Principal Implementation Specialist

factset; New York (NY); Hybrid; USD 120,000 - 160,000; Full time

Job summary

FactSet is seeking a Principal Implementation Specialist to lead implementation efforts for a business line or product. You will partner with regional managers to drive best practices, ensuring products deploy effectively and scale over time.

The role focuses on client engagements, working across performance analytics and core risk tools, with a hybrid work model in multiple U.S. locations including New York. Travel willingness and strong technical background are required.

Qualifications

• 7+ years of experience with FactSet's Analytics tools or similar.
• Bachelor's degree required.
• Strong understanding of how clients use analytics and performance solutions.

Responsibilities

• Produce client-facing communication in coordination with the implementation project manager.
• Build and manage implementation scope and effort estimates; collaborate on project plans.
• Provide product guidance on solutioning processes based on customer needs.
• Create user workflow specs and direct technical integration staff on requirements.
• Develop understanding of the Analytics suite's technical aspects and deployment.
• Implement new deployments to enhance user experience and sales opportunities.
• Communicate with sophisticated users using investment principles in the industry.
• Identify growth strategies by mapping client structures and opportunities during implementation.
• Share trends and improvement areas with Product Development and Engineering.
• Provide user training and support development of training programs.
• Facilitate transition from implementation to support.

Skills

Analytics tools

Implementation

Project coordination

Technical proficiency

Investment principles

Client communication

Education

Bachelor's degree

Tools

FactSet 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 Principal Implementation Specialist will help lead implementation efforts for a business line or product. The Principal Implementation Specialist will partner with the regional Implementation manager to derive and execute on best practices for engagements within their mandate. An important element of this role is to ensure that our internal product development strategies are working in the market and that products get easier to deploy over time.

Clients look to the Implementations team to develop and implement solutions that solve their most complex problems. Our clients see the Implementations team as a key partner when complex changes occur at their firm. These changes can include large‑scale deployments of FactSet software, organizational changes, and enhancing custom processes. As we increase the breadth of our product mix, the strength and agility of our Implementations team will become even more instrumental to the success of the business.

FactSet's Implementations team has the opportunity to work across the portfolio lifecycle. This role will work primarily with tools that are a part of our performance suite of products as well as our core analytics and risk tools. As our mandate continues to grow, we are looking for eager, exceptionally talented individuals to join our team!

What You'll Do

• 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

What We're Looking For

• At least 7 years of experience working with FactSet's Analytics tools


• Bachelor's degree required


• 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


• 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,