Lead, Core Performance & FI Analytics

factset; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

FactSet seeks a Specialty Services Lead for its Middle Office Managed Services in the USA. This role bridges investment professionals with FactSet's software, delivering high-quality service and expert knowledge of the Core Analytics suite.

You will work with client representatives, sales, product specialists, and engineers to streamline research workflows and maintain data quality while expanding engagement opportunities. A strong finance background and leadership are essential.

Qualifications

• Bachelor's degree or equivalent experience.
• 7-9+ years of relevant experience.
• Strong communication and interpersonal skills.
• Leadership capabilities and initiative.
• Knowledge of financial products and instruments.
• Proficiency in Excel and financial formulas.

Responsibilities

• Lead Specialty Services retention efforts and coordinate client support.
• Contribute to best-practices, product improvements, and workflow enhancements.
• Identify opportunities for regional ASV growth within Managed Services.
• Mentor and support other client-facing teams and collaborate across functions.
• Maintain up-to-date knowledge of asset management trends and market factors.

Skills

Strong communication

Leadership skills

Analytical thinking

Interpersonal skills

Investment professionals engagement

Knowledge of financial products

Initiative

Education

Bachelor's degree or equivalent experience

Tools

Excel

Financial formulas

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.

In today's rapidly evolving financial landscape, middle office teams within investment firms face increasing challenges, balancing routine operational tasks with demands for strategic business development. To enhance operational efficiency amid this growing market complexity, more organizations are turning to FactSet. Our Client and Managed Services team harnesses our advanced, proprietary middle office solutions and technology to empower our customers. With our dedicated experts, clients can adeptly manage complex workflows, maintain high data quality, and gain timely access to actionable information. By partnering with FactSet, clients transfer key functions of their business to us, enabling them to concentrate their internal resources on vital business development activities.

In this team you will be working with our sophisticated financial software solutions. You will be the essential link between investment professionals and FactSet's software. Combining a thorough understanding of finance and technology with specific expertise in the FactSet platform, you will help clients streamline the research and analysis process. As part of this fantastic team, you will offer an unparalleled level of service along with insight into the intricacies and functionality of the FactSet platform. FactSet's business is based on 3 main pillars: Data, Software and Services. You will be part of the vital Services team that supplements the Data and Software business of our company.

Role Summary

We are looking for a Specialty Services Lead to join our Middle Office Managed Services team in the USA - an individual who is enthusiastic, intellectually curious and takes pride in the work they do. We offer the opportunity to become a subject matter expert in the FactSet Core Analytics products suite and solutions by bridging the gap between investment and software professionals. The role requires collaborative partnership with a diverse range of stakeholders including client representatives, sales, product specialists and engineers.

Key Responsibilities and Tasks:

• Client Retention & Support: Lead Specialty Services retention efforts through both reactive and proactive client support, time-intensive projects, and complex problem solving. Proactively prioritize requests, issues and problems to ensure the smooth execution of clients' production processes and workflows. Analyze and resolve complex business issues related to clients' investment portfolios, financial data, analytics, and workflows, with close collaboration with the middle and front office of institutional asset managers, wealth managers and asset owners.
• Best Practices & Product Enhancement: Actively contribute to and validate best-practices initiatives, product improvements, and workflow enhancements for specialty clients. Leverage excellent knowledge of FactSet product functionalities, methodologies, and industry-specific principles to deliver creative solutions and optimizations across implementations, managed services, and consultancy engagements.
• Commercial Growth: Maintain a commercial focus to identify opportunities for regional ASV growth within Managed Services. Apply a strong aptitude for gathering and understanding requirements to address client-specific business needs efficiently and identify areas for expanded engagement.
• Internal Collaboration & Mentorship: Collaborate with, mentor, train, and support other client-facing teams at FactSet, while acting as a subject matter expert escalation point for internal teams such as Support and Sales. Work closely with cross-functional stakeholders including Consulting, Product, Engineering, and Strategy.
• Industry Knowledge & Thought Leadership: Develop and maintain up-to-date knowledge of the asset management industry, current market trends, and economic factors to maintain a competitive edge and advance Specialty Services value-add strategies.

Required Skills:

• Bachelor's degree or equivalent experience
• 7-9+ years of relevant experience
• Strong communication and interpersonal skills
• Technical and application knowledge
• Leadership skills
• Knowledge of financial products and instruments
• Proficiency in Excel and financial formulas
• Enthusiasm for working closely with investment professionals
• Strong analytical and critical thinking abilities
• Excellent interpersonal skills with a strong sense of initiati