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 their expectations.
FactSet creates flexible, open data and software solutions for over 162,000 of investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make crucial decisions.
For over 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 37 offices in 20 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 90% of clients who use FactSet continue to use it, year after year.
PROCESS BRIEF/ SUB-PROCESS BRIEF
FactSet’s Product Development department is responsible for implementing new products and enhancing existing ones. The mission of the department is to deliver simple, world-class solutions by collaborating with clients to understand their needs, with cross-functional project teams to share those insights, and with Sales to bring our solutions to market.
The Analytics group develops applications and solutions which facilitate tasks for portfolio managers, researchers, risk analysts, and performance analysts. Group members have strong financial backgrounds and understand the workflow of each of these investment professional types.
JOB RESPONSIBILITIES
- Be the first line of defense to answer questions related to Portfolio Analytics related products from sales/consulting and reconciliation team
- Identify and respond to client demand for new initiatives and enhancements to analytics solutions
- Participate in product focused rotations designed to teach the portfolio management process and provide exposure to multiple aspects of the Portfolio Analysis application
- Develop requirements’ specifications from business requirements and help engineering/QA to understand the same.
- Work with the design team to develop Portfolio analytics related application’s features
- Work with engineers to fix bugs, test enhancements, and manage releases and client migrations
- Work with Knowledge Management team to help write documentation as well as internal and external client communications
- Work with the Quality Assurance team to help ensure the ongoing quality of the Portfolio Analysis products
- Actively manage and share ideas to improve work processes and output
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Desired Attributes –Skills required, Education & Experiences- MBA Finance or master’s degree in some combination Mathematics/Statistics/Finance
- 2-5 years of experience dealing with portfolio analysis/equity analysis/fixed income analysis at both conceptual and application level
- Articulate communicator, with excellent language skills – both oral and written
- Has good understanding of financial clients’ needs and workflows
- Liaise effectively (both written and oral) with engineers and data providers
- Ability to work independently and within a group
- Interest in learning modern technologies/knowledge
- Basic understanding of SDLC (Software Development Life Cycle) & PDLC (Product Development Life Cycle)
- Prominent level of motivation
- Proficiency with Excel
- Open for flexi hours as per business need
Company Culture and Benefits: At our organization, we foster a collaborative and inclusive culture that encourages growth and innovation. We offer competitive benefits and provide ample opportunities for professional development, paving the way for exciting career advancement within the Financial-Technology industry.
Diversity At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.
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Company Overview:
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.