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 

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.

What You'll Do

While 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 analytics

What We're Looking For

Undergraduate/Master degree in Computer Science, Engineering, Information Systems and/or FinanceExperience 12 to 24 months of experience in a relevant fieldExcellent 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/investingBasic 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 skills

Highly 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

What's In It For You

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a Fact Setter 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.