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.

Your Team's Impact

Fact Set’s Client and Managed Services team is building our team in São Paulo. We're seeking passionate individuals eager to work in a collaborative environment to drive innovation and excellence in Managed Services. As part of this growing team, you will have the chance to shape the future of our operations in São Paulo, enhance client experiences, and play a key role in building a strategic presence in the region.

Our Client and Managed Services team provides essential middle office support, leveraging advanced technologies to enhance operational efficiency and data quality for clients. As part of this team, your role will help connect investment professionals in the Asset & Wealth Management industry with Fact Set's platform, utilizing finance and technical knowledge to facilitate client research and analysis processes.

We are seeking Senior Analytics Specialists to become an expert in the Fact Set Core Analytics product suite (Performance, Fixed Income, or Risk Analytics), collaborating with diverse stakeholders such as client representatives, sales, product specialists, and engineers.

What You'll Do

You will be a key point of support for our clients, helping them make the most of Fact Set solutions, while developing strong working relationships with clients of varying backgrounds. In this role, you’ll learn about our clients’ business needs and provide advice, guidance, and training as appropriate. The main goal is to deliver accurate and reliable performance, risk, and fixed-income analytics, ensuring each step of the calculation workflow – from data input to result delivery – is handled effectively.

Responsibilities:

• Stay informed about asset management trends, industry principles, and best practices to support strategic solution development.
• Collaborate with internal cross-functional teams (Consulting, Sales, Product, Engineering, and Strategy) and client stakeholders to implement, optimize, and support managed services and solution projects.
• Analyze complex business challenges related to client investment portfolios, financial data, and workflows, providing actionable insights and intricate analyses (e.g., performance attribution, risk calculations).
• Gather and understand client requirements to resolve specific business issues and deliver tailored solutions.
• Support and execute client production processes, including data investigations, software testing, validation of calculation logic, and operational workflows.
• Serve as a knowledgeable resource for both clients and internal teams, offering timely client support, product training, and system customization.
• Prepare and present Proof of Concepts (POCs), while clearly communicating about product features and project status.
• Assist in quality assurance, enrich internal documentation, and contribute to ongoing product improvement initiatives.
• Develop and apply technical skills (e.g., SQL, VBA, Python) relevant to project needs.
• Participate in various project work, including implementation, managed services, consulting, and process changes, to drive successful outcomes for clients.

What We're Looking For

Required Skills:

• Bachelor’s degree (or equivalent experience) in Finance, Economics, or a related discipline
• 2+ years of professional experience in a relevant field (such as capital markets, portfolio management, or financial instruments)
• Proficiency in MS Excel, including use of formulas, pivot tables, functions, and data visualization
• Basic experience with SQL queries and database structures
• Fluency in English, both written and verbal

Desired Skills:

• Professional background in Asset Management, including experience with Performance Measurement & Attribution, Risk Management, Business Intelligence, Quantitative Solutions, or Reporting
• Knowledge of financial instrument pricing, including derivatives (Options, Futures, Swaps)
• Technical skills with software applications; proficiency in Python and/or database management is a plus
• Interest or experience in working with software, data, and analytics
• Customer-oriented mindset
• Strong analytical, critical thinking abilities, and interpersonal skills with a commitment to fostering a supportive team environment
• CFA, CIPM, FRM certification or progress toward such credentials

What's In It For You

At Fact Set, our people are our greatest asset, and our culture is our biggest competitive advantage.

Being a Fact Setter 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.

Company Overview:

Fact Set (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.