Principal Implementation Lead - Financial Analytics (Hybrid)

FactSet

New York (NY)

Hybrid

USD 140,000 - 175,000

Full time

3 days ago

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Job summary

FactSet is seeking a Principal Implementation Specialist to lead complex deployments and guide clients through analytics-powered solutions. You will collaborate with regional managers to shape best practices, ensuring products deploy smoothly and scale across engagements.

You will work across Performance, Portfolio Analytics, and Risk offerings, coordinating with project teams to deliver client success and enable new sales opportunities. Hybrid environment across multiple U.S. cities.

Qualifications

At least 7 years of experience working with FactSet’s Analytics tools.
Bachelor’s degree in Economics, Business, Computer Science, ora relatedfield or equivalent experience.
Understanding of how clients use FactSet Analytics and Performance Solutions products to include PA (Portfolio Analysis), SPAR (our returns-based Style, Performance, and Risk tool), Portfolio Vault & Insight and Analytics APIs.
Excellent technical background
Proven technical proficiency particularly with writing complex screening codes
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

Responsibilities

Produce client-facing communication in coordination with the implementation project manager
Build and manage implementation scope and effort estimates. Collaborate on building project plans
Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
Create user workflow specifications and 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 opportunity 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 transition from implementation phase to support