Associate Implementation Specialist, Pricing and Reference Data

Tech Sales Jobs; Chicago (IL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

401K matching

3 weeks paid time off first year

Medical, dental, and vision coverage

CFA/CIPM/CAIA/FRM exam reimbursements

Job summary

FactSet seeks an Associate Implementation Specialist in Pricing and Reference Data to join our Data Solutions team. You will work on delivery of PRD data platforms, design client-tailored solutions, and support cross-functional collaboration across sales, product, and engineering.

You will gather client requirements, transform data, and contribute to pre-sales activities while helping shape product direction and ensuring successful implementations for a diverse client base.

Qualifications

• University degree in Data, Business, Technology or other related field.
• A minimum of 1 year of pricing and reference data experience.
• Knowledge of financial products and instruments.
• Data management and Query Language experience.
• Good understanding of how to navigate through functions and code arguments in Excel.
• Strong organizational skills to manage multiple projects and identify economies of scale.
• Effective communication and interpersonal skills to collaborate with diverse teams.
• Ability to cultivate collaborative and productive relationships.
• Adaptability and capability to manage multiple priorities.
• Ability to analyze, validate, and interpret large and complex datasets.
• Ability to troubleshoot data issues, reconcile mismatches, or resolve feed integration issues.

Responsibilities

• Gathering client requirements, preparing proof of concept files, data transformation and filtering, process design, implementation, testing & troubleshooting, and pre-sales client communication.
• Liaising with the pre-sales coverage check team to facilitate the delivery of initial sample files.
• Working alongside sales, product, engineering, consulting teams and other internal teams throughout the implementation process.
• Develop and share knowledge on PRD content (e.g., instrument identifiers, symbol cross reference, entity reference, prices, terms and conditions, corporate actions and derived analytics).
• Involvement in product development (working with agile teams, improving existing & new products) to help shape the future of FactSet’s PRD offering.
• Client relationship management.
• Day to day client engagement.
• Standardization of client specific tasks.
• Streamlining data workflows & pipes.
• External and internal training and education.
• Debriefing of complex situations.

Skills

Pricing data experience

Data management

Excel proficiency

Communication skills

Multi-project management

Cross-functional collaboration

Problem solving

Data analysis

Education

University degree in Data, Business, Technology or related field

Tools

SQL

FQL

Python

Excel

Job description

Associate Implementation Specialist, Pricing and Reference Data

Location: United States, Boston, One Beacon Street, Chicago, IL, USA, United States, Lakewood, 165 South Union Blvd, New York, NY, USA

Time Type: Full time

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.

Your Team's Impact

We areseekinga highly skilled and motivated individual to join our Data Solutions group asaPricing and Reference Data(PRD) AssociateImplementation Specialist.

The Data Solutions groupis responsible forthe growth of FactSet’sDataFeed(off-platform) products and solutions. Our aim is to consult & organize our client’s data consumption processes with FactSet proprietary and industry standard delivery solutions.

Pricing and Reference Data is foundational data used toidentify,describeand value financial instruments, such as stocks, bonds, derivatives, and currencies.PRD isrequiredfor workflows across the entire investment process, including trade execution, portfolio management, risk management, compliance, investmentaccountingand reporting.There is a tremendous market for this area of focus, including expanding into new clients, as well as competitor replacements.

You will gain exposure toa wide range ofData Solutions products; includingFactSet proprietary technologies (e.g.User Configurable Feeds),Cloud and Managed Services (Snowflake, AWS, Azure), StandardDataFeeds(SQL Databases), FactSet proprietary content,Prices, Partner and exchange dataandFactSet Content APIsas well aslearningto design custom solutions tailored to each client using a combination of products.

What You'll Do

• Gathering client requirements, preparingproof of conceptfiles, data transformation and filtering, process design, implementation, testing & troubleshooting, and pre-sales client communication.


• Liaising with the pre-salescoverage check team tofacilitatethe delivery ofinitialsample files


• Working alongside with our sales, product, engineering, consultingteamsand other internal teams throughout the implementation process.


• Developand shareknowledgeon PRD content(e.g.instrument identifiers, symbol cross reference, entity reference, prices, terms and conditions, corporateactionsand derived analytics)


• Involvement in product development (working with agile teams, improving existing & new products)to help shape the future of FactSet’s PRD offering


• Client relationship management


• Day to day client engagement


• Standardization of client specific tasks


• Streamlining data workflows & pipes


• External and internal trainingand education


• Debriefing of complex situations

What We're Looking For

Required Skills

• University degree in Data, Business, Technology orotherrelated field


• A minimum of 1 year of pricing and reference data experience


• Knowledge of financial products and instruments


• Data management and Query Language experience


• Good understanding of how to navigate through functionsand code argumentsin Excel


• Strong organizational skills to manage multiple projectsandidentifyeconomies of scale


• Effective communication and interpersonal skills to collaborate with diverse teams


• Ability to cultivate collaborative and productive relationships


• Adaptability and capability to manage multiple priorities


• Ability toanalyze,validate, and interpret large and complex datasets.


• Ability to troubleshoot data issues, reconcile mismatches, or resolve feed integration issues.

Desired skills

• Good understanding of financial data and different security types (stocks, fixed-income securities, derivatives, FX, commodities)


• Datamodellingexperience e.g., SQL, Python


• Experiences with FQL and Screening syntax


• Participation in the CFA Program or technology focused certification programs (e.g., AWS Cloud Practitioner, Snowflake Certifications, Power BI)

Why Life is Better as a FactSetter

• Secure your future with our discounted employee stock purchase program and 401K matching


• 3 weeks paid time off your first year of employment


• No or low-cost medical, dental and vision care


• Reimbursement for eligible expenses related to the CFA, CIPM, CAIA and FRM exams


• Wellness programs including gym discounts and more


• 16 weeks paid parental leave for the primary caregiver (4 weeks for secondary)


• Employee referral bonuses

What's In ItForYou

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being aFactSettermeans:

• Contributing to a firm with over 40 years of consecutive growth, named a2023 Best Place to Workby Glassdoor and led by a top-ratedCEO Talent Champion.


• 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, and family leave.


• 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 tovolunteerism,sustainability, andinclusivity, where collaboration is always encouraged, and individuality drives solutions.


• Career progression plans with dedicated time each month for learning and development.


• Employee-ledBusiness Resource Groupsthat align with our DE&I strategy and arewholly supportedby Executive Management.

Learn more about our benefitshere.
The budgeted salary range for this position in the states of Colorado and New York is $80,000-$100,000.

Please Note: the budgeted salary range may differ in other locations.

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 race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify