Senior Implementation Lead, Financial Data Solutions Hybrid

FactSet

Norwalk (CT)

Hybrid

USD 120,000 - 150,000

Full time

3 days ago
Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

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.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Senior FinTech Implementation Lead — Hybrid
Senior FinTech Implementation Lead — Hybrid

FactSet • New York (NY)

Hybrid
USD 120,000 - 150,000
Health insurance
Life insurance
Disability insurance
+6
Senior Implementation Lead for Financial Data & Analytics
Senior Implementation Lead for Financial Data & Analytics

FactSet • Los Angeles (CA)

Hybrid
USD 120,000 - 150,000
Health insurance
Life insurance
Disability insurance
+5
Hybrid Senior Implementation Lead – Financial Analytics
Hybrid Senior Implementation Lead – Financial Analytics

10000 FactSet Research Systems Inc. • New York (NY)

Hybrid
USD 120,000 - 150,000
Health insurance
Retirement plan
Paid time off
+1
Senior Implementation Lead – Financial Analytics
Senior Implementation Lead – Financial Analytics

Remote Jobs • United States

Hybrid
USD 120,000 - 150,000
Health insurance
Retirement savings plans
Employee stock purchase program
+2
Senior Implementation Architect - Financial Analytics
Senior Implementation Architect - Financial Analytics

FactSet Research Systems Inc. • New York (NY)

Hybrid
USD 120,000 - 150,000
Health, life & disability insurance
Retirement savings plan
Employee stock purchase program
+2
Senior Implementation Lead - Financial Analytics
Senior Implementation Lead - Financial Analytics

Socket.dev • United States

Hybrid
USD 120,000 - 150,000
Hybrid work environment
Senior Implementation Lead - Financial Analytics
Senior Implementation Lead - Financial Analytics

FactSet • San Francisco (CA)

Hybrid
USD 120,000 - 150,000
Health insurance
Retirement plans
Stock purchase program
+3
Senior Implementation Lead, Financial Analytics
Senior Implementation Lead, Financial Analytics

FactSet • Chicago (IL)

Hybrid
USD 120,000 - 150,000
Senior Implementation Lead, Analytics & Portfolio Solutions
Senior Implementation Lead, Analytics & Portfolio Solutions

FactSet • Los Angeles (CA)

Hybrid
USD 140,000 - 175,000
Health insurance
Retirement savings plan
Employee stock purchase program
+1
Senior Implementation Lead: Portfolio Analytics & Risk
Senior Implementation Lead: Portfolio Analytics & Risk

Remote Jobs • United States

Hybrid
USD 140,000 - 175,000
Health insurance
Retirement savings plans
Stock purchase program
+1