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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.
The Implementation Specialist is a subject matter expert in FactSets products, tasked with deploying FactSets products by delivering on high-value projects and engagements. Implementation Specialists primary focus is on ensuring that FactSets 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
- Study client workflows and partner with Product Development and Engineering to enhance FactSets 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 FactSets Analytics tools
- Bachelors 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.