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.  

The Institutional Buy-Side Client & Managed Services team is at the forefront of delivering innovative, client-focused solutions for market risk and portfolio construction across the globe. Based in Sofia, our team partners closely with sales, product, and services departments to enable clients to manage risk, optimize portfolios, and navigate complex investment environments with confidence. As a Lead Specialist, you will play a vital role in advancing FactSet’s Risk Managed Services, collaborating with industry professionals and internal experts while growing your expertise in financial modelling, technology, AI, and machine learning.

What You’ll Do:

- Deliver Client Value: Lead managed services engagements for market risk and portfolio construction clients, ensuring top-tier service and effective solutions.

- Expert Guidance: Serve as a primary contact for validation and interpretation of ex-ante portfolio risk and optimization results, providing clear, data-driven insights.

- Methodology Support: Advise clients on financial modelling methodologies and the practical application of FactSet solutions.

- Proof of Concept* Prepare and present effective Proofs of Concept (POC) for prospective managed services clients, demonstrating the value and capabilities of our offering.

- Seamless Onboarding: Drive successful onboarding experiences for new managed services clients, ensuring smooth transitions and long-term engagement.

- Product Collaboration: Contribute to the evolution of FactSet’s managed services by collaborating with Product Development, Quant Research, Software Engineering, and Project Management teams.

- Knowledge Sharing: Enrich the internal product knowledge base and documentation, playing an active role in building a culture of continuous improvement and expertise.

What We’re Looking For:

- Academic Background: Bachelor’s or higher degree in Finance or Economics.

- Industry Experience: 5+ years of professional experience in market risk management, asset management, financial analysis, trading, or related fields.

- Technical Skills: Proficiency in statistics, financial instruments pricing, factor-based investing, and portfolio construction & optimization.

- Programming Ability: Working-level knowledge of Python for scripting, large dataset analysis/visualization, and automation; solid understanding of MS Excel.

- Communication: Excellent oral and written communication skills in English, with the ability to articulate complex concepts to diverse audiences.

- Curiosity & Drive: Eager to learn and grow, with a proactive approach to tackling new challenges and partnering across teams.

What's In 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.

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.

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.

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.

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.