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

Clients look to Fact Set Implementation Services to deliver solutions that meet their business requirements. Our clients see Implementation Services personnel as key partners to support complex changes across their organizations, enterprise deployments of Fact Set solutions, organizational restructures, and process improvement. As we increase the breadth of our product mix, the strength and agility of our Implementation Services team will become even more instrumental to the success of Fact Set’s Institutional Buy Side Business Unit.

The EMEA Institutional Buy Side (IBS) Middle Office Implementation Specialist is a subject matter expert in Fact Set’s Core Analytics and Performance solutions, tasked with deploying Fact Set’s products by delivering on high-value projects and engagements. The Implementation Specialist’s primary focus is on ensuring that Fact Set’s clients are properly set up to get the most value out of their Fact Set subscriptions. They are responsible for things like ensuring data integration and quality, configuring solutions within Fact Set, building end user reports and interfaces, training our clients, and supporting users during the implementation process to ensure best practises are adopted. All work done by Implementation Specialists is project-based and may include implementations, solutions optimization, and other time and knowledge intensive projects.

What You'll Do:

• ·Work directly with existing and new clients to implement and configure Fact Set’s Core Analytics and Performance products, creating scalable and supportable solutions.
• Continuously build specialist knowledge of Fact Set’s Analytics and Performance solutions across the Portfolio Life Cycle. Maintain a strong understanding of client types (e.g. Institutional Asset Management, Wealth Management etc.), user workflows and solution enhancements so to guide users to best practices.
• Partner with Project Management, Client Data Integration, Sales, and Client Services & Support teams to deliver and transition projects efficiently and effectively.
• Ensure adherence to Statements of Work, clarifying ambiguous requirements, and maintaining best practice standards
• Escalate project issues/risks to Project Managers and Implementation Services leadership team in a timely fashion
• Document client projects and processes, creating procedures and guidelines to share with BAU teams
• Drive knowledge transfer by sharing lessons learned, best practices, and innovations across Implementation, Product, Sales, and Client Services & Support teams
• Deliver measurable improvement in implementation processes by optimizing project workflows, introducing efficiencies (including AI-driven solutions), and clearly documenting improvements.

What We’re Looking For:

• Bachelor’s degree in Finance, Economics, Mathematics or relevant subject. CFA qualification desirable
• 5+ years of professional experience in the field of Finance or Fin Tech, within a client facing role. Exposure to Middle Office and Performance workflows is required. Experience working specifically with Wealth Management clients is desired.
• Experience using and implementing Fact Set Institutional Buy Side Products (specifically Fact Set Performance System) or other vendor Attribution and Performance systems.
• Ability to effectively communicate with Fact Set’s most sophisticated users via a strong understanding of investment principles and their application in the industry
• Keen interest and track record of using AI to improve implementation efficiency
• Strong interpersonal and communication skills for working with diverse project teams and stakeholders.
• Strong organizational and presentation skills
• Strong time management skills with the ability to manage multiple projects in parallel.
• Strong problem solving/analytical skills.
• Strong knowledge of Microsoft Office with Excel skills
• Willingness to learn new trends and remain aware of industry changes

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:

• Contributing to a firm with over 40 years of consecutive growth, named a 2023 Best Place to Work by Glassdoor and led by a top-rated CEO Talent Champion.
• 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 companywide 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, sustainability, and inclusivity, where collaboration is always encouraged, and individuality drives solutions.
• Career progression plans with dedicated time each month for learning and development.
• Employee-led Business Resource Groups that align with our DE&I strategy and are wholly supported by Executive Management.

Learn more about our benefits here.

Returning from a break?

We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.

At Fact Set, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. Fact Set participates in E-Verify.

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.

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.