
Support Specialist, Institutional Buy Side Specialty Support
2 weeks ago
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.
Responsibilities
- Build specialist knowledge of the Analytics solutions across the Portfolio Life Cycle and a thorough understanding of how and why clients use them
- Build deeper expertise in one or more analytics product areas (Quant, Risk, FI) while providing industry-leading service to our sophisticated users and internal stakeholders.
- Assess risk and opportunities at specific analytics accounts and engage proactively to mitigate risk, understanding account strategy, secure business and develop opportunities
- Undertake optimization projects to enhance existing client processes, further embed Analytics solutions, increase usability and ultimately increase client usage and satisfaction
- Document client processes, create procedures and guidelines to share with account teams
- Act as an essential resource for Analytics projects that arise from Sales & Client Consulting engagements with Analytics clients.
- Partner with Sales to advance growth opportunities on your assigned accounts
- Ensure high level of broad analytics expertise in local Client Consulting team through regular product updates, education events
- Focus on retaining existing Analytics ASV in collaboration with Sales, Specialists and Client Consulting
- Develop and maintain up-to-date knowledge of finance industry, current market trends and economic factors in order to maintain competitive edge and form client solutions strategies
You will work alongside Sales and Client Consulting as well as Buy-Side Sales Specialists on providing solutions and assisting existing and new clients. You will work with clients directly as well as offer advice and support internally within the RCS group.
**Required Skills**:
- Bachelor's degree required
- 1-3 years of relevant experience preferred
- A minimum of 18-month tenure in FactSet
- Data-savvy, technical acumen and analytical problem-solving
- Strong communication and interpersonal skills
- Flexibility/Adaptability/Managing Multiple Priorities
- Enthusiasm, can-do attitude, and a strong sense of initiative
- Working knowledge of Investment Management workflows
- Knowledge of financial industry preferred - CFA chartered holder is an advantage
- Proficiency with, or a desire to learn Python
- 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 atand follow us on- X
and- LinkedIn
.
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