Principal Implementation Specialist
Core
Lead implementation efforts for FactSet's Portfolio Analytics, Performance, and Risk solutions, partnering with regional managers to execute best practices and ensure product strategies meet market needs.
Role type
Senior IC implementation specialist (financial analytics)
Builds
Large-scale deployments of FactSet software, custom process enhancements, and user workflow specifications for investment professionals.
Domain
Financial services / Investment analytics
Deliverable
product features
Required skills
Portfolio Analytics suite expertise, Performance solutions (SPAR) knowledge, Risk offering proficiency, complex screening code writing, technical background, investment principles understanding
Preferred skills
CFA, CIPM, CAPM, FRM, MBA certifications
Technologies
Analytics APIs, Portfolio Vault & Insight, SPAR
Responsibilities
Build and manage implementation scope and effort estimates, provide product guidance on solutioning processes, create user workflow specifications, implement new and enhance existing deployments, study client workflows to enhance products, provide user training and support transition to support
Seniority
Senior, hands-on IC