Specialty Services Lead: Core Analytics & FI Solutions

factset; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

FactSet seeks a Specialty Services Lead for its Middle Office Managed Services in the USA. This role bridges investment professionals with FactSet's software, delivering high-quality service and expert knowledge of the Core Analytics suite.

You will work with client representatives, sales, product specialists, and engineers to streamline research workflows and maintain data quality while expanding engagement opportunities. A strong finance background and leadership are essential.

Qualifications

• Bachelor's degree or equivalent experience.
• 7-9+ years of relevant experience.
• Strong communication and interpersonal skills.
• Leadership capabilities and initiative.
• Knowledge of financial products and instruments.
• Proficiency in Excel and financial formulas.

Responsibilities

• Lead Specialty Services retention efforts and coordinate client support.
• Contribute to best-practices, product improvements, and workflow enhancements.
• Identify opportunities for regional ASV growth within Managed Services.
• Mentor and support other client-facing teams and collaborate across functions.
• Maintain up-to-date knowledge of asset management trends and market factors.

Skills

Strong communication

Leadership skills

Analytical thinking

Interpersonal skills

Investment professionals engagement

Knowledge of financial products

Initiative

Education

Bachelor's degree or equivalent experience

Tools

Excel

Financial formulas

Job description

FactSet seeks a Specialty Services Lead for its Middle Office Managed Services in the USA. This role bridges investment professionals with FactSet's software, delivering high-quality service and expert knowledge of the Core Analytics suite.

You will work with client representatives, sales, product specialists, and engineers to streamline research workflows and maintain data quality while expanding engagement opportunities. A strong finance background and leadership are essential.