Build trusted relationships with financial institution clients, understand their goals, improve workflows and product adoption, coordinate internal teams, resolve client issues, support retention and growth, and provide feedback for product improvements. The role also involves managing a multimillion-dollar portfolio, leading client initiatives, and contributing to team development.

Own and grow a Southeast Asia institutional buyside account portfolio for FactSet’s portfolio solutions. Serve as the technical subject matter expert across portfolio construction, research, asset allocation, performance, attribution, risk, fixed income, reporting, and managed services. Qualify opportunities, develop tailored demos, commercialize AI solutions, engage department heads and executives, manage multiple projects, maintain Salesforce, and relay client feedback to product teams.

Lead complex client implementations and transformation programs for FactSet’s buy-side Performance, Analytics, and Risk Solutions. Advise clients on scalable workflows, data integration, solution best practices, training, documentation, and transition to support. Collaborate with project managers, data integration teams, Product Development, and Engineering while managing scope, risks, client communication, and implementation improvements. Identify additional opportunities and ensure high-quality delivery for sophisticated investment professionals.