Principal Implementation Specialist

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. 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 on best practices for engagements within their mandate. This role ensures that internal product development strategies are working in the market and that products get easier to deploy over time.

Clients look to the Implementations team to develop and implement solutions that solve their most complex problems, including large-scale deployments of FactSet software, organizational changes, and enhancing custom processes. The role works primarily with tools in our performance suite of products as well as core analytics and risk tools. Principal Implementation Specialists are subject matter experts, combining product and industry knowledge to ensure customer success during implementations.

Responsibilities

• Produce client-facing communication in coordination with the implementation project manager
• Build and manage implementation scope and effort estimates; collaborate on building 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 create a better user experience and enable sales opportunities
• Effectively communicate with sophisticated users via a strong understanding of investment principles and their application in the industry
• Identify growth strategies by outlining client organizational structures and uncovering additional opportunities during implementation
• Share emerging trends, what is working well, and areas for improvement
• 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

Skills

• Proven technical proficiency
• Strong understanding of investment principles and their application in the industry
• Ability to lead and collaborate within a project team

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

Pay

The budgeted 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 several factors including education, work experience, and certifications.

Schedule

Hybrid work environment

Job locations: Boston, Chicago, Los Angeles, New York, Norwalk, San Francisco, Toronto, CAD. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.