Lead Specialist, Performance Managed Services

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.

About FactSet

FactSet creates flexible, open data and software solutions for over 180,000 investment professionals around the globe. We stay ahead of global market trends, power robust company and industry research, and provide comprehensive data with our market-leading solutions.

We believe today’s talent powers tomorrow’s innovations. As a globally inclusive community, we bring our whole selves to work, and encourage employees to join in, be heard, contribute, and grow. Our work environment fosters diversity, engagement, and productivity because we know that great ideas can come from anyone, at any time.

FactSet’s Managed Services Department Brief

Middle office teams amongst investment companies are stretched between day-to-day operation tasks and new requests for business development, with situation intensified by growing complexity of financial markets. Now more than ever, these teams are seeking ways to outsource the integration and maintenance for maximized operational efficiency. With FactSet’s Managed Services, built on the power of our cutting-edge, proprietary middle office solutions, customers can rely on our expertise to confidently navigate complex workflows, ensure data quality, and gain timely access to actionable information. Partnering with FactSet shifts the total cost of ownership over to FactSet, whilst giving clients focused resources on core business development functions.

Process Brief

What You’ll Do:

- 60% Speciality Services retention efforts focused on both client support work and other time and knowledge intensive projects. Pro-actively prioritizing of requests, issues and problems.
- Analyze and solve complex business issues related to clients’ investment portfolios, financial data, analytics, and workflows.
- 15% Actively participates and contributes to best-practices initiatives and product/workflow enhancements for Speciality Services
- 10% Work towards improving client health by monitoring usage, understanding account strategy, contributing to account planning and execution
- 10% Collaborating, mentoring, training, supporting, and acting as escalation for the RCS Customer Success or Managed Services Operations teams and other client teams at FactSet
- 5% Develop and maintain up-to-date knowledge of the finance industry, current market trends and economic factors in order to maintain a competitive edge, advance, and execute Speciality Services value-add strategies

What We’re Looking For:

- Bachelor’s degree required
- 5-7 years of relevant work experience required
- Solid experiences with performance measurement, total return calculation and performance attribution
- Proven experiences or understanding in Asset Management industry, strong understanding in financial products and instruments
- Technical skills such as Python, SQL, advanced Excel and relational databases
- Strong communication and interpersonal skills
- Ability to inspire confidence and maintain composure in stressful situations
- Manages time, resources, and priorities effectively

Our team recruits talented individuals around the world and offers a wide variety of benefits including:

- Challenging and dynamic environment
- Work in an enthusiastic team of talented co-workers
- Attractive remuneration with annual bonus opportunity, social benefits
- Financial centre office location and work environment
- Chance to enhance both business expertise and technical skills in a customer-centric organization
- Job training and learning opportunities
- Unique career opportunity for the local market to build a career in an innovative industry
- 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 atand fo