Implementation Specialist

Jobtailor

California (MO)

On-site

USD 110,000 - 150,000

Full time

14 days+

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Job summary

Jobtailor is seeking a skilled implementation professional to deploy FactSet products, configure modules, train clients, and build end-user reports. You will coordinate with project managers and drive data integration quality across engagements.

Ideal candidates have 2+ years with FactSet Analytics, strong technical skills, and are comfortable traveling. CFA/CIPM/CAPM/FRM/MBA certifications are preferred. This role requires US work authorization.

Qualifications

At least 2 years with FactSet Analytics tools.
Strong technical background with client-facing experience.
Proven ability to write complex screening codes.
Knowledge of how clients use FactSet Analytics and Performance Solutions.
Willingness to travel and US work authorization.
Certifications CFA, CIPM, CAPM, FRM, MBA preferred.

Responsibilities

Deploy FactSet products on high-value projects and engagements.
Train clients and support users during implementation.
Build end-user reports and interfaces; provide guidance.
Mentor junior team members on engagements and projects.
Develop understanding of the Analytics suite and support enhancements.

Skills

FactSet Analytics Tools

Complex screening codes

Client training & support

Project management

Data integration

Education

CFA

CIPM

CAPM

FRM

MBA

Tools

Module Configuration

Report Building

Workflow Design

Technical Guidance

Implementation Enhancement

Client Engagement

Job description

Deploy FactSet products through high-value projects and engagements
Ensure clients are properly set up to maximize value from FactSet subscriptions
Ensure data integration and quality
Configure modules within FactSet
Build end-user reports and interfaces
Train clients and support users during implementation
Produce client-facing communication in coordination with the implementation project manager
Build and manage implementation scope and effort estimates
Provide product, functional, and technical guidance based on customer needs
Create user workflow and custom report specifications
Establish priority and direction for technical integration staff on client requirements
Develop comprehensive understanding of the technical aspects of the Analytics suite
Implement new and enhance existing deployments
Communicate with sophisticated users using investment principles and industry applications
Identify growth strategies and additional opportunities during implementation
Share emerging trends, successes, and improvement areas
Study client workflows and partner with Product Development and Engineering to enhance products
Provide user training and support development of training programs
Facilitate transition from implementation to support
Mentor junior team members on larger and more complex engagements

Requirements

At least 2 years of experience working with FactSet’s Analytics tools
Strong technical background
Proven technical proficiency, particularly in writing complex screening codes
Understanding of how clients use FactSet Analytics and Performance Solutions products
CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred
Extremely detail-oriented with the ability to see the big picture
Enthusiastic with a keen sense of initiative and a desire to take ownership
Willingness to travel
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Core Competencies

Demonstrates expertise in deploying FactSet products and ensuring data integration and quality, while providing technical guidance and user training. Capable of managing implementation projects and mentoring team members to enhance client engagement and satisfaction.

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