Finance Onboarding Implementation Analyst (Hybrid)

FactSet; Town of Vernon (NY); Hybrid; USD 96,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Stock Purchase Program

Paid time off

Wellness days

Flexible work accommodations

Job summary

FactSet is seeking a detail-oriented professional to manage onboarding projects for hedge funds and asset managers, coordinating with brokers to execute trades and configure trader environments. This hybrid role blends onsite and remote work capabilities, supporting clients and teams across the investment industry.

You will engage clients to understand objectives, work with cross-functional teams to meet business needs, and ensure timely project delivery while upholding data-driven insights.

Qualifications

• Bachelor's degree or equivalent required.
• 2-3 years of experience in a relevant role.
• Excellent analytical thinking, problem-solving skills, and ability to manage multiple projects and client expectations.
• Exceptional communication and relationship-building abilities.
• Technical aptitude and enthusiasm for learning new technologies.
• Great interest and understanding of financial markets and the investment process.
• Ability to work in a team setting and meet strict deadlines.
• Highly analytical and passionate about problem-solving; apply to join our data-driven team.

Responsibilities

• Efficiently manage onboarding projects for hedge funds and asset managers to successful completion.
• Engage with clients to uncover their trading objectives.
• Collaborate with cross-functional teams to understand and meet business needs and requirements.
• Communicate with external brokers to facilitate trade execution.
• Configure trader accounts, environments, and trade routes.

Skills

Analytical thinking

Problem-solving

Project management

Communication

Team collaboration

Learning new tech

Financial markets knowledge

Deadline driven

Technical aptitude

Education

Bachelor's degree or equivalent

Tools

SQL

Java

Python

FIX protocol

Job description

FactSet is seeking a detail-oriented professional to manage onboarding projects for hedge funds and asset managers, coordinating with brokers to execute trades and configure trader environments. This hybrid role blends onsite and remote work capabilities, supporting clients and teams across the investment industry.

You will engage clients to understand objectives, work with cross-functional teams to meet business needs, and ensure timely project delivery while upholding data-driven insights.