Role/Department Description:
About FactSet
FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications and industry-leading services for investment and corporate communities. As a publicly traded company (NYSE: FDS | NASDAQ: FDS) part of S&P 500, 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. FactSet creates and delivers flexible, open data and software solutions for over 180,000 investment professionals around the globe. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading services from dedicated specialists.
Values that define our culture
We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe. Our inclusive work environment maximizes our diversity values, engagement, productivity, and ultimately makes FactSet a fun place to work.
Department Brief
In today's rapidly evolving financial landscape, middle office teams within investment firms face increasing challenges, balancing routine operational tasks with demands for strategic business development. To enhance operational efficiency amid this growing market complexity, more organizations are turning to FactSet. Our Client and Managed Services team harnesses our advanced, proprietary middle office solutions and technology to empower our customers. With our dedicated experts, clients can adeptly manage complex workflows, maintain high data quality, and gain timely access to actionable information. By partnering with FactSet, clients transfer key functions of their business to us, enabling them to concentrate their internal resources on vital business development activities.
Your Team's Impact
In this team you will be working with our sophisticated financial software solutions. You will be the essential link between investment professionals and FactSet's software. Combining a thorough understanding of finance and technology with specific expertise in the FactSet platform, you will help clients streamline the research and analysis process. As part of this fantastic team, you will offer an unparalleled level of service along with insight into the intricacies and functionality of the FactSet platform. FactSet's business is based on 3 main pillars: Data, Software and Services. You will be part of the vital Services team that supplements the Data and Software business of our company.
Role Summary
We are looking for a Senior Technology Consultant to join our Buy-side Client and Managed Services team in Sao Paulo - an individual who is enthusiastic, intellectually curious and takes pride in the work they do. We offer the opportunity to become a subject matter expert in the FactSet Core Analytics products suite and solutions by bridging the gap between investment and software professionals. The role requires collaborative partnership with a diverse range of stakeholders including client representatives, sales, product specialists and engineers.
As a member of our team, you will be working with some of the biggest names in the global Asset & Wealth Management Industry on B-One - a sophisticated financial software solution for Performance and Statistics Measurement, Attribution and GIPS in 4 main areas:• Pre-Sales activities
You will be taking part in many core components of our Specialty Sales process, supporting the global team in activities including Preparation of detailed POCs (Proof of Concepts) using client's data and creation of RFPs (Requests for Proposal).• Client Implementations
You will be working with our global professional services teams on implementing the solution on both - on premise or hosted on AWS (Amazon Web Services) - environments. The process will follow a project plan and tasks will involve gathering initial requirements, making all the necessary configurations, loading market data and the client's portfolio data, testing, results reconciliation, training and all the required steps for completion of the implementation according to client requirements.• Assisting our clients in Production
You will be working closely with business stakeholders on client side (such as business analysts from Performance and Reporting teams) to help them with their business requests, questions, and queries.• Managed Services
You will act as a qualified dedicated resource helping our clients scale and maximize the value received from the solution while building a strong relationship with some of FactSet's biggest clients. As part of the role, you'll need to understand the business context of our clients and provide advice, guidance, and training. The main goal of the service is to deliver high quality performance numbers, ensuring all steps of the calculation workflow - from data in to results our - are flawlessly executed.
Key Responsibilities and Tasks:• Working directly with our clients on designing, implementing and supporting various technical solutions including but not limited to ETL, processing and extracting of datasets and reporting.
• Familiar with all the functionalities of the product, including the different modules and methodologies, focusing more on its technical aspects such as:
• System Architecture
• Application Server setup
• Database maintenance and performance optimization
• Database development work for Oracle, MS SQL and PostgreSQL
• Web Services & APIs
• Working with our global team of consultants, as well as interacting with our clients supporting them in their daily operations.
• Analyzing and solving complex technical issues related to a client's full stack.
• Directly collaborating with product & engineering teams.
• Understanding the financial logic behind the different modules and financial methodologies.
Desired Qualifications, Skills & Experience• University degree in Computer Science, Engineering, IT, Finance, Economics, Mathematics or related industry discipline.
• 2+ years of professional experience in relevant field.
• Good communication skills in client-facing situations.
• Good analytical thinking and problem-solving skills.
• Team Player.
• Fluency in English, written and spoken is a must.
Aptitudes in the below areas will give you an advantage over others, but are not obligatory:• SQL and Database experience.
• Sysadmin or programming experience.
• Any experience in Financial Reporting or Business Intelligence Systems.
• Interest in capital markets, portfolio management, financial instruments.
Job location: Hyderabad & Manila.
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Returning from a break?
We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. •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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