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.
Your Team’s Impact
Benchmarks Operations Team is responsible to onboard additional Benchmark content in FactSet. Data are sourced from different vendors and can be consumed through data feeds; data in the workstation via FQL and Screening codes; and lastly, through premium FactSet applications such as Portfolio Analysis, SPAR, and Derivative Solutions (for fixed income).
What You’ll Do
Builds a basic understanding of our users, our products, and our markets through exposure to product support and testing activities
Performs responsibilities associated with content work downstream /upstream as required working via RPDs (tickets for client requests) to address client queries
Work with technology, understand FTP, SFTP, Microsoft Excel, other machine language and artificial intelligent technology to provide process improvement ideas
Provides sufficient updates to stakeholders and meet timelines
Understands escalation protocols for extraordinary issues, use decision making ability to address unique scenarios by applying generic policies or methodology
Communicates gaps in guidelines and documentation
Meets target productivity points and adheres to quality standards
Communicates with multiple Benchmark stakeholders
Apply practical application of knowledge of technology combined with finance to deliver best in class product to the clients
Ability to troubleshoot and work on quick technology glitches (within reason and training)
Ability to take ownership of QA checks and identify any inconsistency with data and report timely or escalate as may be necessary
Reporting & maintaining records of work done
Should be prepared for cross training and for any job rotation or movement between processes
Enhance and maintain process knowledge by attending refresher sessions and being updated on methodology/updates.
What We’re Looking For
Required Skills
Bachelor's Degree in Business/Accounting/Finance, or equivalent
Ability to troubleshoot issues and solve them with direction and oversight from their manager or peers.
Shows initiative and is self-motivated. Basic product thinking skills. Starts by defining the problems, goals and needs, and then experiments to uncover the best solution.
Insights: Enthusiasm and initiative to solve problems with a combination of analytical skills and creativity. Requires oversight and guidance from manager. Beginning to understand target personas.
Strategy: Begins to understand the user need their product or feature addresses.
Execution: Develop product expertise to troubleshoot issues, learn when to escalate, and follow proper escalation procedures. Capable of testing new features.
Develop structured written and spoken communication skills both for internal user advocacy and for external communication with clients when troubleshooting.
Desired Skills
Be coachable. Willingness to learn from others and gain new skills.
Be curious. Bring an analytical mindset to understand problems, creatively explore solutions, and communicate them to clients and internal stakeholders, or escalate as appropriate.
Communicate clearly. Ability to communicate in a structured manner, and with impact, to a variety of stakeholders including Product, Content, Engineering, Support, and Clients.
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:
The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
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 company-wide 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 and sustainability, where collaboration is always encouraged, and individuality drives solutions.
Career progression planning with dedicated time each month for learning and development.
Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
Learn more about our benefits here.
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.
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.
At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.