Implementation Specialist

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.

The Implementation Specialist is a subject matter expert in Fact Set’s products, tasked with deploying Fact Set’s products by delivering on high-value projects and engagements. Implementation Specialist’s primary focus is on ensuring that Fact Set’s clients are properly set up to get the most value out of their Fact Set subscriptions. They are responsible for ensuring data integration and quality, configuring modules within Fact Set, building end-user reports and interfaces, training our clients, and supporting users during the implementation process.

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 Implementation team is a key partner to our clients to support complex changes across their organizations, drive enterprise deployments of Fact Set solutions, manage organizational restructures, and implement process improvements. Those in our core analytics team deliver our industry leading analytics suite of products to our clients. These individuals are problem solvers, have the agility to deliver solutions across on-platform and off-platform solutions and possess the desire to provide the highest level of client satisfaction in the industry.

• Produce client-facing communication in coordination with the implementation project manager
• Build and manage implementation scope and effort estimates.
• Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
• Create user workflow specifications, custom report specifications, establish priority and direction to technical integration staff on client requirements
• Develop a comprehensive understanding of the technical aspects of the Analytics suite
• Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities
• Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry
• Identify growth strategies by outlining client organizational structures and uncovering additional opportunities during the implementation process
• Study client workflows and partner with Product Development and Engineering to enhance Fact Set’s products
• Provide user training and support the development of training programs
• Facilitate the transition from the implementation phase to support

• At least 2+ years of experience working with Fact Set’s Analytics tools
• Strong technical background
• Proven technical proficiency particularly in writing complex screening codes
• Understanding of how clients use Fact Set Analytics and Performance Solutions products
• CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred
• Extremely detail-oriented with the ability to see the big picture
• Enthusiastic with a keen sense of initiative and a desire to take ownership
• Willingness to travel

Austin, TX, Boston, MA, New York, NY, Norwalk, CT, Chicago, IL, San Francisco, CA, Los Angeles and Toronto CAD

Hybrid

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

At Fact Set, our people are our greatest asset, and our culture is our biggest competitive advantage.

• The opportunity to join an…