Client Solutions Associate - SP&A

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.

Strategic Partnerships and Alliances (SP&A) is a growing team, and this is an exciting opportunity to participate in our expansion and success. Our Partnerships Sales and Customer Success group consists of 50 team‑members globally and we strive to deliver excellent service to our clients with our expert knowledge of Fact Set’s Strategic Partnerships. Our client book consists of 500 Partnership clients globally, ~8,000 users, with $139M ASV spend.

The team has achieved regular double‑digit growth over time and generated $10M net ASV growth in FY23. Key business segments targeted by the Partnership Sales team include Self‑directed retail brokers, Wealth tech, Financial Exchanges, Index providers, ESG providers, Regtech, Credit rating agencies, Management Consulting Firms, and any Fintech startups.

Looking for a fun and dynamic tech role, nestled deep in the finance industry? The Client Solutions Associate role will offer you:

• Training program spanning 6 months to get you ready for this client‑facing Fin Tech role
• Exposure to technology clients such as Exchanges, Data Providers, Government institutions across SEA
• Competitive starting salary with extra perks not limited to lunch stipend, a stocked fridge & pantry, private health care, social events
• Opportunity to lead, contribute or attend meaningful Corporate Social Responsibility Programs

• Develop a deep knowledge base across our business, products, and clients
• Communicate with impact in person and over video calls while mastering presentation and public speaking skills both internally and externally
• Ask effective questions in various situations to gather information, uncover needs, and create solutions to foster truly collaborative and consultative partnerships
• Define key industry terms and concepts important to Fact Set’s clients to be an industry expert
• Use advanced product knowledge and understanding of Fact Set’s product suite to identify and implement solutions specific to client and user workflows including Excel modelling, company research, and portfolio analysis
• Manage a group of accounts assigned to you, ensuring that the relationship is healthy and that the client is getting maximum value out of the Fact Set software
• Customize solutions to fit with individual client workflows and ensuring that the client can make efficient and accurate decisions using Fact Set data and tools
• Effectively demonstrate the various product lines to clients and provide software training to individuals as well as small and large groups
• Visit clients on a regular basis to provide face‑to‑face support, training and build strong relationships
• Work on longer‑term projects with clients to enable them to get value out of the Fact Set product suite
• Be an effective problem solver and provide creative solutions to the many questions that clients have regarding the use of Fact Set
• Answer day‑to‑day client queries and provide creative and complex solutions through our helpdesk

• Proficient (read and write) in English and a secondary language (Mandarin Chinese, Bahasa Malaysia / Indonesian, Thai)
• Finance / Technology professionals with less than 3 years of working experience
• A bachelor’s degree (Mathematics, Computer Science, Engineering, Finance, and Economics majors are preferred)
• Background or strong interest in a Finance or Fin Tech industry as well as a strong interest in data & technology solutions
• Strong analytical and problem‑solving skills and ability to come up with creative solutions
• Exceptional communication, interpersonal and…