Senior Analytics Specialist - Performance, Fixed Income, Risk

Factset Research Systems Inc.; São Paulo; Presencial; BRL 120.000 - 180.000; Tempo integral

Resumo da oferta

A leading financial data provider in São Paulo is seeking a Senior Analytics Specialist to support client analytics and enhance user experiences with their platform. The ideal candidate has a Bachelor's degree in Finance or Economics and at least 2 years of relevant experience. Proficiency in MS Excel and basic SQL is required, along with strong analytical skills. Join a top-tier company that prioritizes innovation and client satisfaction, while offering a dynamic working environment and opportunities for growth.

Serviços

Health and life insurance

Retirement savings plan

Flexible work accommodations

Career progression planning

Qualificações

• 2+ years of professional experience in capital markets or portfolio management.
• Experience with financial analytics or client support in a financial setting.
• Strong analytical and critical thinking abilities.

Responsabilidades

• Support clients in leveraging FactSet solutions effectively.
• Collaborate with cross-functional teams to optimize solution delivery.
• Analyze client investment portfolios and provide actionable insights.

Conhecimentos

MS Excel proficiency

Fluency in English

Basic SQL experience

Formação académica

Bachelor's degree in Finance, Economics, or related discipline

Ferramentas

SQL

Python

Descrição da oferta de emprego

Senior Analytics Specialist - Performance, Fixed Income, Risk

Locations: São Paulo, BR | Time type: Full time | Posted Today

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 and mission focus on serving clients, fostering curiosity, and delivering excellence.

Client and Managed Services team building in São Paulo. Seeking passionate individuals eager to work collaboratively to drive innovation and excellence in Managed Services. As part of growing team, you have the chance to shape future of operations in São Paulo, enhance client experiences, and play a key role in building strategic presence.

Our Client and Managed Services team provides essential middle office support, leveraging advanced technologies to enhance operational efficiency and data quality for clients.

As part of this team, your role will help connect investment professionals in the Asset & Wealth Management industry with FactSet's platform, utilizing finance and technical knowledge to facilitate client research and analysis processes. You will become an expert in the FactSet Core Analytics product suite (Performance, Fixed Income, or Risk Analytics), collaborating with diverse stakeholders such as client representatives, sales, product specialists, and engineers.

What You’ll Do

You will be a key point of support for our clients, helping them make the most of FactSet solutions, while developing strong working relationships with clients of varying backgrounds. You will learn about our clients' business needs and provide advice, guidance, and training as appropriate. The main goal is to deliver accurate and reliable performance, risk, and fixed‑income analytics, ensuring each step of the calculation workflow – from data input to result delivery – is handled effectively.

Responsibilities

• Stay informed about asset management trends, industry principles, and best practices to support strategic solution development.
• Collaborate with internal cross‑functional teams (Consulting, Sales, Product, Engineering, and Strategy) and client stakeholders to implement, optimize, and support managed services and solution projects.
• Analyze complex business challenges related to client investment portfolios, financial data, and workflows, providing actionable insights and intricate analyses (e.g., performance attribution, risk calculations).
• Gather and understand client requirements to resolve specific business issues and deliver tailored solutions.
• Support and execute client production processes, including data investigations, software testing, validation of calculation logic, and operational workflows.
• Serve as a knowledgeable resource for both clients and internal teams, offering timely client support, product training, and system customization.
• Prepare and present Proof of Concepts (POCs), while clearly communicating about product features and project status.
• Assist in quality assurance, enrich internal documentation, and contribute to ongoing product improvement initiatives.
• Develop and apply technical skills (e.g., SQL, VBA, Python) relevant to project needs.
• Participate in various project work, including implementation, managed services, consulting, and process changes, to drive successful outcomes for clients.

Required Skills

• Bachelor's degree (or equivalent experience) in Finance, Economics, or a related discipline.
• 2+ years of professional experience in a relevant field (such as capital markets, portfolio management, or financial instruments).
• Proficiency in MS Excel, including use of formulas, pivot tables, functions, and data visualization.
• Basic experience with SQL queries and database structures.
• Fluency in English, both written and verbal.

Desired Skills

• Professional background in Asset Management, including experience with Performance Measurement & Attribution, Risk Management, Business Intelligence, Quantitative Solutions, or Reporting.
• Knowledge of financial instrument pricing, including derivatives (Options, Futures, Swaps).
• Technical skills with software applications; proficiency in Python and / or database management is a plus.
• Interest or experience in working with software, data, and analytics.
• Customer‑oriented mindset.
• Strong analytical, critical thinking abilities, and interpersonal skills with a commitment to fostering a supportive team environment.
• CFA, CIPM, FRM certification or progress toward such credentials.

Benefits

• Opportunity to join an S&p 500 company with over 45 years of sustainable growth powered by entrepreneurial spirit.
• Support for your total well‑being (health, life, and disability insurance, retirement savings plan, discounted employee stock purchase program, paid time off for holidays, family leave, company‑wide wellness days).
• Flexible work accommodations.
• 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.
• Open to all employees that serve as a catalyst for connection, growth, and belonging.

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 by Glassdoor as a Glassdoor Employees’ Choice Award winner.

At FactSet, we celebrate difference of thought, experience, and perspective.

Qualified applicants will be considered for employment without regard to characteristics protected by law.