Advisor, Client Solutions - CUS Q1 FY27
Core
Provide expert client support and create custom financial models/screens for investment professionals using the FactSet Workstation.
Role type
Senior IC client solutions advisor (financial data)
Builds
Custom FactSet models, screens, and financial query solutions for global clients
Domain
Financial data & analytics
Deliverable
product features
Required skills
Advanced web searching, Microsoft Excel proficiency, financial market knowledge, complex problem solving
Preferred skills
Experience with FactSet Workstation, MBA Finance or B.Com/M.Com/BBA Finance
Technologies
FactSet Workstation, Microsoft Excel
Responsibilities
Answer client questions via phone/email/IM, support FactSet applications, create custom models and screens, solve complex financial queries, liaise with Sales and Product Development
Seniority
Entry to Mid-level, hands-on IC
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