FactSet 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 FactSet, 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.  

FactSet is a leader in providing research and analytical tools to finance professionals. FactSet offers instant access to accurate financial data and analytics around the world. FactSet clients combine hundreds of databases from industry-leading suppliers into a single powerful information system.

FactSet Corporate Governance (Shark) provides comprehensive corporate activism, takeover defenses, corporate governance, and proxy proposals data of thousands of public companies incorporated in the United States and other global regions.

The primary responsibility of the Research Analyst (RA) is to conduct extensive research from different sources including press releases, financial reports, presentations, exhibits, and US SEC filings among others. The RA continuously tracks information relating to corporate governance, events, and different types of activism and accurately and concisely transposes relevant information into internal database/s. The RA is expected to be trained on multiple processes handled by the team (Activism, Charters, Proposals, Governance, Poison Pill, or N-PX).

JOB RESPONSIBILITIES

Monitor corporate events such as shareholder meetings from various sources like EDGAR and company websites

Collect, analyze and process financial market information from various data sources and into the database/s utilized by the team

Understand shareholder actions and activist intentions

Keep track of corporate actions including adoption of certain company policies and procedures

Encode meeting agenda and vote results into the database/s

Maintain company records, making sure that all information is correct, and updates are reflected real time

Analyze documents and make changes according to set guidelines or methodologies

Participate in meetings related to ad hoc enhancements and testing

Work on data clean-ups and other projects like documentation

Coordinate with Quality Analysts on feedback relating to work and make immediate changes as needed

Communicate effectively with other members of the team, both locally and globally

Report critical issues promptly

Perform other tasks assigned by the Team Leader/Management

JOB REQUIREMENTS

Graduate in Commerce / Business Management / Finance / Accounting / Economics or equivalent

Computer Literacy Effectively use the database and software for collection and processing of content/data

Numerical skills To ensure understanding of the financial data to be collected and/or processed

Analytical skills and detail orientation To ensure accuracy of data

Knowledge of financial markets and accountancy (as needed) To ensure effective understanding of assigned content/market

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.

Returning from a break?

We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.

Company Overview: 

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.