FactSet

Senior Implementation Specialist

FactSet$92K — $110K *
US-Anywhere
+ 7 other locationsRemote
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of experience with FactSet's Analytics tools
  • Strong technical background and proficiency in complex screening codes
  • Familiarity with client usage of FactSet Analytics and Performance Solutions products
  • Preferred industry certifications (CFA, CIPM, CAPM, FRM, MBA)
  • Detail-oriented mindset with broad awareness
  • Enthusiastic, proactive, and ownership-driven approach
  • Willingness to travel as needed

Responsibilities

  • Produce client-oriented communications in collaboration with the project manager
  • Build and manage implementation scopes and effort estimates
  • Provide functional and technical guidance for client needs
  • Create user and report specifications, guiding technical staff accordingly
  • Develop a comprehensive understanding of the Analytics suite
  • Implement and enhance deployments for improved user experiences
  • Communicate effectively with sophisticated users, applying investment principles
  • Identify growth strategies by analyzing client structures and uncovering opportunities
  • Share insights on industry trends and areas for improvement
  • Analyze client workflows and partner with product development to enhance offerings
  • Provide user training and support training program development
  • Facilitate the transition from implementation to support

Benefits

  • Employment at an S&P 500 company with over 45 years of sustainable growth
  • Comprehensive health, life, and disability insurance along with retirement plans
  • Flexible work arrangements promoting work/life harmony
  • A culture emphasizing volunteerism and sustainability
  • Career development opportunities with dedicated learning time each month
  • An inclusive community fostering connection, growth, and belonging
Full Job Description

Your Team's Impact

The Senior 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. Senior 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 Senior Implementation Specialists is project-based and may include implementations, solutions optimization, and other time and knowledge-intensive projects.  Senior Implementation Specialists may be utilized on larger and more complex engagements and may serve as mentors for more junior members of the team.

What You'll Do

  • 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

What We're Looking For

Required Skills 

  • At least 4 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

Job location:  Boston, Chicago, Los Angeles, New York, Norwalk, San Francisco, 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.

  • open to all employees that serve as a catalyst for connection, growth, and belonging.

Learn more about our benefits .

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 range for this position in New York City, Connecticut, and California is $92,000-$110,000.

The budgeted range for this position in Toronto is $92,000- $110,000 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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