Lead, Core Performance & FI Analytics

We need to output HTML fragment with sections: About the role? The posting includes "Role Summary", "Key Responsibilities And Tasks", "Required Skills", "Beneficial Skills", "Locations", "Working Environment", "What's In It For You". Also salary range. We must use

for section headings. Use

• for any list of duties/requirements/benefits, and

  for prose. Do NOT repeat job title as heading. Do NOT put Job ID / requisition numbers as headings. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. We need to decide which sections to include: About the role (maybe from Role Summary), Responsibilities (Key Responsibilities And Tasks), Requirements (Required Skills), Qualifications (maybe combine Required Skills?), Skills (maybe Beneficial Skills?), Benefits (What's In It For You), Pay (salary range), Schedule (maybe Working Environment includes hybrid). The instruction: "Prefer a few substantive sections over many thin ones." So we could combine some. We must not create sections with filler. Ensure each heading has substantive content. We need to output only HTML fragment, no /, no markdown fences. Let's extract content: Company description: FactSet creates flexible... (first paragraph). Could be part of About the role? Actually "About the role" maybe includes role summary and company context. But we can include a section "About the role" with the role summary paragraph(s). The role summary: "We are looking for a Specialty Services Lead to join our Middle Office Managed Services team in the USA – an individual who is enthusiastic, intellectually curious and takes pride in the work they do. We offer the opportunity to become a subject matter expert in the FactSet Core Analytics products suite and solutions by bridging the gap between investment and software professionals. The role requires collaborative partnership with a diverse range of stakeholders including client representatives, sales, product specialists and engineers." Also earlier paragraphs about FactSet and team description could be part of About the role or maybe omitted? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep the company description? It's substantive but maybe not required for role. However we can include it in About the role as context. It's not boilerplate. So include. Responsibilities: list bullet points under Key Responsibilities And Tasks. We'll convert each bullet to

• . Required Skills: list bullet points. Beneficial Skills: list bullet points. Locations: list of cities. Working Environment: Hybrid. What's In It For You: list of benefits. Salary: budgeted salary range for this position in the state of California, Connecticut, and New York is $106,000-$120,000. Also note may differ elsewhere. We need to decide sections: maybe "About the role", "Responsibilities", "Requirements", "Preferred Qualifications" (or "Beneficial Skills"), "Location & Work Arrangement", "Compensation & Benefits". But we must not create Pay/Schedule/Benefits sections unless posting actually states them. It does state salary range and benefits, so we can have a "Compensation and Benefits" section. We need to avoid filler like "commensurate with experience". Not present. We must not repeat job title as heading. Not include. We must not put Job ID/requisition numbers as headings. None. We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. At end there is EEO statement and E-Verify. Remove that. Also remove "Learn More About Our Benefits Here ." maybe keep as part of benefits? It's a link; we can keep the sentence but it's not substantive? Might be considered boilerplate. Safer to remove that line. Also remove "Company Overview" maybe? It's substantive but could be part of About the role. We'll keep it. We need to preserve ALL substantive information; so we need to keep company overview details (S&P 500, clients, etc). That's substantive. Thus About the role section will include the initial paragraphs about FactSet, team description, role summary. Now format. We'll produce:

  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. 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. In today’s rapidly evolving financial landscape, middle office teams within investment firms face increasing challenges, balancing routine operational tasks with demands for strategic business development. To enhance operational efficiency amid this growing market complexity, more organizations are turning to FactSet. Our Client and Managed Services team harnesses our advanced, proprietary middle office solutions and technology to empower our customers. With our dedicated experts, clients can adeptly manage complex workflows, maintain high data quality, and gain timely access to actionable information. By partnering with FactSet, clients transfer key functions of their business to us, enabling them to concentrate their internal resources on vital business development activities. In this team you will be working with our sophisticated financial software solutions. You will be the essential link between investment professionals and FactSet's software. Combining a thorough understanding of finance and technology with specific expertise in the FactSet platform, you will help clients streamline the research and analysis process. As part of this fantastic team, you will offer an unparalleled level of service along with insight into the intricacies and functionality of the FactSet platform. FactSet's business is based on 3 main pillars: Data, Software and Services. You will be part of the vital Services team that supplements the Data and Software business of our company. Role Summary We are looking for a Specialty Services Lead to join our Middle Office Managed Services team in the USA – an individual who is enthusiastic, intellectually curious and takes pride in the work they do. We offer the opportunity to become a subject matter expert in the FactSet Core Analytics products suite and solutions by bridging the gap between investment and software professionals. The role requires collaborative partnership with a diverse range of stakeholders including client representatives, sales, product specialists and engineers.

