One of FactSet’s key differentiators has always been the incorporation of client proprietary data in all aspects of FactSet’s products, in particular the Portfolio Analytics suite, via sophisticated, technical workflows. Portfolio Services is the cross team effort designed to improve and standardize the support and function for these critical workflows.
To complement the implementation specialists and engineers, Portfolio Services Process Coordinators oversee and support the critical client process from initial data integration through the processing and reporting stages. Coordinators are responsible for working with clients and internal stakeholders to help identify and resolve issues as they occur. Additionally, they will monitor and maintain the operation integrity of the many systems critical to these processes; including our fixed income analytics compute grids, file transfer infrastructure and custodial data framework
JOB RESPONSIBILITIESWhile this position is mostly operational in nature, an intermediate understanding of technology, finance/investing or ETL (extraction, transformation and load) processes will assist individuals in this role. Tools and workflows will be provided for individuals to use in this role – although outstanding candidates will be able to improve upon and optimize workflows and documentation.
The primary responsibilities of the position include:
Create & follow support documentation for automated workflowsMonitor automated mission critical client processesProactively contact clients for process maintenance and troubleshootingInterpret and support scripts written in Windows batch, Perl, PowerShell and VBScriptUse command-line (e.g. PGP, ZIP) and file transfer utilities (e.g. FTP, SFTP/SCP/SSH) and provide support to the Portfolio Services and Portfolio Analytics teams to model and vet the security analyticsJOB REQUIREMENTSUndergraduate/Master degree in Computer Science, Engineering, Information Systems and/or FinanceExcellent time and task management abilitiesStrong analytical and problem solving skillsAbility to read and interpret technical documentationBusiness-level written and verbal English communication skillsExperience interacting with clients remotely via phone, email and/or remote assistance toolsFamiliarity with or strong interest in the following concepts: networking, scripting/programming, relational databases, Unix/Linux and/or finance/investingExperience:12 to 24 months of experience in a relevant field
Skills:Basic understanding of Job Enterprise Data Delivery solutionsBasic understanding of Software Development cyclesProfessional experience with three or more of the following:Unix-LinuxFTP / SFTP / SCP / SSH / http transferslog design and troubleshootingTechnical QA methodologyStreaming data servicesProgrammatic APIsSQL and other RDBMS platformsWindows batch / Perl / Powershell / VBScriptProficient in Microsoft Office applications (Excel, Word & Power Point)Excellent communication, presentation and interpersonal skillsHighly Desired Attributes:Experience with procedural scriptingTechnical specification writing or maintenance experience of tools, enhancements, productsKnowledge of financial databases used in financial marketsKnowledge or experience with Enterprise software from FactSet, CapIQ, Thomson Reuters or BloombergProven track record of guiding large projects to success