Lead, Core Performance & FI Analytics
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate like EEO, legal, application instructions. Must preserve all substantive info.
We need to parse the posting.
Content:
- Intro paragraph about FactSet (company description). Could be "About the role"? Actually "About the role" is typical heading for role summary. The posting includes "Role Summary" after description. So we can have 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."
We also have earlier description about FactSet and team context. That could be part of About the role or maybe a separate "About the company"? Not in allowed headings. We could include it in About the role as prose.
Next sections: Responsibilities: list under "Key Responsibilities And Tasks" with bullet points.
We need to extract each bullet:
- 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.
We need to put each as
- .
Next: Required Skills: list.
From posting:
"Required Skills Bachelor's degree or equivalent experience7–9+ years of relevant experienceStrong communication and interpersonal skillsTechnical and application knowledgeLeadership skillsKnowledge 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"
We need to separate items. Likely each phrase separated by capital letters? We'll parse:
- 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
We'll output as
- each.
Next: Beneficial Skills: list.
From posting:
"Beneficial Skills 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"
We need to split:
- 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
Next: Locations: Boston, MA, Chicago, IL, New York, NY, Norwalk, CT and San Francisco, CA. This could be a section? Not in allowed headings; maybe we can include under About the role or maybe as a separate "Locations" not allowed. Since only allowed headings are those list, we should not create a Locations heading. We could incorporate location info into About the role paragraph or maybe a short
after responsibilities? The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." Location is metadata; we can fold into a short
. Probably after Responsibilities or before Benefits. Next: 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. This is also metadata; we can fold into a short
. Next: What's In It For You At FactSet... includes benefits description. This is Benefits section. We need to extract benefits content. Paragraphs: "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. Learn More About Our Benefits Here ." We need to turn into
- for list of benefits. The text is run together; we need to split into sensible items:
- 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: health, life, and disability insurance; retirement savings plans; discounted employee stock purchase program; paid time off for holidays and family leave.
- Flexible work accommodations to help achieve work/life harmony.
- Global community dedicated to volunteerism and sustainability; collaboration encouraged; individuality drives solutions.
- Career progression planning with dedicated time each month for learning and development.
- Business Resource Groups open to all employees for connection, growth, and belonging.
We'll output as list.
Next: Salary info: "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. 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 a Pay section only if posting actually states them. Yes, salary range is stated. So we create
Pay
withcontaining that info. We should not include filler like "commensurate with experience". We have actual numbers. We should not include Schedule section because not mentioned. We should not include Benefits section if we already have? We have Benefits. We need to ensure we don't include boilerplate like EEO, legal, E-Verify, etc. Remove those lines at end. Also remove "Learn More About Our Benefits Here ." maybe keep as part of benefits? It's a link; we can drop as it's just a reference. Probably drop. Now construct HTML. We'll start with
About the role
thencontaining company intro and role summary. We need to preserve all substantive info; we can combine. Let's craft About the role 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. 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's a lot but okay. Then Responsibilities
Responsibilities
- with each liability.
Then Requirements? The posting has Required Skills and Beneficial Skills. Could combine into Requirements and Qualifications? The allowed headings include Requirements, Qualifications, Skills. We have Required Skills and Beneficial Skills. We could make a
Required Skills
andBeneficial Skills
but those are not in allowed list. Allowed list includes Skills (generic). We could combine both under Skills heading. But we need to preserve all info. We could haveSkills
with two sublists? But instruction: use
- for list of benefits. The text is run together; we need to split into sensible items:
- 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: health, life, and disability insurance; retirement savings plans; discounted employee stock purchase program; paid time off for holidays and family leave.
- Flexible work accommodations to help achieve work/life harmony.
- Global community dedicated to volunteerism and sustainability; collaboration encouraged; individuality drives solutions.
- Career progression planning with dedicated time each month for learning and development.
- Business Resource Groups open to all employees for connection, growth, and belonging.
We'll output as list.
Next: Salary info: "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. 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 a Pay section only if posting actually states them. Yes, salary range is stated. So we create