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 (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. PROCESS BRIEF Portfolio Services is an integrated suite of client services that ensures consistent, accurate and timely nightly processing of portfolio and security level returns and analytics. The Portfolio Services Reconciliation Team conducts daily analytics research on client portfolios. We address security analytics issues. The team closely supports and coordinates with other Portfolio Services stakeholders to ensure clients’ analytics data are quality assured in real-time, and to address questionable inputs or settings in their holdings. JOB RESPONSIBILITIES Report to and coordinate with Assistant Manager/Manager Operations and collaborate closely with portfolio services stakeholders to manage all analytics work of direct reports Provide direction and perspective to direct reports to attain team goals and deliverables Demonstrate knowledge of equity and fixed income terms and analytics at a conceptual and application level Set and manage team workload and accountabilities to maximize team productivity and output Implement performance metrics to capture specialist’s performance and contributions to overall team success Mentor and recognize top performers. Implement action plans for team and individual performance improvement Report to and consult team mentor/leader/manager for all work-related questions and concerns Work with little instruction on day-to-day work, and achieve results when presented with only general instructions on new assignments Conduct periodic Performance Appraisals to facilitate performance management Responsible for managing leave requests to respect Business volumes & priorities Liaise with all other support functions to ensure smooth operations and minimum interruptions for the working team Maintaining discipline during the shifts and ensuring that no inappropriate activities are pursued by any associate while in office Responsible to maintain confidentiality of information dealt with Manages day to day team workload and build an effective capacity planning with appropriate shift & work week rosters PREREQUISITES (Eligibility criteria – Skills required) Solid foundation in Finance, supported by a university degree in Business Management, Business Administration, Financial Management, Mathematical Finance or a related field. Post Graduate degree and/or certifications preferred Demonstrated strength in analytical and problem-solving skills Demonstrated effective coaching skills Demonstrated strength in analytical and problem-solving skills Strong Finance knowledge. Experience with and knowledge of Microsoft Excel, logic/coding an advantage. Ability to work in hybrid setup. Track record in effectively managing individuals and teams with minimum of eight direct reports. Experience in and/or willingness to manage different work shifts, including being assigned to Tuesday-Saturday work schedule. Strong organizational and interpersonal skills Demonstrated ability to work independently and collaboratively Good command of the English language – written and oral Total work experience should be 18-24 months 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.
