Principal 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 Principal Implementation Specialist will help lead implementation efforts for a business line or product, partnering with the regional Implementation manager to derive and execute best practices for engagements. This role ensures internal product development strategies are effective in the market and that products become easier to deploy over time. Clients rely on the Implementations team to develop and implement solutions for their most complex problems, including large-scale deployments of FactSet software, organizational changes, and enhancing custom processes.

This role works primarily with tools in our performance suite of products, core analytics, and risk tools. Principal Implementation Specialists are subject matter experts combining product and industry knowledge to drive customer success during implementations. You will lead successful client implementations as part of a project team.

Responsibilities

• Produce client-facing communication in coordination with the implementation project manager
• Build and manage implementation scope and effort estimates; collaborate on project plans
• Provide product (functional and technical) guidance on solutioning processes based on customer needs
• Create user workflow specifications and establish priority and direction for technical integration staff on client requirements
• Develop a comprehensive understanding of the technical aspects of the Analytics suite
• Implement new and enhance existing deployments to improve user experience and enable sales opportunities
• Communicate effectively with sophisticated users via a strong understanding of investment principles and their application
• Identify growth strategies by outlining client organizational structures and uncovering additional opportunities during implementation
• Share emerging trends, successes, and areas for improvement with internal teams
• 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
• Facilitate transition from implementation phase to support

Requirements

• At least 7 years of experience working with FactSet’s Analytics tools
• Bachelor's degree required
• Understanding of how clients use FactSet Analytics and Performance Solutions products, including PA (Portfolio Analysis), SPAR (returns-based Style, Performance, and Risk tool), Portfolio Vault & Insight, and Analytics APIs
• Excellent technical background, particularly with writing complex screening codes
• 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 locations: Boston, Chicago, Los Angeles, New York, Norwalk, San Francisco, Toronto. Hybrid working environment. Must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Benefits

• 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 for connection, growth, and belonging

Pay

The budgeted salary range for this position in New York City, Connecticut, and California is $140,000 - $175,000. The budgeted range for this position in Toronto is $150,000 - $195,000 CAD. Salary is based on factors including education, work experience, and certifications. The range may differ in other locations or countries.