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Factset

Senior Performance Solutions Specialist (Middle Office - Performance Workflows)

Posted Yesterday
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In-Office
4 Locations
Expert/Leader
In-Office
4 Locations
Expert/Leader
The Performance Solutions Specialist drives sales pipeline for FactSet Performance Solutions to prospective clients, conducting assessments, demonstrations, and building client relationships.
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FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.  

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.  

Your Team's Impact:

EMEA Institutional Buy Side (IBS) Middle Office Solutions team are seeking a Performance Specialist to focus on generating and converting sales pipeline for FactSet Performance Solutions across International Buy Side & Wealth clients in the EMEA region. The Performance Specialist is responsible for driving the assessment and qualification of Performance products and services to prospective buyers and will work alongside the existing IBS Specialist Teams. This also includes the provision of sales support via demonstrations, pilots, proofs of concept, discussions and coordination of activities with FactSet’s sales staff and leadership.

What You’ll Do:

  • Maintain a thorough understanding of the performance market, and how competitive landscape affect the market.

  • Understand client types and user workflows with the goal of identifying areas of potential growth, and then execute on those opportunities through client engagement and commercial discussions. 

  • Design tailored product demonstrations to highlight value add of our performance solution to meet specific investment management needs.

  • Partner with multiple stakeholders such as generalist sales team, analytics specialists, sales engineering and consultants to run sales engagements including pricing of contracts & coordination with professional services, implementation, etc.

  • Contribute innovative ideas that anticipate and address client needs

  • Seek out additional ways to make an impact such as mentoring others, involvement in training, running campaigns and proactively engage with product strategy and development for new ideas, bugs as well as product improvements.

  • Report the current state of opportunities to senior management on a regular basis

  • Build & expand strong relationships across an international network of individuals at varying levels of the organization, including Product Development, Implementation, etc. as well as outside amongst clients and prospects.

What We're Looking For:

  • At least 10 years experience in a sales and/or client facing role with a strong record and good understanding of customer needs and building effective relationships.

  • Self-starter with a proven ability to excel in a collaborative team environment.

  • Interpersonal skills along with verbal and written communication skills required to build relationships and interface with key stakeholders at all levels of the business

  • Strong organizational and presentation skills.

  • Strong time management skills including the ability to manage multiple projects in parallel.

  • Strong problem solving/analytical skills.

  • Willingness to learn new trends and aware of industry changes

  • Willingness to travel

  • Degree in Finance, Economics, Mathematics or a related field; CFA qualifications desirable

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. 

Company Overview: 

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. 

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law. 

Top Skills

Client Engagement
Financial Data Analysis
Performance Solutions
Product Demonstration
Relationship Management
Sales

Factset London, England Office

One Snowden Street, , London, United Kingdom, EC2A 2DQ,

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