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Lead Implementation Specialist

FactSet Research Systems

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At a glance

Compensation
No compensation found
Location
NEW YORK, NY
Work Authorization
Not specified

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Job overview

The Lead Implementation Specialist is a subject matter expert who deploys FactSet products through high-value projects and engagements. The role independently implements workflows, contributes to department leadership decisions, and may support pre-sales solutioning. Specialists work on implementations, solution optimization, and other complex projects, partnering with clients and internal teams to improve deployments and processes.

Skills & qualifications

RequiredNice to have

Skills

Investment PrinciplesPerformance WorkflowsTechnical ProficiencyComplex Screening

Qualifications

Bachelor's/Master's in Finance, CS, IS, Engineering, or Related Technical Discipline6+ Years FactSet Analytics Tools Experience

Full job description

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. The Lead Implementation Specialist is a subject matter expert in one or more of FactSets products, tasked with deploying FactSets 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 departments 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!What You'll Do * 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 FactSets 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 opportunitiesWhat We're Looking ForRequired Skills * 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 FactSets Analytics tools * Strong knowledge of performance workflows * Strong technical background * Proven technical proficiency particularly with writing complex screening

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