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.

Job Description

The Client Reporting Intern will support Fact Set’s Reporting Managed Services team, which delivers customized, high-quality financial reports for some of the world’s leading asset managers. This internship offers hands-on exposure to client reporting workflows, data integration, and automation tools used to streamline reporting processes. Interns will gain valuable insight into how financial data is structured, validated, and presented to clients.

Key Responsibilities and Tasks:

Support the client reporting process, including assistance with report generation and reporting automation

Learn how financial data flows through Fact Set systems, including exposure to ETL processes

Gain foundational knowledge of system architecture, databases, SQL, application servers, and API integrations

Develop basic skills in SQL and programming/scripting (e.g., Java, VBA, or similar languages)

Gain exposure to Microsoft system administration and AWS infrastructure, working alongside technical experts

Use monitoring tools to observe server performance and optimization

Collaborate with global teams and participate in a project focused on improving reporting efficiency or technical workflows

Gain exposure to Fact Set reporting solutions such as Vermilion and Publisher

What You’ll Gain:

A practical understanding of client reporting in asset management

Exposure to financial data workflows, quality assurance, and automation techniques

Experience working with cross-functional teams in a real-world environment

Mentorship from experienced consultants and project feedback

The opportunity to build foundational skills that are highly valued in the industry

Potential path to a full-time role based on performance

Required Skills and Traits:

University students in their 3rd year or above, or recent graduates in Finance, Economics, Computer Science, or related fields

Strong interest in financial markets, reporting, or data-driven workflows

Analytical mindset and ability to work with complex data

Curiosity about technology, client service and willingness to learn.

Solid communication skills in English (written and verbal)

Experience or interest in SQL or scripting languages (e.g., VBA, Python) is a plus

System Administration interest/hands on experience is a plus

Proactive attitude and eagerness to learn from professionals

What’s In It For You:

Opportunity to join a growing firm with a proven track record of success for over 40 years

An immersive training program that combines classroom sessions with hands-on learning and equips you with necessary skills to be a successful intern

Opportunities to meet members of the executive team through our global speaker series and social events

A mentor to provide guidance, answer questions, and help you build valuable connections

An option to participate in our Student Ambassador Program to help foster a relationship between Fact Set and your school while remaining engaged with the company and our products

A social community dedicated to volunteerism, intramural sports, and team-building events

An introduction to our Business resource groups designed to cultivate an inclusive environment for all

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.