Senior Performance Specialist

FactSet; Boston (MA); On-site; USD 145,000 - 180,000; Full time

Benefits offered by this job

Health, life & disability insurance

401(k) and ESPP

Paid time off

Flexible work arrangements

Wellness days

Job summary

FactSet’s Americas Analytics team seeks a Performance Specialist to drive and qualify opportunities for Performance Solutions across Buy Side & Wealth clients in the Americas. You will demonstrate our solutions, coordinate with sales and product teams, and engage with senior leadership to advance opportunities.

The role requires extensive client interaction, strong analytical skills, and the ability to design compelling product demonstrations.

Qualifications

• Degree in Finance, Economics, Mathematics or a related field; CFA qualifications desirable.
• At least 10 years experience in a sales and/or client facing role with a strong record and good understanding of customer needs.

Responsibilities

• Maintain a thorough understanding of the performance market and the competitive landscape.
• Identify growth opportunities through client engagement and commercial discussions across Wealth and Institutional clients.
• Design tailored product demonstrations to highlight the value of performance solutions.
• Coordinate with sales, analytics, sales engineering and consultants to run engagements and pricing.
• Share client insights to inform product strategy and development.
• Travel as required to meet clients and prospects.
• Build relationships across an international network including Product Development and Implementation.

Skills

Sales experience

Client facing

Strong communication

Travel willingness

Education

Finance degree

CFA desirable

Tools

B-One

Eagle

StatPro

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:

America’s Analytics team are seeking a Performance Specialist to focus on generating and converting sales pipeline for FactSet Performance Solutions across Buy Side & Wealth clients in the Americas region. The Performance Specialistis responsible fordriving the assessment and qualification of Performance products and services to prospective buyers and will work alongside the existing Product Specialist Teams. This also includes the provision of sales support via demonstrations, pilots, proofs of concept,discussionsand coordination of activities with FactSet’s sales staff and leadership.

WhatYou’llDo

• Maintain a thorough understanding of the performance market, and howthecompetitive landscape affectsthe market.

• Understand client types and user workflows with the goal ofidentifyingareas of potential growth, and then execute on those opportunities through client engagement and commercial discussions, e.g. Wealth Management,Institutional Asset Management, etc.

• Design tailored product demonstrations to highlightthevalue add of our performance solution to meet specific investment management needs.

• Partner with multiple stakeholders such as generalist sales team, analytics specialists, salesengineeringand consultants to run sales engagements including pricing of contracts & coordination with implementation, etc.

• Share insights from client interactions to help shape product strategy and future
  development

• Seek outadditionalways to make an impact such as mentoring others, involvement in training, running campaigns and proactively engage with product strategy and development fornew ideas, bugs as well as product improvements.

• Report the current state of opportunities to senior management on a regular basis

• Build& expand strong relationships across an international network of individuals at varying levels of the organization, including Product Development, Implementation, etc. as well as outside amongst clients and prospects.

What We’re Looking For:

• At least 10years experiencein a sales and/or client facing role with a strong record and good understanding of customer needs and building effective relationships.

• Someexperience of the Middle Office and the Performance workflow, withpreviousexposure to systems such asB-One,EagleorStatProa real plus.

• Self-starter with a proven ability to excel in a collaborative team environment.

• Interpersonal skills along with verbal and written communication skillsrequiredto build relationships and interface with key stakeholders at all levels of the business

• Strong organizational and presentation skills.

• Strong time management skills including the ability to manage multiple projects in parallel.

• Strong problem solving/analytical skills.

• Willingness to learnnew trendsand aware of industry changes

• Willingness to travel

• Degree in Finance, Economics,Mathematicsor a related field; CFA qualifications desirable

Job location:

Boston and New York

Working Environment

Hybrid

For U.S. locations, 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, 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 amount range for this position in New York City is $145,000 - $180,000

Company Overview:

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client‑centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify