Lead Specialist, Performance Managed Services

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.

About FactSet

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.

FactSet’s Managed Services Department Brief

Middle office teams amongst investment companies are stretched between day-to-day operation tasks and new requests for business development, with situation intensified by growing complexity of financial markets. Now more than ever, these teams are seeking ways to outsource the integration and maintenance for maximized operational efficiency. With FactSet’s Managed Services , built on the power of our cutting-edge, proprietary middle office solutions, customers can rely on our expertise to confidently navigate complex workflows, ensure data quality, and gain timely access to actionable information. Partnering with FactSet shifts the total cost of ownership over to FactSet, whilst giving clients focused resources on core business development functions.

Process Brief

Our Client & Managed Services team is part of the Buy Side Services organization providing support and services for our Buyside clients globally. As a member of this team – you are an individual who is enthusiastic, intellectually curious and takes pride in the work they do. We offer the opportunity to become a subject matter expert in the FactSet Performance Measurement, Attribution, Risk, Reporting and Analytics products suite and solutions by bridging the gap between investment and software professionals. The role requires collaborative partnership with a diverse range of stakeholders including client representatives, sales, product specialists and engineers.

What You’ll Do :

The Lead Specialist, Specialty Services is a subject matter expert in one or more of FactSet’s Specialty Products, tasked with retaining business by delivering on high-value projects and engagements. They are primarily responsible for resolving client requests related to our Specialty Products, serving as main lines of contact for select specialty product users and clients, acting as escalation, and a key contributor to internal specialty product training.

• 60% Speciality Services retention efforts focused on both client support work and other time and knowledge intensive projects. Pro-actively prioritizing of requests, issues and problems.
• Analyze and solve complex business issues related to clients’ investment portfolios, financial data, analytics, and workflows.
• 15% Actively participates and contributes to best-practices initiatives and product / workflow enhancements for Speciality Services
• 10% Work towards improving client health by monitoring usage, understanding account strategy, contributing to account planning and execution
• 10% Collaborating, mentoring, training, supporting, and acting as escalation for the RCS Customer Success or Managed Services Operations teams and other client teams at FactSet
• 5% Develop and maintain up-to-date knowledge of the finance industry, current market trends and economic factors in order to maintain a competitive edge, advance, and execute Speciality Services value-add strategies

What We’re Looking For :

Our team recruits talented individuals around the world and offers a wide variety of benefits including :

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 and follow us on and .