Lead Implementation Specialist

FactSet; San Francisco (CA); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Stock purchase program

Paid time off

Wellness days

Flexible work hours

Job summary

FactSet is seeking a Lead Implementation Specialist to serve as a subject matter expert, leading deployment projects and providing guidance on workflows. You will mentor junior team members, collaborate with Product Development and Engineering, and drive client success across analytics tools such as PA, SPAR, and Analytics APIs.

The role involves travel, a hybrid work arrangement, and direct engagement with sophisticated financial clients to optimize deployments and sales opportunities.

Qualifications

• Bachelor/Master degree or equivalent in Finance, Computer Science, Information Systems, Engineering or related technical field.
• 6+ years of experience with FactSet Analytics tools.
• Strong knowledge of performance workflows.
• Proven technical proficiency with complex screening codes.
• Willingness to travel.

Responsibilities

• Provide product (functional and technical) guidance for process solutioning based on client needs.
• Communicate with sophisticated users understanding investment principles and their industry applications.
• Create workflow and report specifications; guide technical integration staff on client requirements.
• Identify growth opportunities by analyzing client structures during implementation.
• Collaborate with Product Development and Engineering to enhance FactSet products.
• Provide user training and support development of training programs.
• Produce client-facing communications to facilitate transition from implementation to support.
• Implement new deployments and enhance existing ones to improve user experience and enable sales opportunities.

Skills

Communication skills

Analytical thinking

Leadership

Travel willingness

Client engagement

Education

Bachelor/Master degree in Finance/CS/IS/Engineering

Tools

PA (Portfolio Analysis)

SPAR

Portfolio Vault & Insight

Portfolio Batcher

Publisher

Analytics APIs

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 Lead Implementation Specialist is a subject matter expert in one or more of FactSet’s products, tasked with deploying FactSet’s products by delivering on high-value projects and engagements. The Lead Implementation Specialists should be able to independently implement many workflows. Lead Implementation Specialists are contributing members of the department’s leadership team and are looked to for decision making in their areas of expertise. In many cases, Lead Implementation Specialists are involved in the pre-sales solutioning process to ensure successful engagements. Lead Implementation Specialists should collaborate with and mentor junior members of the implementation specialist.

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.

Our Implementations team is an essential partner to our clients to support complex changes across their organizations, drive enterprise deployments of FactSet solutions, manage organizational restructures, and implement process improvements. We work with all core analytics tools, such as PA (Portfolio Analysis), SPAR (our returns-based Style, Performance, and Risk tool), Portfolio Vault & Insight, Portfolio Batcher, Publisher, Analytics APIs, to name a few. As our mandate continues to grow, we are looking for eager, exceptionally talented individuals to join our team!

What You'll Do

• Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
• Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry
• Create user workflow specifications, custom report specifications, establish priority and direction to technical integration staff on client requirements
• Identify growth strategies by outlining client organizational structures and uncovering additional opportunity during the implementation process
• 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
• Produce client-facing communication to facilitate transition from implementation phase to support
• Create user workflow specifications, custom report specifications, establish priority and direction to technical integration staff on client requirements
• Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities
• Provide user training and support the development of training programsImplement new and enhance existing deployments to create a better user experience and further enable sales opportunities

What We're Looking For

• Bachelor/Master degree or equivalent in Finance, Computer Science, Information Systems, Engineering, or other related scientific or technical discipline
• At least 6 years of experience working with FactSet’s Analytics tools
• Strong knowledge of performance workflows
• Strong technical background
• Proven technical proficiency particularly with 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

Job location:

Boston, Chicago, Los Angeles, New York, Norwalk, San Francisco, 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 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 range for this position in New York City, Connecticut, and California is $120,000-$150,000.

The budgeted range for this position in Toronto is $120,000 - $160,000 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