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Senior Analytics Specialist, Managed Services

FactSet

San Francisco, CA
Full Time
Senior
88k-110k
26 days ago

Job Description

About the Role

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. The company values curiosity, innovation, and collaboration, aiming to help clients manage complex workflows and focus on strategic business development by leveraging their advanced proprietary solutions. The Senior Analytics Specialist role is part of the Managed Services team, working closely with clients to streamline research and analysis processes using FactSet's platform, bridging the gap between investment and software professionals.

Key Responsibilities

  • Develop and maintain up-to-date knowledge of the asset management industry, current market trends, and economic factors to deliver competitive solutions and strategies.
  • Execute activities including implementations, managed services, consultancy, and solution optimizations by understanding product functionalities, methodologies, and industry best practices.
  • Collaborate closely with the middle and front office of clients such as institutional asset managers, wealth managers, and asset owners.
  • Analyze and resolve complex business issues related to clients' investment portfolios, financial data, analytics, and workflows.
  • Gather and understand client requirements to address their specific business needs efficiently.
  • Support the smooth execution of clients' production processes and workflows.
  • Act as a subject matter expert escalation point for internal teams like Support and Sales.
  • Work with cross-functional stakeholders including Consulting, Sales, Product, Engineering, and Strategy.

Requirements

  • University degree in Finance, Economics, or related industry discipline.
  • 4+ years of relevant experience with knowledge across all asset types.
  • Knowledge of financial products and instruments.
  • Proficiency in Excel and financial formulas.
  • Strong analytical and critical thinking abilities.
  • Excellent interpersonal, communication, and teamwork skills.
  • Technical and application knowledge relevant to financial analytics.
  • Leadership skills.
  • Knowledge of financial instruments pricing, including stocks, bonds, derivatives (Options, Futures, Swaps, etc.), and structured products.

Nice to Have

  • Financial background in the Asset Management industry.
  • Interest in capital markets and portfolio management.
  • Experience with Performance Measurement & Attribution or Risk Management.
  • Interest and affinity for working with software, data, and analytics.
  • Python and data science skills.
  • Participation in the CFA Program or FRM Program.
  • Flexibility, adaptability, and ability to manage multiple priorities.

Qualifications

  • University degree in Finance, Economics, or related field.
  • 4+ years of relevant experience in asset management or related areas.

Benefits & Perks

  • Support for total well-being including health, life, and disability insurance, retirement plans, and employee stock purchase programs.
  • Paid time off for holidays, family leave, and wellness days.
  • Flexible work accommodations to support work/life harmony.
  • Access to a global community focused on volunteerism and sustainability.
  • Career progression planning with dedicated learning and development time.
  • Participation in Business Resource Groups fostering connection and growth.

Working at FactSet

FactSet values diversity of thought, experience, and perspective, fostering an inclusive environment that celebrates differences. The company emphasizes collaboration, innovation, and continuous learning, supporting employee well-being and professional growth. Recognized as a top employer, FactSet promotes sustainability, community engagement, and a strong entrepreneurial spirit within a global, supportive workplace.

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Job Details

Posted AtMay 25, 2025
Job CategoryData Analytics
Salary88k-110k
Job TypeFull Time
Work ModeHybrid
ExperienceSenior

About FactSet

Website

factset.com

Company Size

10000+ employees

Location

San Francisco, CA

Industry

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

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