Associate Implementation Specialist, Pricing and Reference Data
for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We must not repeat job title as heading. No Job ID. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions.
We need to preserve all substantive info. So we need to extract sections:
- About the role: maybe the first paragraph about FactSet and team impact? Could be "About the role" includes description of team and impact. We'll create About the role
then
with that content. - Responsibilities: "What You'll Do" bullet list. We'll put
Responsibilities
then- each bullet.
- Requirements: "Required Skills" maybe "What We're Looking For". Could be Requirements. We'll put
Requirements
then- each bullet.
- Qualifications: maybe "Desired Skills"? Could be Qualifications. Or we could treat "Desired Skills" as Qualifications. We'll put
Qualifications
then- each bullet.
- Skills: maybe combine? But we already have Requirements and Qualifications. Could also have Skills section for technical skills? But we can keep as is.
- Benefits: list of benefits from "Why Life is Better as a FactSetter" and "What's In It For You". We'll extract bullet points.
- Pay: salary range: "The budgeted salary range for this position in the states of Colorado and New York is $80,000-$100,000." We'll put
Pay
... maybe note that may differ elsewhere. - Schedule: not mentioned; we should not create Schedule section if not present. We must not include filler like "commensurate with experience". Not present. We must not include duplicated lines. Ensure we capture all substantive info. Let's extract content. Company overview paragraph: "FactSet 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 FactSet, 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." Then "Your Team's Impact We are seeking a highly skilled and motivated individual to join our Data Solutions group as a Pricing and Reference Data (PRD) Associate Implementation Specialist. The Data Solutions group is responsible for the growth of FactSet’s DataFeed (off-platform) products and solutions. Our aim is to consult & organize our client’s data consumption processes with FactSet proprietary and industry standard delivery solutions. Pricing and Reference Data is foundational data used to identify, describe and value financial instruments, such as stocks, bonds, derivatives, and currencies. PRD is required for workflows across the entire investment process, including trade execution, portfolio management, risk management, compliance, investment accounting and reporting. There is a tremendous market for this area of focus, including expanding into new clients, as well as competitor replacements. You will gain exposure to a wide range of Data Solutions products; including FactSet proprietary technologies (e.g. User Configurable Feeds), Cloud and Managed Services (Snowflake, AWS, Azure), Standard DataFeeds (SQL Databases), FactSet proprietary content, Prices, Partner and exchange data and FactSet Content APIs as well as learning to design custom solutions tailored to each client using a combination of products." That's good for About the role. Now "What You'll Do" bullet list: - Gathering client requirements, preparing proof of concept files, data transformation and filtering, process design, implementation, testing & troubleshooting, and pre-sales client communication. - Liaising with the pre-sales coverage check team to facilitate the delivery of initial sample files - Working alongside with our sales, product, engineering, consulting teams and other internal teams throughout the implementation process. - Develop and share knowledge on PRD content (e.g. instrument identifiers, symbol cross reference, entity reference, prices, terms and conditions, corporate actions and derived analytics) - Involvement in product development (working with agile teams, improving existing & new products) to help shape the future of FactSet’s PRD offering - Client relationship management - Day to day client engagement - Standardization of client specific tasks - Streamlining data workflows & pipes - External and internal training and education - Debriefing of complex situations Now "Required Skills What We're Looking For" list: - University degree in Data, Business, Technology or other related field - A minimum of 1 year of pricing and reference data experience - Knowledge of financial products and instruments - Data management and Query Language experience - Good understanding of how to navigate through functions and code arguments in Excel - Strong organizational skills to manage multiple projects and identify economies of scale - Effective communication and interpersonal skills to collaborate with diverse teams - Ability to cultivate collaborative and productive relationships - Adaptability and capability to manage multiple priorities - Ability to analyze, validate, and interpret large and complex datasets. - Ability to troubleshoot data issues, reconcile mismatches, or resolve feed integration issues. Now "Desired Skills" list: - Good understanding of financial data and different security types (stocks, fixed-income