Senior Implementation Lead, Financial Data Solutions Hybrid

FactSet

Norwalk (CT)

Hybrid

USD 120,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Retirement plan
Paid time off
Stock purchase program
Wellness days

Job summary

FactSet is seeking a Lead Implementation Specialist to deploy our analytics and workflow solutions for investment professionals worldwide. This role combines technical deployment with strategic guidance, enabling complex client engagements and enterprise deployments.

You will mentor junior staff, participate in pre-sales activities, and collaborate with Product Development and Engineering to refine solutions and training programs. Hybrid work with travel as needed.

Qualifications

  • Bachelor/Master degree or equivalent in Finance, Computer Science, Information Systems, Engineering, or related discipline.
  • At least 6 years of experience working with FactSet Analytics tools.
  • Strong knowledge of performance workflows.
  • Strong technical background with ability to write complex screening codes.
  • Understanding of how clients use FactSet Analytics and Performance Solutions products.
  • CFA, CIPM, CAPM, FRM, MBA or other certifications preferred.
  • Detail-oriented with big-picture thinking.
  • Willingness to travel.

Responsibilities

  • Provide product (functional and technical) guidance on solutioning processes based on customer needs.
  • Communicate with sophisticated users using investment principles.
  • Create workflow specifications and custom report specs; guide technical integration staff.
  • Identify growth opportunities during implementation.
  • Study client workflows and collaborate with Product Development and Engineering.
  • Provide user training and support training programs.
  • Produce client-facing communications to transition from implementation to support.
  • Implement new and enhance deployments to improve user experience and enable sales opportunities.

Skills

Implementation expertise
Analytics tools
Client communication
Technical proficiency
Travel willingness

Education

Bachelor's degree
Master's degree
Finance/CS/Engineering

Tools

Portfolio Analysis
SPAR
Portfolio Vault
Insight
Analytics APIs

Job description

FactSet is seeking a Lead Implementation Specialist to deploy our analytics and workflow solutions for investment professionals worldwide. This role combines technical deployment with strategic guidance, enabling complex client engagements and enterprise deployments.

You will mentor junior staff, participate in pre-sales activities, and collaborate with Product Development and Engineering to refine solutions and training programs. Hybrid work with travel as needed.

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