Associate Director, Core Performance & Fixed Income Analytics - Americas

FactSet • Boston, MA

3d • $156,000 - $195,000 • Hybrid

About The Position

FactSet is seeking a hands-on people manager to lead its Buy-side Managed Services team focused on core performance and fixed income services. The role manages analytics specialists based in the United States and São Paulo, Brazil, who deliver day-to-day managed services, implementations, and solutions for institutional asset managers, wealth managers, and asset owners using FactSet’s Core Analytics product suite.

The Associate Director combines expertise in performance measurement, attribution, and fixed income analytics with experience leading client-facing delivery teams. The role partners closely with clients and with Americas and global Managed Services leadership, Sales, Product Specialists, Consulting, and Engineering. It is part of FactSet’s Services organization, which complements the company’s Data and Software businesses.

The position is based in Boston, Chicago, Colorado (remote), or New York, with a hybrid working environment. For U.S. locations, candidates must be legally authorized to work in the United States without current or future employer sponsorship. The budgeted salary range for Colorado and New York City is $156,000–$195,000.

Requirements

• Bachelor's degree in Finance, Economics, or a related discipline, or equivalent experience.
• 11–13+ years of relevant experience in performance measurement, attribution, fixed income, or portfolio analytics.
• At least 3 years of experience delivering results in a managerial role.
• Experience managing client-facing delivery or managed-services teams; distributed-team experience across locations and time zones is particularly relevant.
• Deep knowledge of performance measurement and attribution methodologies, including equity, multi-asset, and fixed income attribution and duration, yield curve, spread, and allocation/selection effects.
• Deep knowledge of fixed income instruments and analytics.
• Strong technical skills and deep FactSet product knowledge, particularly the Core Analytics suite for portfolio, performance, and fixed income analytics.
• Knowledge of financial instruments and pricing, including equities, bonds, derivatives such as options, futures, and swaps (including CDS, IRS, and TRS), and structured products.
• Strong client-service orientation, initiative, and creative problem-resolution skills.
• Strong communication, relationship-management, and interpersonal skills, including the ability to inspire confidence and remain composed in stressful situations.
• Detailed knowledge of internal management and reporting tools.
• Experience leading transformation using strategy, planning, management, and analytical techniques.
• For U.S. locations, legal authorization to work in the United States without the need for employer sponsorship, now or in the future.

Nice To Haves

• CFA, CIPM, or FRM designation, or participation in one of these programs.
• Portuguese language skills, particularly for collaboration with team members based in São Paulo, Brazil.
• Experience with other performance and attribution platforms or outsourced/managed middle-office operating models.
• Python, SQL, or data science skills.
• Genuine interest in capital markets and portfolio management.
• Flexibility, adaptability, and ability to manage multiple priorities.

Responsibilities

• Lead, coach, and develop a distributed team of performance and fixed income analytics specialists across the United States and Brazil, including workload planning, prioritization, performance reviews, career development, and administrative and logistics needs.
• Drive recruitment, onboarding, and training; develop cross-training and succession across the two locations.
• Foster a collaborative and accountable team environment across time zones and serve as the team's senior escalation point.
• Partner with Americas and global Managed Services leadership on capacity planning, staffing, team KPIs, and alignment with department and business objectives.
• Own the quality and timeliness of managed-services delivery, including recurring production processes, performance measurement and attribution, client reporting, and client-specific workflows.
• Maintain relationships with senior client stakeholders in middle and front office; conduct service reviews, manage escalations, and ensure service levels and client expectations are met.
• Serve as a subject matter expert on FactSet Core Analytics and performance and fixed income analytics methodologies; support implementations, solution optimization, and consultancy engagements as needed.
• Collaborate with Sales, Product Specialists, and Consulting on renewals, scope changes, and new managed-services opportunities.
• Lead projects to standardize, automate, and scale production and client-service processes, and deliver efficiency improvements.
• Define and track team KPIs for quality, timeliness, capacity, and client satisfaction using FactSet internal management and reporting tools.
• Partner with Product and Engineering to channel client feedback and prioritize improvements to analytics products and managed-services tooling.
• Contribute to the broader Managed Services transformation agenda, including strategy, planning, and operating model.
• Monitor industry best practices, regulatory developments, and market trends in performance, attribution, and fixed income analytics, applying relevant developments to client service and solution delivery.

Benefits

• Health, life, and disability insurance.
• Retirement savings plans.
• 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.
• Dedicated monthly time for learning and development and career progression planning.
• Business Resource Groups open to all employees.
• Volunteerism and sustainability community.

What This Job Offers

• Job Type: Full-time
• Career Level: Director