Implementation Specialist

FactSet; Charlotte (NC); Hybrid; USD 92,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Retirement savings

Employee stock purchase program

Paid time off

Family leave

Wellness days

Job summary

FactSet's Implementation Specialist is a subject matter expert tasked with deploying FactSet's products on high-value projects. You will ensure data integration, configure modules, build end-user reports, train clients, and support users through the implementation process.

This hybrid role requires deep knowledge of FactSet Analytics tools and strong technical skills to guide clients and optimize deployments across multiple locations, with travel as needed.

Qualifications

• 2+ years of experience with FactSet Analytics tools.
• Strong technical background with data and software solutions.
• Proven ability to write complex screening code.
• Understanding of how clients use FactSet Analytics products.
• CFA/CIPM/CAPM/FRM/MBA or similar certifications preferred.
• Extremely detail-oriented with big-picture thinking.
• Enthusiastic with initiative and ownership.
• Willingness to travel as required.

Responsibilities

• Produce client-facing communication with project manager.
• Build and manage implementation scope and estimates.
• Provide product guidance for process solutioning.
• Create workflow specs and custom report specs for clients.
• Develop understanding of the Analytics suite's technical aspects.
• Implement new deployments and enhance existing ones.
• Communicate with sophisticated users about investment concepts.
• Identify growth opportunities during implementation.
• Share trends and areas for improvement.
• Study client workflows with Product Development and Engineering.
• Provide user training and support training programs.
• Facilitate transition from implementation to support.

Skills

FactSet Analytics tools experience

Strong technical background

Complex screening code writing

Understanding analytics usage by users

Industry certifications preferred

Detail-oriented

Initiative and ownership

Willingness to travel

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.

The Implementation Specialist is a subject matter expert in FactSet's products, tasked with deploying FactSet's products by delivering on high-value projects and engagements. Implementation Specialist's primary focus is on ensuring that FactSet's clients are properly set up to get the most value out of their FactSet subscriptions. They are responsible for ensuring data integration and quality, configuring modules within FactSet, building end-user reports and interfaces, training our clients, and supporting users during the implementation process.

All work done by Implementation Specialists is project-based and may include implementations, solutions optimization, and other time and knowledge-intensive projects. Implementation Specialists may be utilized on larger and more complex engagements and may serve as mentors for more junior members of the team.

Responsibilities

• Produce client-facing communication in coordination with the implementation project manager
• Build and manage implementation scope and effort estimates.
• Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
• Create user workflow specifications, custom report specifications, establish priority and direction to technical integration staff on client requirements
• Develop a comprehensive understanding of the technical aspects of the Analytics suite
• Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities
• Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry
• Identify growth strategies by outlining client organizational structures and uncovering additional opportunities during the implementation process
• Share emerging trends, what is working well, and areas for improvement
• Study client workflows and partner with Product Development and Engineering to enhance FactSet's products
• Provide user training and support the development of training programs
• Facilitate the transition from the implementation phase to support

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

Locations:

Austin, TX, Boston, MA, New York, NY, Norwalk, CT, Chicago, IL, San Francisco, CA, Los Angeles and Toronto CAD

Working Environment:

Hybrid

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

What's In It For You

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

Being a FactSetter Means

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
• 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, family leave, and company-wide wellness days.
• 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 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.
• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

Learn More About Our Benefits Here .

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

The budgeted salary range for this position in the state of California, Connecticut, and New York is $92,000-$100,000.

The budgeted amount range for this position in Toronto is $92000 -$100,000 CAD

Please note: the salary range may differ in other locations or countries

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 atwww.factset.comand follow us onXandLinkedIn.

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