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. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding our expectations. Your Team's Impact The Data Solutions group is responsible for the growth of FactSet’s DataFeed (off-platform) products and solutions. Our aim is to consult & organize our client’s data consumption processes with FactSet proprietary and industry standard delivery solutions. Pricing and Reference Data (PRD) is foundational data used to identify, describe and value financial instruments, such as stocks, bonds, derivatives, and currencies. PRD is required for workflows across the entire investment process, including trade execution, portfolio management, risk management, compliance, investment accounting and reporting. There is a tremendous market for this area of focus, including expanding into new clients, as well as competitor replacements. What You'll Do As a PRD Content SME, you’ll play a critical role in strengthening FactSet’s Pricing and Reference Data offerings by ensuring the depth, quality, and utility of our data content. You will have significant influence over the way clients and internal teams utilize financial instrument data, supporting vital workflows across the investment lifecycle such as including trade execution, portfolio management, risk management, compliance, investment accounting and reporting. You’ll serve as a subject matter authority on PRD content (including instrument identifiers, pricing, entity reference, symbol cross-referencing, terms and conditions, corporate actions, and derived analytics) and act as a primary resource to both client-facing and product teams. You’ll advocate for best practices, deliver targeted solutions and insights, and champion rigorous standards around our financial data universe.

Requirements

  • Bachelor’s Degree required.
  • 9+ years of extensive, hands-on experience with financial instruments (stocks, fixed income, derivatives, FX, commodities, etc.).
  • Experience with SQL, Python or other data modelling and scripting tools.
  • Experience working with large, complex, and multi-asset class datasets.
  • Proficiency with screening logic and data extraction techniques.
  • Proficiency in Excel, including advanced functions for data manipulation and analysis.
  • Prior experience in a client-facing or consulting role within financial data or analytics industry.
  • Knowledge of industry standards for securities identifiers (ISIN, CUSIP, SEDOL, etc.) and reference data management.
  • 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

  • Familiarity with FactSet proprietary coding.
  • Demonstrated organizational and project management skills to lead and coordinate multiple initiatives and tasks.
  • Aptitude for troubleshooting data issues, resolving mismatches, and integrating feeds appropriately.
  • Strong attention to detail and commitment to data accuracy and integrity.
  • Effective communication and stakeholder management skills, with the ability to explain complex concepts clearly to diverse audiences.
  • Self-starter, proactive mindset, and a collaborative approach to problem-solving.
  • Genuine interest in financial markets and data – staying current with market developments and data standards.
  • Certification or coursework in financial analysis, project management, or data-related disciplines (CFA Program, PMI, AWS Cloud Practitioner, etc.).

Responsibilities

  • Serve as the internal and external point of expertise for PRD data content, providing guidance on instrument structures, identifiers, data definitions, and quality standards.
  • Apply FactSet proprietary coding and screening expertise to support client technical and workflow needs, translating business objectives into data logic and queries.
  • Consult with clients, product managers, and engineering teams to advise on PRD content, data enrichment opportunities, and analytic use cases.
  • Close collaboration with DSO Implementation and with Level 2 Data Excellence teams.
  • Prepare sample files, lead client demonstrations, and assist in complex workflow design using FactSet proprietary technologies and data solutions.
  • Proactively identify gaps, enhancements, and trends in financial data and report recommendations to product and data management teams.
  • Troubleshoot data issues, reconcile mismatches, and resolve challenges with feed integrations to maintain consistency and reliability.
  • Develop training materials and deliver sessions (internal and external) to promote understanding of PRD content, screening logic and optimal workflow integration.
  • Deliver ongoing education and mentorship for colleagues and clients—helping them better leverage core PRD capabilities.
  • Manage documentation, data standards, and process improvements for PRD content across the organization.
  • Contribute to product development initiatives and fact-finding for new data features and content launches.
  • Client relationship management.
  • Day-to-day client engagement.

Benefits

  • The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
  • Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, and family leave.
  • Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
  • A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
  • Career progression planning with dedicated time each month for learning and development.
  • Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
  • Learn more about our benefits here.
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