  Then Responsibilities:

  Responsibilities

  • Client Retention & Support: Lead Specialty Services retention efforts through both reactive and proactive client support, time-intensive projects, and complex problem solving. Proactively prioritize requests, issues and problems to ensure the smooth execution of clients' production processes and workflows. Analyze and resolve complex business issues related to clients' investment portfolios, financial data, analytics, and workflows, with close collaboration with the middle and front office of institutional asset managers, wealth managers and asset owners.
  • Best Practices & Product Enhancement: Actively contribute to and validate best-practices initiatives, product improvements, and workflow enhancements for specialty clients. Leverage excellent knowledge of FactSet product functionalities, methodologies, and industry-specific principles to deliver creative solutions and optimizations across implementations, managed services, and consultancy engagements.
  • Commercial Growth: Maintain a commercial focus to identify opportunities for regional ASV growth within Managed Services. Apply a strong aptitude for gathering and understanding requirements to address client-specific business needs efficiently and identify areas for expanded engagement.
  • Internal Collaboration & Mentorship: Collaborate with, mentor, train, and support other client-facing teams at FactSet, while acting as a subject matter expert escalation point for internal teams such as Support and Sales. Work closely with cross-functional stakeholders including Consulting, Product, Engineering, and Strategy.
  • Industry Knowledge & Thought Leadership: Develop and maintain up-to-date knowledge of the asset management industry, current market trends, and economic factors to maintain a competitive edge and advance Specialty Services value-add strategies.
  Then Requirements (Required Skills):

  Requirements

  • Bachelor's degree or equivalent experience
  • 7–9+ years of relevant experience
  • Strong communication and interpersonal skills
  • Technical and application knowledge
  • Leadership skills
  • Knowledge of financial products and instruments
  • Proficiency in Excel and financial formulas
  • Enthusiasm for working closely with investment professionals
  • Strong analytical and critical thinking abilities
  • Excellent interpersonal skills with a strong sense of initiative, team player
  Then Preferred Qualifications (Beneficial Skills):

  Preferred Qualifications

  • Financial background in the Asset Management industry
  • Genuine interest in capital markets and portfolio management
  • Experience with Performance Measurement & Attribution, or Risk Management
  • Interest and affinity to work with software, data and analytics
  • Financial instruments pricing knowledge, including standard Stock and Bonds assets as well as derivative products such as Options, Futures, Swaps (e.g. CDS, IRS, TRS), Structured Products, etc.
  • Python and data science skills would be considered a plus
  • Participation in the CFA Program or FRM Program
  Then Location & Work Arrangement:

  Location & Work Arrangement

  • Locations: Boston, MA, Chicago, IL, New York, NY, Norwalk, CT and San Francisco, CA
  • Working Environment: Hybrid
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
  Then Compensation & Benefits:

  Compensation & Benefits

  What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter 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, 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 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.

  • Salary: The budgeted salary range for this position in the state of California, Connecticut, and New York is $106,000-$120,000. Please note: the salary range may differ in other locations or countries.
  We need to ensure we didn't include boilerplate like "Learn More About Our Benefits Here ." We omitted. Check for any duplicated lines: we have not. Check for any filler like "commensurate with experience": none. Check for any placeholder like "not specified": none. Check for any mention of Pay/Schedule/Benefits sections: we have Compensation & Benefits includes salary and benefits.