Senior Implementation Specialist

Your Team's Impact

Clients look to FactSet Implementation Services to deliver solutions that meet their business requirements. Our clients see Implementation Services personnel as key partners to support complex changes across their organizations, enterprise deployments of FactSet solutions, organizational restructures, and process improvement. As we increase the breadth of our product mix, the strength and agility of our Implementation Services team will become even more instrumental to the success of FactSet’s Institutional Buy Side Business Unit.

The EMEA Institutional Buy Side (IBS) Middle Office Implementation Specialist is a subject matter expert in FactSet’s Core Analytics and Performance solutions, tasked with deploying FactSet’s products by delivering on high-value projects and engagements. The 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 things like ensuring data integration and quality, configuring solutions within FactSet, building end user reports and interfaces, training our clients, and supporting users during the implementation process to ensure best practises are adopted. All work done by Implementation Specialists is project-based and may include implementations, solutions optimization, and other time and knowledge intensive projects.

What You'll Do:

• ·Work directly with existing and new clients to implement and configure FactSet’s Core Analytics and Performance products, creating scalable and supportable solutions.
• Continuously build specialist knowledge of FactSet’s Analytics and Performance solutions across the Portfolio Life Cycle. Maintain a strong understanding of client types (e.g. Institutional Asset Management, Wealth Management etc.), user workflows and solution enhancements so to guide users to best practices.
• Partner with Project Management, Client Data Integration, Sales, and Client Services & Support teams to deliver and transition projects efficiently and effectively.
• Ensure adherence to Statements of Work, clarifying ambiguous requirements, and maintaining best practice standards
• Escalate project issues/risks to Project Managers and Implementation Services leadership team in a timely fashion
• Document client projects and processes, creating procedures and guidelines to share with BAU teams
• Drive knowledge transfer by sharing lessons learned, best practices, and innovations across Implementation, Product, Sales, and Client Services & Support teams
• Deliver measurable improvement in implementation processes by optimizing project workflows, introducing efficiencies (including AI-driven solutions), and clearly documenting improvements.

What We’re Looking For:

• Bachelor’s degree in Finance, Economics, Mathematics or relevant subject. CFA qualification desirable
• 5+ years of professional experience in the field of Finance or FinTech, within a client facing role. Exposure to Middle Office and Performance workflows is required. Experience working specifically with Wealth Management clients is desired.
• Experience using and implementing FactSet Institutional Buy Side Products (specifically FactSet Performance System) or other vendor Attribution and Performance systems.
• Ability to effectively communicate with FactSet’s most sophisticated users via a strong understanding of investment principles and their application in the industry
• Keen interest and track record of using AI to improve implementation efficiency
• Strong interpersonal and communication skills for working with diverse project teams and stakeholders.
• Strong organizational and presentation skills
• Strong time management skills with the ability to manage multiple projects in parallel.
• Strong problem solving/analytical skills.
• Strong knowledge of Microsoft Office with Excel skills
• Willingness to learn new trends and remain aware of industry changes

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:

• Contributing to a firm with over 40 years of consecutive growth, named a 2023 Best Place to Work by Glassdoor and led by a top-rated CEO Talent Champion.
• 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 companywide 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, sustainability, and inclusivity, where collaboration is always encouraged, and individuality drives solutions.
• Career progression plans with dedicated time each month for learning and development.
• Employee-led Business Resource Groups that align with our DE&I strategy and are wholly supported by Executive Management.

Learn more about our benefits here.

Returning from a break?

We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

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.