Lead Implementation Specialist
About The Position
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 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. The Lead Implementation Specialists should be able to independently implement many workflows. Lead Implementation Specialists are contributing members of the department’s leadership team and are looked to for decision making in their areas of expertise. In many cases, Lead Implementation Specialists are involved in the pre-sales solutioning process to ensure successful engagements. Lead Implementation Specialists should collaborate with and mentor junior members of the implementation specialist. All work done by Implementation Specialists is project-based and may include implementations, solutions optimization, and other time and knowledge-intensive projects. Implementation Specialists may be utilized on larger and more complex engagements and may serve as mentors for more junior members of the team. Our Implementations team is an essential partner to our clients to support complex changes across their organizations, drive enterprise deployments of FactSet solutions, manage organizational restructures, and implement process improvements. We work with all core analytics tools, such as PA (Portfolio Analysis), SPAR (our returns-based Style, Performance, and Risk tool), Portfolio Vault & Insight, Portfolio Batcher, Publisher, Analytics APIs, to name a few. As our mandate continues to grow, we are looking for eager, exceptionally talented individuals to join our team!
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
- Proven technical proficiency particularly with writing complex screening codes
- Understanding of how clients use FactSet Analytics and Performance Solutions products
- 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
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Nice To Haves
- CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred
Responsibilities
- Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
- Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry
- Create user workflow specifications, custom report specifications, establish priority and direction to technical integration staff on client requirements
- Identify growth strategies by outlining client organizational structures and uncovering additional opportunity during the implementation process
- 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 transition from implementation phase to support
- Create user workflow specifications, custom report specifications, establish priority and direction to technical integration staff on client requirements
- Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities
- Provide user training and support the development of training programs
- Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities
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
- Career progression planning with dedicated time each month for learning and development.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
