Implementation Specialist – Core Analytics, Risk

Jobtailor; California (MO); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Jobtailor seeks a client-focused analytics solutions professional to work with the Implementation Project Manager, shaping scope and estimates while guiding solutioning for customers using FactSet Analytics.

You will develop user workflows, create custom report specifications, train users, and collaborate with Product Development and Engineering to expand deployments, driving growth opportunities.

Qualifications

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

Responsibilities

• Produce client-facing communications in coordination with the implementation project manager.
• Build and manage implementation scope and effort estimates.
• Provide product and technical guidance on solutioning processes based on customer needs.
• Create user workflow specifications 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 to improve user experience and enable sales opportunities.
• Communicate with sophisticated users using investment principles and their industry applications.
• Identify growth strategies by outlining client organizational structures and uncovering additional opportunities.
• Study client workflows and partner with Product Development and Engineering to enhance FactSet products.
• Provide user training and support development of training programs.
• Facilitate transition from implementation to support.

Skills

FactSet Analytics Tools Experience

Technical Proficiency

Complex Screening Code Writing

Client-Facing Communication

Education

CFA

CIPM

CAPM

FRM

MBA

Job description

• Produce client-facing communication in coordination with the implementation project manager
• Build and manage implementation scope and effort estimates
• Provide product and technical guidance on solutioning processes based on customer needs
• Create user workflow specifications 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 to improve user experience and enable sales opportunities
• Communicate with sophisticated users using investment principles and their industry applications
• Identify growth strategies by outlining client organizational structures and uncovering additional opportunities
• Study client workflows and partner with Product Development and Engineering to enhance FactSet products
• Provide user training and support development of training programs
• Facilitate transition from implementation 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
• 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
• CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred

Core Competencies

Demonstrates expertise in FactSet's Analytics tools and a strong technical background, with the ability to produce client-facing communications and provide product guidance. Capable of developing user workflows and training programs while identifying growth strategies based on client needs.

Highest-signal resume keywords

• FactSet Analytics Tools Experience
• Technical Proficiency in Screening Codes
• User Workflow Specification Development
• Client Communication and Training
• Industry Certifications (CFA, CIPM, CAPM, FRM, MBA)

Hard Skills

• Technical Guidance
• Implementation Scope Management
• Custom Report Specification
• User Experience Enhancement
• Complex Screening Code Writing

Soft Skills

• Client-Facing Communication
• Collaboration with Technical Staff
• Problem-Solving

Certifications & Qualifications

• CFA
• CIPM
• CAPM
• FRM
• MBA

Industry Keywords

• Investment Principles
• Client Workflows
• Technical Integration
• Performance Solutions
• Growth Strategies