Senior Trading Product Specialist

About Fact Set

Fact Set 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 Fact Set, 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.

• Participated in the pre-sale process to assess client needs before the start of implementation.
• Implement Portware Enterprise post sale following SOW requirements.
• Be a project lead during implementation working with various teams across Fact Set.
• Create a strategy and set objectives for each client account.
• Participate in the requirements gathering process at the onset of implementation projects as well as during the day-to-day process to ensure that the appropriate resources are allocated.
• Champion customers’ current and anticipated needs through effective partnerships.
• Act as a client advocate internally to create visibility of client needs.
• Focus activities on the clients’ business and priorities.
• Identify business opportunities that support Fact Set objectives.
• Work with Product Management, Support, and Development as well as Sales and Pre‑Sales Engineering to ensure efficient and cost‑effective client implementations.
• Work with Support on resolution of any issues.
• Act as a role model to inspire higher standards, efforts, and results in others.

• Bachelor’s degree in Economics, Business, Computer Science or a related field.
• Minimum 5 years in financial markets front office environments with core knowledge of market structures across multiple asset classes and types.
• Experienced project manager with the ability to drive and deliver concurrent, significant, and priority conflicting projects to completion.
• Experience as a technical business analyst with deep understanding of translating business needs into functional requirements.
• Experience working directly with software engineers/developers as well as Technical Architects on business requirements.
• Experience with securities trading (FX or Fixed Income strongly preferred, other asset classes such as derivatives and equities a plus).
• Experience with the FIX protocol and its practical application.
• Demonstrated commitment to learning and gaining from both successes and failures.
• Experienced logical, systematic, conceptual, and practical thinker.
• Understand EMS system and its components both holistically and separately.
• OMS experience is a nice to have.
• Competency to execute at varying levels of work from operational to strategic.

Prior light coding experience (Java).

At Fact Set, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a Fact Setter means:
Contributing to a firm with over 40 years of consecutive growth, named a 2023 Best Place to Work by Glassdoor and led by a top‑rated CEO Talent Champion. Support for your total well‑being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company wide wellness days.

Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism, sustainability, and inclusivity, where collaboration is always encouraged, and individuality drives solutions. Career progression plans with dedicated time each month for learning and development. Employee‑led Business Resource Groups that align with our DE&I strategy and are wholly supported by Executive Management.

Job location:

New York, NY, Norwalk, CT and Boston, MA. Working Environment:
Hybrid. For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. Fact Set participates in E‑Verify.