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
Required skills
Portfolio Analytics suite expertise, Performance solutions (SPAR) knowledge, Risk offering expertise, complex screening code writing, technical proficiency, investment principles understanding, project scope management, user workflow specification, client organizational structure analysis, product feedback integration, training program development
Preferred skills
CFA, CIPM, CAPM, FRM, MBA certifications
Technologies
FactSet Analytics APIs, Portfolio Vault & Insight, SPAR, Portfolio Analysis (PA)
Responsibilities
Produce client-facing communication, build and manage implementation scope and effort estimates, provide product guidance on solutioning, create user workflow specifications, develop technical understanding of the Analytics suite, implement and enhance deployments, communicate with sophisticated users, identify growth strategies, share emerging trends, study client workflows to enhance products, provide user training, facilitate transition to support
Seniority
Senior, hands-on IC