Buyside Middle Office Product Specialist

4 days ago


Sydney, New South Wales, Australia Factset Research Systems Full time

Buy-side Middle Office Product Specialist - Australia and New Zealand

This role reflects FactSet's conviction in approaching our clients with a good understanding of their business models and workflows to accelerate the growth of our middle office Portfolio analytic solutions including Risk, Performance & Attribution, and Reporting.

The Product Specialist will work closely with the RCS team to establish plans and strategies to maximize Annual Subscription Value (ASV) growth in assigned accounts with a specific emphasis on middle office workflows for different types of firms. The role will be to execute a client-centric approach and exhibit enterprise solution selling techniques.

Key Responsibilities:
- Collaborate with generalist sales and other specialists to generate sales leads for middle office products.-
- Product Specialists will be expected to facilitate both retention and expansion within their assigned clients.-
- Maintain a high level of sales activities, tracking sales efforts and client intelligence in Salesforce.Increase client awareness about FactSet's middle office solutions.-
- Create tailored product demonstrations to highlight value add of analytics products to meet specific investment management needs.-
- Manage and run effective trials to ensure our best chance at a successful opportunity win.-
- Organize and prioritize feedback for enhancements to Product Management that will help FactSet to maintain its competitive advantage.-
- Build expertise in FactSet's competitor landscape (BlackRock Aladdin, Bloomberg, MSCI, Morningstar, etc).-
- Organize and prioritize feedback for Product Development, suggesting enhancements that will maintain FactSet's competitive advantage.**Required Skills**:
- 3+ years in client facing role, preferably with prior experiences in a pre-sales or comparable role.-
- Strong technical skills & deep knowledge of Middle Office product, workflows, and challenges.-
- Ability to interact effectively with senior level in both the sales and SBU teams.-
- Enthusiasm, desire, and a strong sense of initiative.-
- Desire to set the benchmark high for what is expected from an individual contributor on the pre sales teamIndependent worker who will take initiative in all aspects of the role.-
- Ability to work on multiple projects simultaneously and prioritize responsibilities.-
- Excellent communication skills; confidence in presenting to groups and to senior client stakeholders.-
- Strategic thinker, strong analytical skills.



  • Sydney, New South Wales, Australia beBeeProductivity Full time $100,000 - $140,000

    Delivering exceptional client outcomes is at the core of our approach. As a Product Specialist, you will collaborate with the RCS team to drive growth in assigned accounts by maximizing Annual Subscription Value (ASV) for middle office portfolios.The role involves executing a client-centric approach, leveraging enterprise solution selling techniques to...


  • Sydney, New South Wales, Australia Ubs Full time

    Australia- Operations- Investment Bank**Job Reference #**- 259107BR**City**- Sydney**Job Type**- Full Time**Your role**- Are you inquisitive with analytical and risk-aware mindset? Do you have a F2B controls background?- We're looking for an Integrated Middle Office Specialist to:- be responsible for a suite of controls, facilitating support aimed at...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time $90,000 - $120,000 per year

    A leading global financial services firm, is seeking a highly skilled and experienced Custody Operations / Middle Office Specialist with very strong Hiport system experience to join their team in Sydney.This is a full-time newly created role due to recent significant growth in clients that will play a crucial role in the organisation's operations.The Middle...


  • Sydney, New South Wales, Australia beBeeCapital Full time $120,000 - $150,000

    Middle Office RoleDirectly collaborate with Sales & Trading teams to guarantee precise trade execution and client satisfaction across global operations.About the OpportunityThis newly created position supports a rapidly growing Global Markets desk.Key ResponsibilitiesOversee trade allocations (FX, Bonds, Credit) for seamless deal flow managementSupport...


  • Sydney, New South Wales, Australia Perpetual Limited Full time

    12 Month Max Term Contract Opportunity- Work where we work best - Hybrid office/work-from-home environment- A great opportunity during a phase of change and developmentOur corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It administers securitisation...

  • Middle Office

    2 days ago


    Sydney, New South Wales, Australia Keegan Adams Full time

    Newly created role supporting a growing Global Markets desk.Work directly with Sales & Trading to ensure accurate trade flow and client satisfaction across global operations.Capital Markets coverage: FX, FI, Credit, Derivatives Front-office aligned role | Global bank | Career progression Sydney CBD | Full time | Staggered hours (start late / finish late) The...


  • Sydney, New South Wales, Australia beBeeMiddleOffice Full time $120,000 - $140,000

    Job TitleWe are seeking a highly skilled and motivated individual to join our team as a Middle Office professional. As an integral part of our Asset Servicing division, you will play a crucial role in supporting the daily operations of various asset classes, including Equities, Fixed Income, Foreign Exchange, Cash, Listed Derivatives, OTC, and...


  • Sydney, New South Wales, Australia beBeeRisk Full time $113,574 - $125,720

    Job DescriptionWe are seeking a skilled professional to provide exceptional client service and support to our trading desks and corporate client deal teams.The successful candidate will be responsible for delivering a suite of controls, ensuring the integrity of T0 trade data, producing accurate risk reports, and facilitating reconciliations.They will also...


  • Sydney, New South Wales, Australia Clime Investment Management Limited Full time $90,000 - $120,000 per year

    Position PurposeThe Middle Office Analyst is responsible for ensuring the accurate, timely, and compliant processing of investment transactions and instructions across Clime's investment products and services. Acting as the central link between the front office, back office, platform providers, and product suppliers, this role safeguards Clime's operational...

  • Middle Office

    2 weeks ago


    Sydney, New South Wales, Australia Keegan Adams Full time

    Newly created role supporting a growing Global Markets desk.Work directly with Sales & Trading to ensure accurate trade flow and client satisfaction across global operations.Capital Markets coverage: FX, FI, Credit, DerivativesFront-office aligned role Global bank Career progressionSydney CBD Full time Staggered hours (start late / finish late)The...