Principal 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 Principal Implementation Specialist will help lead implementation efforts for a business line or product. The Principal Implementation Specialist will partner with the regional Implementation manager to derive and execute on best practices for engagements within their mandate. An important element of this role is to ensure that our internal product development strategies are working in the market and that products get easier to deploy over time.

Clients look to the Implementations team to develop and implement solutions that solve their most complex problems. Our clients see the Implementations team as a key partner when complex changes occur at their firm. These changes can include large-scale deployments of Fact Set software, organizational changes, and enhancing custom processes. As we increase the breadth of our product mix, the strength and agility of our Implementations team will become even more instrumental to the success of the business.

Fact Set's Implementations team has the opportunity to work across the portfolio lifecycle. This role will work primarily with tools that are a part of our performance suite of products as well as our core analytics and risk tools. As our mandate continues to grow, we are looking for eager, exceptionally talented individuals to join our team!

Principal Implementation Specialists are part of a fast growing team comprised of subject matter experts, combining product and industry knowledge to help ensure customer success during implementations. Principal Implementation Specialists are expected to be experts in the core Portfolio Analytics suite, Performance solutions as well as our Risk offering. As an Principal Implementation Specialist you will work with a Implementations project team to lead successful client implementations.

• Produce client-facing communication in coordination with the implementation project manager
• Build and manage implementation scope and effort estimates. Collaborate on building project plans
• Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
• Create user workflow specifications and 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 opportunity during the implementation process
• Share emerging trends, what is working well, and areas for improvement
• 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 transition from implementation phase to support

• At least 7 years of experience working with Fact Set’s Analytics tools
• Bachelor's degree required
• Understanding of how clients use Fact Set Analytics and Performance Solutions products to include PA (Portfolio Analysis), SPAR (our returns-based Style, Performance, and Risk tool), Portfolio Vault & Insight and Analytics APIs.
• Excellent technical background
• Proven technical proficiency particularly with writing complex screening codes
• CFA, CIPM, CAPM, FRM, MBA, or other industry certifications…