Lead, Core Performance & FI Analytics

We need to output HTML fragment with sections: About the role? Actually we have role summary, responsibilities, qualifications (required skills, beneficial skills), benefits, pay, schedule? The posting includes "What's In It For You" which includes benefits description. Also salary range given. No explicit schedule but "Working Environment: Hybrid". That's schedule? It's a work arrangement; could be considered schedule? The instruction: include Pay/Schedule/Benefits sections only if posting actually states them. We have salary range (Pay). We have Working Environment: Hybrid (could be schedule? It's more about work arrangement; but schedule maybe not explicit. Might treat as Schedule? Probably not; schedule would be like full-time, part-time, hours. Not present. So we omit Schedule. Benefits: we have description of benefits (health, life, disability insurance, retirement savings, discounted employee stock purchase program, paid time off, flexible work accommodations, global community volunteerism, career progression, BRGs). That's substantive. So include Benefits section. We need headings:

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use these exact headings? It says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use those headings where appropriate. We have role summary (maybe About the role). Responsibilities: we have Key Responsibilities And Tasks. Requirements/Qualifications/Skills: we have Required Skills and Beneficial Skills. Could combine into Requirements or Qualifications. Probably use Requirements for required skills, and Skills for beneficial? But they said we can use those headings. We'll decide: About the role (role summary). Responsibilities (key responsibilities). Requirements (required skills). Skills (beneficial skills). Benefits. Pay. No Schedule. We must not repeat job title as heading. No Job ID etc. Remove boilerplate like EEO, legal, application instructions, etc. Also remove duplicated lines. Preserve all substantive info. We need to output only HTML fragment, no /, no markdown fences. Let's extract content. About the role: The role summary paragraph: "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." We could also include earlier description about FactSet etc? That's company overview, not role. Probably keep role summary only. Responsibilities: list bullet points from Key Responsibilities And Tasks: - 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. - 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. - 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. - 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. - 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. We need to ensure we keep all. Requirements (Required Skills): list: - 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 Note there is duplicate "Excellent interpersonal skills" appears also earlier; we keep once. Skills (Beneficial Skills): list: - 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 Benefits: from "What's In It For You": - 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. - Learn More About Our Benefits Here . (maybe drop as link) Also mention: "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." That's also benefit? Could include as part of benefits but it's more about company. Might include as part of benefits? It's not a benefit per se but could be included. However we should only include substantive benefit info. We'll include the bullet points above. Pay: Salary range: "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'll put that in a

. We must not include schedule. We need to ensure we don't include boilerplate like EEO, legal, etc. At end there is EEO statement; we must drop. Also drop "Company Overview" maybe not needed as it's not role-specific; but could be considered About the role? Probably not; we should keep only role-specific content. The instruction: 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. The company overview is substantive but not about the role; but it's still part of posting. However they said we should include sections only when posting has real, specific content for it. The company overview is not a section heading we have; we could include it as part of About the role? Might be considered background. But the instruction says use headings for sections like About the role, Responsibilities, etc. It didn't forbid adding extra paragraphs outside those headings? It says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use

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

  for prose. It doesn't forbid other paragraphs outside those headings, but likely they expect we structure using those headings for the relevant sections. The company overview could be placed as a

  before any heading? But they said "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it." So we could include a short

  for company overview if we want. However they also said "Prefer a few substantive sections over many thin ones." So maybe we incorporate company overview into About the role? But About the role is supposed to be role summary; we could add a brief intro about FactSet as part of About the role. That seems okay. Thus About the role section can contain both the role summary and a brief description of FactSet (the first paragraph). Let's include that. We'll craft:

  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.

  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.

  That seems to preserve all. Then Responsibilities

  Responsibilities

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  . Then Requirements

  Requirements

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  for required skills. Then Skills

  Skills

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  for beneficial skills. Then Benefits

  Benefits

  with
  . Then Pay

  Pay

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  . We must not include Schedule. Check for any duplicated lines: we have "Excellent interpersonal skills" appears twice in required skills; we should deduplicate. Also "Strong communication and interpersonal skills" and "Excellent interpersonal skills with a strong sense of initiative, team player" maybe similar but keep both? The first is "Strong communication and interpersonal skills". The later is "Excellent interpersonal skills with