securities, derivatives, FX, commodities) - Data modelling experience e.g., SQL, Python - Experiences with FQL and Screening syntax - Participation in the CFA Program or technology focused certification programs (e.g., AWS Cloud Practitioner, Snowflake Certifications, Power BI) Now benefits: "Why Life is Better as a FactSetter" bullet list: - Secure your future with our discounted employee stock purchase program and 401K matching - 3 weeks paid time off your first year of employment - No or low-cost medical, dental and vision care - Reimbursement for eligible expenses related to the CFA, CIPM, CAIA and FRM exams - Wellness programs including gym discounts and more - 16 weeks paid parental leave for the primary caregiver (4 weeks for secondary) - Employee referral bonuses Also "What's In It For You At FactSet" includes: - 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, and family leave. - 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. We should combine benefits but avoid duplication. We'll list unique benefits. We'll create Benefits section with bullet points: - Discounted employee stock purchase program and 401K matching - 3 weeks paid time off first year - No or low-cost medical, dental and vision care - Reimbursement for eligible expenses related to CFA, CIPM, CAIA, FRM exams - Wellness programs including gym discounts - 16 weeks paid parental leave for primary caregiver (4 weeks for secondary) - Employee referral bonuses - Health, life, and disability insurance - Retirement savings plans - Paid time off for holidays and family leave - Flexible work accommodations - Global community dedicated to volunteerism, sustainability, inclusivity - Career progression plans with dedicated time each month for learning and development - Employee-led Business Resource Groups supporting DE&I We should avoid too granular but keep substantive. Pay section: The budgeted salary range for this position in the states of Colorado and New York is $80,000-$100,000. Please Note: the budgeted salary range may differ in other locations. We'll put that in
. Now ensure no boilerplate: remove EEO statement, company overview after benefits? The company overview paragraph after benefits maybe considered boilerplate? It's substantive about FactSet but could be considered "About the company". However we already have About the role. The company overview may be considered extra but not required. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we should keep it. Where to place? Could be part of About the role or a separate section like "About FactSet". But we only have allowed headings list; we could add another heading like "About the company" but not in list. The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., meaning those are examples, not exclusive? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect only those headings. So we should not add extra headings beyond those. So we need to fit company overview into one of those sections, maybe About the role. We'll incorporate the company overview paragraph into About the role
. Thus About the role will contain both the initial description and the company overview. Now ensure we don't repeat job title as heading. We'll not. Now produce HTML fragment. Structure:
About the role
... combined text ...
Responsibilities
- ... each bullet ... ...
Requirements
- ...
Qualifications
- ...
Benefits
- ...
Pay
...
No Schedule. Make sure to not include any extra text outside HTML. Let's craft the About the role paragraph: Combine: "FactSet 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 FactSet, 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 We are seeking a highly skilled and motivated individual to join our Data Solutions group as a Pricing and Reference Data (PRD) Associate Implementation Specialist. The Data Solutions group is responsible for the growth of FactSet’s DataFeed (off-platform) products and solutions. Our aim is to consult & organize our client’s data consumption processes with FactSet proprietary and industry standard delivery solutions. Pricing and Reference Data is foundational data used to identify, describe and value financial instruments, such as stocks, bonds, derivatives, and currencies. PRD is required for workflows across the entire investment process, including trade execution, portfolio management, risk management, compliance, investment accounting and reporting. There is a tremendous market for this area of focus, including expanding into new clients, as well as competitor replacements. You
- each bullet.
- Skills: maybe combine? But we already have Requirements and Qualifications. Could also have Skills section for technical skills? But we can keep as is.
- Benefits: list of benefits from "Why Life is Better as a FactSetter" and "What's In It For You". We'll extract bullet points.
- Pay: salary range: "The budgeted salary range for this position in the states of Colorado and New York is $80,000-$100,000." We'll put
- each bullet.
- Qualifications: maybe "Desired Skills"? Could be Qualifications. Or we could treat "Desired Skills" as Qualifications. We'll put