senior and Expert level

Boston

London

New York

More information about location

Business data & analytics for finance

Be an early applicant

Business data & analytics for finance

1001+ employees

B2BInvestingAnalyticsFinancial Services

Be an early applicant

$120-150k

Salary applicable for candidates based in NYC, may vary in other locations

Senior and Expert level

Boston

London

New York

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
5+ years of product management or related experience, preferably in finance, wealth management, or enterprise technology
Understanding of wealth management user workflows, and portfolio analytics and portfolio management (i.e. rebalancing, optimization, tax awareness) concepts
Proven experience in bringing a product from 0-1, including involvement in the initial development, launch, and iterative improvement stages is a plus
Exposure to portfolio management software and understanding of the competitive landscape
Strong interest in learning integration concepts and experience collaborating with technical partners
Outstanding written and verbal communication skills, with the ability to present complex ideas and project updates clearly and confidently to senior stakeholders
Experience conducting user or client research and converting feedback into actionable product enhancements
Familiarity with Agile methodologies and cross-functional collaboration
Strong interpersonal and communication skills for working with diverse teams and stakeholders
Ability to troubleshoot basic technical issues and support product testing and reliability
Detail-oriented, organized, and able to manage projects with guidance

What the job involves

We are seeking a Product Manager to lead the development and delivery of our next-generation portfolio modeling and rebalancing services
You will work with the team to deliver on the product roadmap, drive user research and validation, and align cross-functional teams to deliver an exceptional client and advisor experience
Support the end-to-end product management of our next-generation portfolio modeling and rebalancing services, from requirements gathering through development, launch, and initial adoption
Work closely with cross-functional teams, to ensure smooth integration and continuous alignment between the Factset suite of products
Collaborate with internal technology, operations, and compliance stakeholders to define core features and prioritize user needs
Ensure the portfolio services support interoperability and future integration with other products
Gather user feedback and analytics to guide feature enhancements, bug fixes, and usability improvements
Assist with agile delivery processes including sprint planning, backlog management, and user acceptance testing
Coordinate creation of training materials and documentation to support successful onboarding and ongoing user adoption of the PMS
Communicate project updates and solicit feedback from cross-functional partners

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 (4)

Company

Funding (1 round)

May 2003

$0.2m

SEED

Total funding: $0.2m

Company HQ

Norwalk, CT

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