Act as the primary resource for the implementation process of client portfolio data
Partner with technical and financial client contacts, as well as FactSet Analytics Specialists to translate the client s investment universe and reporting requirements into data specifications
Ensure client data is complete and accurate while improving quality and addressing data integrity issues
Become familiar with third-party accounting systems, order management systems, custodians, and other platforms/vendors that make up our clients technology landscape
Oversee and improve existing data integration processes between clients and FactSet
Occasionally travel to client sites during major implementations
Required Skills
Proven ability to meet deadlines and multitask on a significant volume of simultaneous requests, projects, and other initiatives without a decline in quality of output
Excellent technical skills and deep FactSet product knowledge (if internal) or understanding of complex financial assets and instruments (if external)
Proficiency in working independently on both technical and financial aspects of projects
If internal, experience in working with CDI and FactSet tools to integrate and manage data feeds
Enthusiasm and desire to learn new skills, and a strong sense of initiative
Robust communication and interpersonal skills
Two years of FactSet or related industry experience, including fund accounting, fintech, financial data, or similar.
