Assistant Manager, MS Ops

ABOUT FACTSET

FactSet (NYSE: FDS | NASDAQ: FDS) delivers cutting-edge analytics, world-class service, comprehensive content, and innovative technology to empower over 218,000 users to identify opportunities and act swiftly. Committed to providing investment professionals with a competitive edge, FactSet offers fresh perspectives, actionable insights, and unparalleled support from its dedicated specialists.

Founded in 1978, FactSet operates from 34 offices across 19 countries, employing over 12,200 people globally. With annual revenues exceeding $2.09 billion, FactSet is headquartered in Norwalk, Connecticut.

VALUES THAT DEFINE OUR CULTURE

We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe. Our inclusive work environment maximizes our diversity values, engagement, productivity, and ultimately makes FactSet a fun place to work.

PROCESS BRIEF

Our clients are increasingly seeking ways to optimize the integration and maintenance of their workflows to free up time, reduce operational costs, and minimize personnel risk. FactSet's Managed Services, leveraging our middle office solutions, allow users to navigate complex workflows, ensure data quality, and access actionable information faster.

FactSet's Performance Managed Services allow our clients to prioritize analysis over data and system upkeep. Our acclaimed Performance Solution assists with scaling operations, managing data ingestion, account configurations, portfolio and security-level validation, and performance and attribution calculation.

FactSet's Risk Managed Services allow clients to determine and adopt risk best practices ranging from advanced data modeling techniques to results interpretation to risk mitigation steps. Our top-tier Risk Analytics equip clients with tools to understand risk drivers and changes.

JOB RESPONSIBILITIES

• Talent Development: Possess expertise or a comprehensive understanding of processes, products, and/or the business to facilitate communication between functional teams, share knowledge, and promote a collaborative approach. Focus on talent retention, effective backup planning, and managing team staffing within respective sub-functions. Maintain team engagement and provide constructive feedback to direct reports and team members to achieve common objectives.
• Independently develop and report on operational performance metrics and KPIs. Utilize analytical tools and quantitative methods such as trend analysis, forecasting, and optimization to enhance business function performance.
• Manage workforce efficiently, including capacity planning, leave management, BCP management, time tracking, and KPI monitoring of the teams.
• Apply knowledge of different asset class valuations, pricing, and terms and conditions regularly. Additionally, understand the modeling of private assets or OTC instruments.
• Have hands-on experience with Performance & Attribution calculations and assist in analyzing reports for institutional clients and investment managers globally across multiple asset classes.
• Perform portfolio analysis to explain return attribution and characteristics.
• Conduct deep dives into portfolio analytics for client portfolios, perform stress testing, custom scenario analysis, calculate VaR at both security and portfolio levels, etc.
• Ensure client requirements are comprehended during account onboarding and that internal systems and SOPs are updated to provide ongoing support during BAU.
• Exhibit detailed knowledge of various tools, utilities, and processes used by the team to execute and manage quality assurance processes.
• Implement Performance Improvement Plans (PIP) when necessary.

Eligibility Criteria Skills Required

• Preferred: Post-graduate degree(s) and/or certifications like CFA/FRM would be an added advantage.
• 5-8 years of experience with multi-asset classes, performance, attribution, and risk.
• 2-3 years experience managing large or global teams.
• Experience with follow the sun model for global client support.
• Ability to work in a hybrid setup with more RTO than WFH.
• Capable of working independently and collaboratively.

Company Culture and Benefits: At our organization, we foster a collaborative and inclusive culture that encourages growth and innovation. We offer competitive benefits and provide ample opportunities for professional development, paving the way for exciting career advancement within the Financial-Technology industry.

Diversity 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.

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