FactSet

Implementation Specialist

FactSet$92K — $100K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 2 years of experience with FactSet's Analytics tools
  • Bachelor's degree in Economics, Business, Computer Science, or related field
  • Strong technical skills and experience writing complex screening codes
  • In-depth knowledge of client usage of FactSet Analytics and Performance Solutions
  • Relevant industry certifications (CFA, CIPM, CAPM, FRM, MBA) preferred
  • Detail-oriented with a strategic perspective
  • Proactive with a strong ownership mentality
  • Willingness to travel as needed.

Responsibilities

  • Produce client-facing communications with the implementation project manager
  • Build and manage implementation project scope and effort estimates
  • Provide functional and technical product guidance based on customer needs
  • Create workflow and custom report specifications for technical integration teams
  • Understand the technical aspects of the Analytics suite thoroughly
  • Implement and enhance deployments to improve user experience and drive sales
  • Engage with sophisticated users by applying investment principles effectively
  • Identify growth strategies and uncover additional opportunities during implementation
  • Share insights on emerging trends and areas for improvement
  • Collaborate with Product Development to enhance FactSet's offerings
  • Develop and deliver user training programs
  • Facilitate transitions from implementation to ongoing support.

Benefits

  • Opportunity to work with an S&P 500 company with over 45 years of growth
  • Health, life, and disability insurance, plus retirement savings plans
  • Flexible work arrangements to support work/life balance
  • Commitment to volunteerism and sustainability within a collaborative community
  • Structured career progression planning with dedicated learning time
  • Inclusive Business Resource Groups fostering connection and belonging.
Full Job Description
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.

Responsibilities:
  • 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
  • Share emerging trends, what is working well, and areas for improvement
  • 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


Requirements:
  • At least 2 years of experience working with FactSet's Analytics tools
  • Bachelor's degree in Economics, Business, Computer Science, or a related field or equivalent experience.
  • 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


Locations: Austin, TX, Boston, MA, New York, NY, Norwalk, CT, Chicago, IL, San Francisco, CA, Los Angeles and Toronto CAD

Working Environment: Hybrid

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

What's In It For You

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage.

Being a FactSetter means:
  • The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
  • Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
  • Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
  • A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
  • Career progression planning with dedicated time each month for learning and development.
  • Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.


Learn more about our benefits here .

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

The budgeted salary range for this position in the state of California, Connecticut, and New York is $92,000-$100,000.

The budgeted amount range for this position in Toronto is $92000 -$100,000 CAD

Please note: the salary range may differ in other locations or countries

About FactSet

FactSet Research Systems Inc. provides integrated financial information and analytical applications to the investment community in the United States, Europe, and the Asia Pacific. The company delivers insight and information to investment professionals through its analytics, services, contents, and technologies. Its applications suite offers tools and resources, including company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization, and research management solutions. The company was founded in 1978 and is headquartered in Norwalk, Connecticut.
Learn more about FactSet
Size
10,691 employees
Market Cap
$15 billion
Industry
Net Income
$380.1 million
Founded
1978
5 Year Trend
+8.6%
Revenue
$1.5 billion
NASDAQ

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