Lead Implementation Specialist

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, expressing how we act and operate, serving as a compass in decision-making, and playing a key role in how we treat each other, our clients, and our communities.

About the role

The Lead Implementation Specialist is a subject matter expert in one or more of FactSet’s products, tasked with deploying FactSet’s products by delivering on high-value projects and engagements. This role requires the ability to independently implement many workflows and contribute to the department’s leadership team with decision-making in areas of expertise. Lead Implementation Specialists may also be involved in the pre-sales solutioning process to ensure successful engagements and collaborate with and mentor junior team members.

Implementation Specialists work on project-based initiatives, including implementations, solutions optimization, and other time and knowledge-intensive projects. They may be utilized on larger and more complex engagements and serve as mentors for junior team members. The Implementations team partners with clients to support complex organizational changes, drive enterprise deployments of FactSet solutions, manage restructures, and implement process improvements.

This role involves working with core analytics tools such as PA (Portfolio Analysis), SPAR (Style, Performance, and Risk tool), Portfolio Vault & Insight, Portfolio Batcher, Publisher, and Analytics APIs.

Responsibilities

• Provide product (functional and technical) guidance on solutioning processes based on customer needs.
• Effectively communicate with sophisticated users via a strong understanding of investment principles and their application in the industry.
• Create user workflow specifications, custom report specifications, and establish priority and direction for technical integration staff on client requirements.
• Identify growth strategies by outlining client organizational structures and uncovering additional opportunities during implementation.
• Study client workflows and partner with Product Development and Engineering to enhance FactSet’s products.
• Provide user training and support the development of training programs.
• Produce client-facing communication to facilitate the transition from the implementation phase to support.
• Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities.

Requirements

• Bachelor/Master degree or equivalent in Finance, Computer Science, Information Systems, Engineering, or other related scientific or technical discipline.
• At least 6 years of experience working with FactSet’s Analytics tools.
• Strong knowledge of performance workflows.
• Strong technical background with proven proficiency in writing complex screening codes.
• Understanding of how clients use FactSet Analytics and Performance Solutions products.
• CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred.
• Extremely detail-oriented with the ability to see the big picture.
• Enthusiastic with a keen sense of initiative and a desire to take ownership.
• Willingness to travel.

Job location: Boston, Chicago, Los Angeles, New York, Norwalk, San Francisco, Toronto, CAD. 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.

Benefits

• Opportunity to join an S&P 500 company with over 45 years of sustainable growth.
• Support for total well-being, including 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, serving as a catalyst for connection, growth, and belonging.

Pay

The budgeted salary range for this position in New York City, Connecticut, and California is $120,000-$150,000. The budgeted range for this position in Toronto is $120,000 - $160,000 CAD. Salary is based on several factors including education, work experience, and certifications.