Implementation Specialist

About the role

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. We are seeking a highly motivated and client-focused Implementation Specialist to join our Client Services/Implementation team and lead software implementation projects for hedge funds, asset managers, banks, and brokers. This role requires strong project management, technical aptitude, and communication skills to successfully onboard clients and deliver exceptional service.

You will work closely with clients, project managers, developers, and external technology partners to configure solutions, streamline workflows, and ensure successful deployments.

Responsibilities

• Manage end-to-end client implementation and onboarding projects.
• Gather business requirements and translate them into system configurations.
• Configure trading environments, user accounts, permissions, and workflows.
• Coordinate with brokers, custodians, and third-party vendors throughout implementation.
• Partner with Product and Engineering teams to deliver client-specific enhancements.
• Create functional documentation, implementation plans, and operational runbooks.
• Deliver onsite and virtual training sessions for traders, portfolio managers, operations, and compliance teams.
• Configure trade routing, end-of-day processing, and integration workflows.
• Build and maintain strong client relationships while providing post-implementation support.
• Identify opportunities to improve client adoption and overall user experience.
• Manage multiple concurrent projects while meeting deadlines and maintaining high-quality standards.

Qualifications

• Bachelor's degree or equivalent experience.
• 3–5 years of experience in financial technology, software implementations, or client-facing technical support.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• Experience managing multiple client projects simultaneously.
• Knowledge of SQL and relational databases.
• Strong technical aptitude with the ability to quickly learn new technologies.
• Ability to work collaboratively in a fast-paced environment.

Skills

• Customer-first mindset with exceptional relationship-building skills.
• Strong organizational and project management abilities.
• Attention to detail and a commitment to delivering high-quality client experiences.
• A proactive approach to solving complex technical and business challenges.
• The ability to remain calm under pressure while managing competing priorities.

Preferred Experience

• Experience with an OMS, EMS, or PMS platform.
• Working knowledge of the FIX Protocol.
• Experience with Java and/or Python.
• Understanding of financial markets, trading workflows, and the investment management industry.

Location & Schedule

New York, NY

Hybrid working environment.

For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Benefits

• Health, life, and disability insurance.
• Retirement savings plans and a discounted employee stock purchase program.
• Paid time off for holidays, family leave, and company-wide wellness days.
• Flexible work accommodations to support work/life harmony.
• Global community dedicated to volunteerism and sustainability.
• 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.

Pay

The budgeted salary range for this position in New York is $112,000 - $140,000. Salary is based on several factors including but not limited to education, work experience, and certifications.