FactSet

Implementation Specialist

FactSet$92K — $100K *
US-AnywhereRemote in Los Angeles, CA
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of experience with FactSet's Analytics tools
  • Strong technical background with emphasis on complex coding
  • Deep understanding of FactSet Analytics and Performance Solutions
  • Industry certifications (CFA, CIPM, CAPM, FRM, MBA) preferred
  • Detail-oriented with a strong capacity for big-picture thinking
  • Proactive with a strong sense of ownership
  • Willingness to travel as needed

Responsibilities

  • Produce client-facing communications with project managers
  • Build and manage implementation scope and estimates
  • Provide product guidance based on customer needs
  • Create user workflow specifications for technical integration
  • Develop an understanding of the technical aspects of the Analytics suite
  • Implement and enhance deployments for better user experience
  • Facilitate transitions from implementation to support

Benefits

  • Health, life, and disability insurance
  • Retirement savings plans with discounted stock purchase options
  • Paid time off for holidays and family leave
  • Company-wide wellness days
  • Flexible work accommodations promoting work/life harmony
  • Career progression planning with dedicated development time
  • Access to Business Resource Groups for employee connection
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
  • 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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