Implementation Specialist

FactSet; Los Angeles (CA); Hybrid; USD 92,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Employee stock purchase program

Paid holidays and family leave

Wellness days

Job summary

FactSet is seeking an Implementation Specialist to deploy our analytics products for investment professionals. You will manage data integration, configure modules, build end-user reports, and train clients while ensuring high-quality project delivery.

The role requires at least 2 years with FactSet Analytics tools, a strong technical background, and willingness to travel. Hybrid work across multiple U.S. locations is expected.

Qualifications

• At least 2 years of experience with FactSet’s Analytics tools.
• Strong technical background with ability to implement complex screening logic.
• Knowledge of how clients use FactSet Analytics and Performance Solutions.

Responsibilities

• Produce client-facing communication with the implementation project manager.
• Build and manage implementation scope and effort estimates.
• Provide product guidance on solutioning processes based on customer needs.
• Create user workflow specifications and report specs; guide technical staff on client requirements.
• Develop understanding of the Analytics suite and its technical aspects.
• Implement new deployments and enhance existing ones to improve user experience and sales opportunities.
• Communicate with sophisticated users about investment principles and applications.
• Identify growth opportunities by mapping client structures during implementation.
• Share trends and areas for improvement with Product Development and Engineering.
• Train users and support training program development.
• Facilitate transition from implementation to support.

Skills

FactSet Analytics tools

Strong technical background

Complex screening codes

Willingness to travel

Education

CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred

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