Locations: NYC, Norwalk, CT

Working Environment: Hybrid

FactSet creates flexible, open data and software solutions for over 180,000 investment professionals around the globe. We stay ahead of global market trends, power robust company and industry research, and provide comprehensive data with our market-leading solutions.

We believe today’s talent powers tomorrow’s innovations. As a globally inclusive community, we bring our whole selves to work, and encourage employees to join in, be heard, contribute, and grow. Our work environment fosters diversity, engagement, and productivity because we know that great ideas can come from anyone, at any time.

The Director, Investor Relations is responsible for shaping our company’s narrative, managing relationships with investors and analysts, and ensuring effective communication of our financial performance and strategic initiatives.  They contribute to the development of strategy and operating plans in partnership with the Chief Executive Officer, the Chief Financial Officer, the Corporate Treasurer and other leaders as appropriate.  

You will serve as the primary liaison between FactSet and the investment community, including institutional investors, analysts and shareholders.  You will act as a thought partner to the leadership team to effectively position the company with investors and priority stakeholders to enhance the company’s reputation and mitigate various risks.  In addition, this executive will:

Develop and execute a comprehensive investor relations strategy aligned with Factset’s goals and objectives

Coordinate and lead quarterly earnings calls, investor presentations and financial analyst briefings

Prepare and review financial reports, press releases and other investor-related communications

Analyze market trends, competitor activities and investor sentiment to provide strategic insights to senior management

Collaborate closely with the Executive Leadership Team, Finance, Legal, Marketing and Internal Communications departments to ensure consistent messaging

Organize and facilitate investor meetings, conferences and roadshows

Monitor and report on stock performance, trading activities and shareholder composition

Ensure compliance with SEC regulations and other relevant financial requirements

Develop and maintain strong relationships of trust and respect with analysts and investors and respond to external requests for financial and strategic information in an accurate, appropriate, and timely manner

Collaborate on company decisions that will impact value for shareholders and/or affect the company’s reputation.

Lead IR staff selection, training and development, goals, performance, and compensation.  Provide effective leadership for the investor relations team, including management and mentoring to assist employees to grow and develop in their careers. 

Position Requirements:

Bachelors' degree in Finance, Business, Accounting or a related field; MBA is a plus

12+ years of experience in investor relations or finance positions with prior experience in the financial services or technology sector

Outstanding financial and investment analysis skills, oral and written communication skills, and presentation ability, with the ability to articulate complex financial information to diverse audiences 

Broad understanding of the investment landscape, as well as the strategic ability to create a compelling investment narrative for the company

Proven track record of building and maintaining relationships with institutional investors and financial analysts

Strong understanding of financial data analysis and visualization techniques

Advanced proficiency in financial modelling, valuation techniques and data analytics

Ability to work under pressure and manage multiple priorities in a fast-paced environment

Energetic self-starter that possesses excellent interpersonal skills, integrity, and a strong work ethic 

Efficient and resourceful team player and individual contributor 

Ability to work a hybrid schedule from an office in NYC or Norwalk, CT

The ideal candidate will be a strategic thinker with a deep understanding of the financial data and analytics industry. They will have the ability to effectively communicate our company's value proposition, growth strategy, and financial performance to the investment community. The Head of Investor Relations will play a critical role in enhancing our company's reputation in the financial markets and supporting our long-term growth objectives.

The budgeted amount range for this position in the State of Connecticut and NYC is $180,000 - $220,000

What's In It For You

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter 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 companywide 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.

Learn more about our benefits here.

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process.  All qualified applicants will be considered for employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. FactSet participates in E-Verify

FactSet is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity