Buy-side Middle Office Senior Solutions Specialist at FactSet

Fact Set 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 Fact Set, 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.

Senior Solutions Specialist – Core/FI

UK & MEA Institutional Buyside Middle Office:

Fact Set is seeking a motivated and experienced Senior Solutions Specialist to join the UK & MEA Institutional Buyside Middle Office team. In this role, you will work directly with institutional investors—asset managers, asset owners, insurers, and hedge funds—helping clients streamline their workflows and gain actionable insights using Fact Set’s suite of Analytics solutions. This is an opportunity to make a meaningful impact while collaborating within a dynamic, client-focused environment.

What you'll do:

• Diagnose sophisticated technical challenges for clients, identifying root causes and collaborating with Specialty Support and Product teams to deliver effective solutions.
• Build trusted relationships with senior specialty clients by developing a deep understanding of their technical environments and business goals.
• Work cross-functionally with sales, support, engineering, and product management to quickly resolve technical challenges and provide clear, consistent communication.
• Become a subject matter expert for Fact Set’s Middle Office Analytics offerings, providing tailored recommendations aligned with client requirements and market trends.
• Gain familiarity with each client’s business structure, architecture, and operations in order to set clear expectations, build credibility, and act as a trusted advisor to key stakeholders.
• Proactively identify opportunities for expansion within your client portfolio, designing actionable plans to drive additional Annual Subscription Value (ASV) and support business growth.
• Lead strategic specialty product initiatives, overseeing delivery and execution to ensure measurable impact for clients.

What we are looking for:

• At least 8 years of senior experience in technical account management, customer success, or related technical roles, or direct experience in the Asset and Wealth Management industry.
• Strong understanding of investment management workflows, applications, portfolio analytics, and the challenges faced by institutional investors.
• In-depth knowledge of performance, attribution, risk, or reporting systems, and familiarity with modern investment theories and financial calculations.
• Demonstrated ability to learn new concepts, adapt to industry trends, and proactively drive solutions forward.
• Exceptional communication skills, with the ability to explain complex technical concepts to both technical and non-technical audiences; experience delivering presentations to senior stakeholders.
• Proven relationship-building skills, with a track record of partnering effectively with senior client stakeholders and maintaining sustained satisfaction.
• Awareness of market movements, industry trends, and competitor offerings to strategically position Fact Set solutions.
• Enjoys working within cross-functional teams, leveraging diverse expertise to deliver value for clients.
• Strong project and time management skills; able to manage multiple accounts and initiatives simultaneously.
• Bachelor’s or Master’s degree in Finance, Economics, Business, Engineering, Computer Science, or related field.

Why Fact Set:

• Over 40 years of growth, with recognition including 2024 LinkedIn Top Companies UK & 2023 Glassdoor Best Places to Work.
• Comprehensive benefits including health, life, disability insurance, retirement savings, and flexible work arrangements.
• An inclusive, global community committed to volunteerism, sustainability, and fostering individuality.
• Clear development pathways, with dedicated time for learning, growth, and career progression.
• Employee-led Business Resource Groups and a strong commitment to Diversity, Equity & Inclusion, fully supported by the executive team.

Ready to drive your career forward at the intersection of client success, innovation, and institutional finance? Join Fact Set and make an impact as we expand and deepen client relationships with precision and confidence.

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 Fact Set, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.