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
The primary function of this position is to perform various tasks related to the production & distribution of Portfolio & Benchmark performance, risk statistics, characteristics, & reporting. The individual will work under minimal supervision. Candidate will be a key resource in process improvement & building strong relationships with client and offshore teams, internal product, and engineering teams. Serves as a first level escalation point for client inquiries regarding the nature of investment products and their portfolios along with inquiries related risk numbers.The role requires growing expertise in the fixed income risk domain including a solid understanding of portfolio and security level risk modelling techniques, the sources of tracking error, and how the data quality of model inputs (example terms and conditions, pricing) can impact the quality of the analytics and risk model results.Ready to work in a hybrid model.
What You'll Do
60% Client and Process Management
- Proactive client engagement and end-to-end ownership of client workflows and data remediation
- Handle complex reconciliation tasks and manage client communications, including emails, RPDs, and issue trackers, while adhering to process timelines.
- Develop and maintain support documentation for automated workflows to ensure clarity and process consistency.
- Engage proactively with clients for process maintenance and troubleshooting, ensuring continuous client satisfaction.
20% Automation and Script Support
- Monitor automated critical client processes to ensure their smooth operation and effectiveness.
- Interpret and support scripts written in Windows batch, Perl, PowerShell, and VBScript.
- Utilize command-line tools (e.g., PGP, ZIP) and file transfer utilities (e.g., FTP, SFTP/SCP/SSH) to manage and troubleshoot automated processes.
20% Training and Floor Support
- Provide training and floor support to new hires on an ad-hoc basis to help integrate them into the team effectively.
- Extend support for new hire and team audits as needed to maintain high-quality standards.
- Provide immediate floor support for queries raised by team members, ensuring all internal queries are addressed and resolved promptly.
What We're Looking For
- Undergraduate or master's degree in Computer Science, Engineering, Information Systems, Finance, or a related field.
- A graduate degree and/or relevant certifications like CFA Level 1/FRM Level 2 are preferred.
- Internal candidates - At least 3 years of relevant work experience in Portfolio Services.
- Demonstrated strength in analytical and problem-solving skills.
- Excellent time and task management abilities.
- Strong organizational skills and interpersonal skills.
- Demonstrated knowledge of portfolio services workflows and research.
- Experience with and knowledge of Microsoft Excel; experience in logic/coding is an advantage.
- Good command of the English language, both written and oral.
What's In It For You
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a Fact Setter 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.
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.
Learn More About Our Benefits Here.
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.
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.
