Onboarding & Trade Enablement Analyst (Hybrid/Remote)

Factset

New York (NY)

Hybrid

USD 96,000 - 120,000

Full time

14 days+
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Benefits offered by this job

Health insurance
Life insurance
Disability insurance
Retirement savings plan
Employee stock purchase program
Paid time off

Job summary

FactSet seeks a detail-oriented Implementation Specialist to manage onboarding projects for hedge funds and asset managers from New York. You will coordinate with clients, brokers, and cross-functional teams to configure trader accounts, environments and trade routes.

This hybrid role offers collaboration with onsite and remote work, exposure to financial markets, and a path to scale complex data-driven solutions.

Qualifications

  • Bachelor's degree or equivalent required.
  • 2–3 years of relevant experience preferred.
  • Strong analytical and problem-solving abilities.
  • Excellent communication and relationship-building skills.
  • Technical aptitude and willingness to learn new languages.
  • Interest in financial markets and investment processes.
  • Ability to manage multiple projects and meet deadlines.
  • Familiarity with SQL and databases, Java and/or Python a plus.
  • Knowledge of FIX protocol a plus.

Responsibilities

  • Efficiently manage onboarding projects for hedge funds and asset managers to successful completion.
  • Engage with clients to uncover their trading objectives.
  • Collaborate with cross-functional teams to meet business needs and requirements.
  • Communicate with external brokers to facilitate trade execution.
  • Configure trader accounts, environments, and trade routes.
  • Assist in onboarding processes and guide clients through setup.

Skills

Analytical thinking
Problem-solving
Project management
Communication skills
Relationship building
Team collaboration
Technical aptitude
SQL experience
Java or Python knowledge
FIX protocol
Financial markets knowledge

Education

Bachelor's degree or equivalent

Tools

Databases

Job description

FactSet seeks a detail-oriented Implementation Specialist to manage onboarding projects for hedge funds and asset managers from New York. You will coordinate with clients, brokers, and cross-functional teams to configure trader accounts, environments and trade routes.

This hybrid role offers collaboration with onsite and remote work, exposure to financial markets, and a path to scale complex data-driven solutions.

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