Lead, Core Performance & FI Analytics
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should map sections accordingly. We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO etc. Keep substantive info.
We need sections only when posting has real specific content. So we can have:
- About the role (maybe from Role Summary)
- Responsibilities (Key Responsibilities And Tasks)
- Requirements (Required Skills)
- Skills (maybe combine Required and Beneficial? But they said Skills heading for skills. Could have Skills for required skills, and maybe Beneficial Skills as separate? But they said prefer few substantive sections over many thin ones. Could combine Required and Beneficial into Skills? But they said Skills heading for skills. Could have Skills covering both required and beneficial? Might be okay. However they also have Qualifications heading maybe for education/experience. Could separate.
We need to follow instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can use those exact headings if content exists.
Thus:
- About the role: from Role Summary paragraph(s).
- Responsibilities: from Key Responsibilities And Tasks.
- Requirements: maybe from Required Skills (including degree, years experience, etc.)
- Qualifications: maybe from Beneficial Skills? Or could treat Qualifications as education/experience? But we already have Required Skills includes education/experience. Could put Qualifications for beneficial skills? Might be okay.
- Skills: maybe combine technical skills? But we already have Required Skills includes technical and application knowledge etc. Could just have Skills for technical skills (Excel, Python, etc.) but we have many.
Better: Use sections:
About the role
About the role
... (Role Summary)
Responsibilities
- ... each responsibility
Requirements
- ... each required skill bullet
Qualifications
- ... each beneficial skill bullet
Skills
maybe not needed if we already covered. But we could omit Skills if content duplicated. However instruction: prefer few substantive sections over many thin ones. Could combine Requirements and Qualifications into one? But they gave examples; we can still use both if content distinct. We also have Locations, Working Environment, What's In It For You (Benefits), Pay (salary range), Schedule? Not given schedule specifics; only Hybrid working environment. Could treat Working Environment as maybe Schedule? But they said include Schedule only if posting states it. Not present. So we omit Schedule. Benefits: from What's In It For You (health, retirement, etc.) and also mention salary range as Pay. Thus:Benefits
- ... benefits
Pay
Salary range $106,000-$120,000 for CA, CT, NY; may differ elsewhere.
Locations: maybe not a standard heading but could be included as part of About the role? Not required. Could add afor Locations. Working Environment: maybe as part of Benefits? Could add a
Hybrid work arrangement. We must not invent placeholders. Ensure we preserve all substantive info. Let's extract content. Role Summary paragraph(s): "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." We need to avoid duplication: there is "Role Summary" repeated. We'll combine. Now Responsibilities bullet list: From "Key Responsibilities And Tasks": - 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. Now Required Skills bullet list: From "Required Skills": - 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 "Excellent interpersonal skills" appears twice? We have Strong communication and interpersonal skills, and Excellent interpersonal skills with a strong sense of initiative, team player. We'll keep both as separate bullets. Now Beneficial Skills bullet list: From "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 Now Locations: "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." What's In It For You (Benefits): - 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 can drop the link) - 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 Company Overview: maybe we can include as About the company? Not required heading but could be part of About the role? Might be extra. But we can include as a brief paragraph under About the role? However we already have a lot. Might be okay to add a separate section "About FactSet" but not in allowed headings list. Could incorporate into About the role? The instruction says use headings e.g. About the role, Responsibilities, etc. Not strict to only those; they are examples. Could add other headings if needed but better to stick to those. We have Pay section for salary range. We have Benefits section for the other benefits. We have Locations maybe as a paragraph. We have Working Environment maybe as a paragraph. We must not include boilerplate like EEO etc. At end there is EEO statement; we must remove. Now construct HTML. We'll start with
About the role
... (the role summary paragraph(s) but we need to avoid repeating "Role Summary" phrase). We'll combine the descriptive paragraphs before "Role Summary". Let's craft a concise but preserving all info. We'll take the first big paragraph up to "Role Summary". Actually the text includes many sentences; we can keep them. We'll output:
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