Job
Description
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 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. 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 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 modeling 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. What You'll Do Conduct independent research to resolve issues in quantitative and qualitative scope for the major asset classes on different markets (exchange-traded or OTC). Understanding and applying knowledge of different asset classes valuation, pricing, and terms and conditions regularly. Also, understand the modeling of private assets or OTC instruments. Prepare performance analysis reports for institutional clients and investment managers globally across multiple asset classes. Perform analysis of the portfolios to explain the portfolios’ return attribution and characteristics. Deep dive into portfolio analytics for client portfolios, run stress testing, custom scenario analysis, calculate VaR at security and portfolio level, etc. Perform ad hoc analysis when given specific requirements and market conditions. Respond to basic, specific requests for risk statistics information. Respond to requests for data quality from internal stakeholders or clients. Understand and monitor critical client workflows, ensuring the clients daily deliverables are met. Basic working knowledge of Python and SQL. Team player who must show the willingness to work with global teams across time zones. Eligibility Criteria Bachelor's Degree + MBA (Finance) with 1-3 years of experience in the financial services industry. Working towards CFA/FRM certification will be an added advantage. Strong understanding of equities, fixed income, and derivatives products. Articulate communicator, with excellent language skills – both oral and written. Exceptional analytical and problem-solving ability. Ready to work in a hybrid model 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 . 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 LinkedIn . Ex US: At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law 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. Returning from a break? We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. 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.
