Implementation Specialist - Reporting

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.

Job Location: Austin, Boston, Chicago, Los Angeles, San Francisco

Working Environment
:
Hybrid

The Principal Implementation Specialist will help lead implementation efforts for Fact Set's Reporting Line. The Principal Implementation Specialist will partner with the regional implementation specialists to derive and execute on best practices for engagements within their mandate. Clients look to the Professional Services Group to develop and implement solutions that solve their most complex problems. Our clients see the Professional Services Group 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. Fact Set's Professional Services Team has the opportunity to work across the portfolio lifecycle within the Institutional Buy-side Business Unit. This role will work primarily with tools that are a part of our reporting suite of products. Analytics 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.

As an implementation specialist you will work with a Professional Services project team to lead successful client implementations.

• Build and manage implementation scope and effort estimates. Collaborate with Global Professional Services 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 with the Analytics Team
• Study client workflows and partner with Product Development and Engineering to enhance Fact Set’s products
• Facilitate transition from implementation phase to support

• Bachelor's degree or higher in Computer Science, Engineering, Finance, Mathematics, or related field
• Minimum of 10 years of experience in designing, developing, and implementing complex software solutions within enterprise environments
• At least 6 years of experience working with Fact Set’s Analytics tools - specifically the reporting suite.
• Deep understanding of how clients use Fact Set Analytics and Reporting Solutions products including Vermilion, Portfolio Publisher, Portfolio Reporting Batcher and Analytics APIs.
• Excellent technical background and exposure to financial services
• 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

• Stored Procedures writing and debugging
• Performance tuning of SQL code
• Familiar with some of the major DBMS like Oracle, SQL Server, Postgre
  
  SQL, etc.
• Application server setup (e.g. Tomcat, JBoss/Wild Fly)
• Web Services, APIs, XML, JSON
• HTML syntax…