Senior Implementation Specialist

factset; New York (NY); Hybrid; USD 92,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

Disability Insurance

Retirement Savings Plan

Employee Stock Purchase Program

Paid Time Off

Job summary

FactSet seeks a Senior Implementation Specialist to deploy and optimize their analytics products for clients worldwide. You will ensure data integration, configure modules, build custom reports, and train users across high-value projects.

Role involves coordinating with clients and internal teams, mentoring junior staff, and contributing to larger engagements as needed. Hybrid work environment with travel to client sites as required.

Qualifications

• 4+ years of experience with FactSet Analytics tools.
• Strong technical background with ability to write complex screening codes.
• Understanding of how clients use FactSet Analytics and Performance Solutions.
• Willingness to travel.

Responsibilities

• Produce client-facing communication in coordination with the implementation project manager.
• Build and manage implementation scope and effort estimates.
• Provide product guidance on solutioning processes based on customer needs.
• Create user workflow specifications and custom report specs for client requirements.
• Develop understanding of the Analytics suite's technical aspects.
• Implement new deployments and enhance existing ones to improve user experience and sales opportunities.
• Communicate with sophisticated users about investment principles and applications.
• Identify growth opportunities by mapping client structures and uncovering additional use cases during implementation.
• Share trends and opportunities for improvement with teams.
• Study client workflows and collaborate with Product Development and Engineering to enhance products.
• Provide user training and support development of training programs.
• Assist in transitioning from implementation to support.

Skills

FactSet Analytics

Technical proficiency

Coding/scripting

Client usage understanding

Willingness to travel

Education

CFA/CIPM/CAPM/FRM/MBA

Tools

FactSet

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.

Your Team's Impact

The Senior Implementation Specialist is a subject matter expert in FactSet's products, tasked with deploying FactSet's products by delivering on high-value projects and engagements. Senior Implementation Specialist's primary focus is on ensuring that FactSet's clients are properly set up to get the most value out of their FactSet subscriptions. They are responsible for ensuring data integration and quality, configuring modules within FactSet, building end-user reports and interfaces, training our clients, and supporting users during the implementation process.

All work done by Senior Implementation Specialists is project-based and may include implementations, solutions optimization, and other time and knowledge‑intensive projects. Senior Implementation Specialists may be utilized on larger and more complex engagements and may serve as mentors for more junior members of the team.

What You’ll Do

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

What We’re Looking For

Required Skills

• At least 4 years of experience working with FactSet's Analytics tools
• Strong technical background
• Proven technical proficiency particularly in writing complex screening codes
• Understanding of how clients use FactSet Analytics and Performance Solutions products
• 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

• 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, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company‑wide wellness days.
• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
• Career progression planning with dedicated time each month for learning and development.
• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
• Learn more about our benefits here .

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

The budgeted range for this position in New York City, Connecticut, and California is $92,000-$110,000.

The budgeted range for this posit