Lead Implementation Specialist
Core
Deploy FactSet's financial analytics and portfolio management solutions for investment professionals, managing complex enterprise implementations and process improvements.
Role type
Senior IC implementation specialist (financial analytics)
Builds
Enterprise deployments of FactSet analytics tools (PA, SPAR, Portfolio Vault) and custom workflow solutions
Domain
Financial services / Investment analytics
Deliverable
production ML models | product features | dashboards & analysis
Required skills
FactSet Analytics tools expertise, performance workflow design, complex screening code writing, technical integration coordination, user training program development, client organizational analysis
Preferred skills
CFA, CIPM, CAPM, FRM, MBA certifications
Technologies
FactSet PA, SPAR, Portfolio Vault, Portfolio Batcher, Publisher, Analytics APIs
Responsibilities
Provide functional and technical guidance on solutioning based on customer needs, create user workflow and custom report specifications, partner with Product Development to enhance products, implement new and enhance existing deployments, provide user training and support training program development, identify growth strategies during implementation
Seniority
Senior, hands-on IC with leadership contributions
