Senior FinTech Implementation Lead — Hybrid

FactSet

New York (NY)

Hybrid

USD 120,000 - 150,000

Full time

14 days+
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Benefits offered by this job

Health insurance
Life insurance
Disability insurance
Retirement plan
Employee stock purchase program
Paid time off
Holidays
Family leave
Wellness days

Job summary

FactSet is seeking a Lead Implementation Specialist to deploy and optimize our analytics products for investment professionals. You will lead high-value projects, craft workflows, and mentor junior staff while collaborating with Product and Engineering to enhance our solutions.

The role emphasizes deep product knowledge, client interaction, and the ability to drive deployments that improve user experience and enable sales opportunities. Hybrid work in major US cities is typical.

Qualifications

  • Bachelor/Master degree or equivalent in Finance, Computer Science, Information Systems, Engineering, or related field.
  • At least 6 years of experience working with FactSet’s Analytics tools.
  • Understanding of how clients use FactSet Analytics and Performance Solutions products.
  • CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred.

Responsibilities

  • Provide product guidance on process solutioning based on client needs.
  • Communicate effectively with sophisticated users on investment principles and industry applications.
  • Create user workflow specifications and establish priorities for technical staff.
  • Identify growth opportunities by mapping client structures during implantation.
  • Study client workflows and collaborate with Product Development and Engineering to enhance products.
  • Provide user training and support development of training programs.
  • Deliver client-facing communications to transition from implementation to support.
  • Implement new deployments and enhance existing ones to improve user experience and enable sales opportunities.

Skills

Performance workflows
Technical background
Complex screening codes
Client usage understanding
Detail-oriented
Initiative
Communication with sophisticated users
Willingness to travel

Education

Bachelor/Master in Finance or CS or IS or Engineering

Tools

PA (Portfolio Analysis)
SPAR
Portfolio Vault & Insight
Analytics APIs

Job description

FactSet is seeking a Lead Implementation Specialist to deploy and optimize our analytics products for investment professionals. You will lead high-value projects, craft workflows, and mentor junior staff while collaborating with Product and Engineering to enhance our solutions.

The role emphasizes deep product knowledge, client interaction, and the ability to drive deployments that improve user experience and enable sales opportunities. Hybrid work in major US cities is typical.

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