Lead Specialist, Publisher & ADF
FactSet · Taguig, National Capital Region, Philippines
- On site
- Full-time
- $80,000 / year
- Taguig, National Capital Region, Philippines
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Job highlights
- Develop reporting solutions for financial clients.
- Support clients using FactSet's Publisher tool.
- Collaborate with engineering on product enhancements.
- Expand revenue and client base through expertise.
- Act as a liaison between clients and FactSet.
About the role
About FactSet
FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications, and industry-leading services for investment and corporate communities. As a publicly traded company (NYSE: FDS | NASDAQ: FDS) part of the S&P 500, our focus has always been to provide exceptional client service. From more than 37 offices in 20 countries, we’re all working together toward the goal of creating value for our clients. FactSet creates and delivers flexible, open data and software solutions for over 180,000 investment professionals around the globe. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors, and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading services from dedicated specialists.
Values that define our culture
We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe. Our inclusive work environment maximizes our diversity values, engagement, productivity, and ultimately makes FactSet a fun place to work.
Department Brief
In today’s rapidly evolving financial landscape, middle office teams within investment firms face increasing challenges, balancing routine operational tasks with demands for strategic business development. To enhance operational efficiency amid this growing market complexity, more organizations are turning to FactSet. Our Client Services team harnesses our advanced, proprietary middle office solutions and technology to empower our customers. With our dedicated experts, clients can adeptly manage complex workflows, maintain high data quality, and gain timely access to actionable information. By partnering with FactSet, clients transfer key functions of their business to us, enabling them to concentrate their internal resources on vital business development activities.
Your Team's Impact
In this team you will be working with our sophisticated financial software solutions. You will be the essential link between investment professionals and FactSet’s software. Combining a thorough understanding of finance and technology with specific expertise in the FactSet platform, you will help clients streamline the research and analysis process. As part of this fantastic team, you will offer an unparalleled level of service along with insight into the intricacies and functionality of the FactSet platform. FactSet’s business is based on 3 main pillars: Data, Software, and Services. You will be part of the vital Services team that supplements the Data and Software business of our company.
Role Summary
We are looking for a Lead Specialist, Publisher & ADF for our FactSet Buy-side Reporting Client Services team in Manila – an individual who is enthusiastic, intellectually curious, and takes pride in the work they do. We offer the opportunity to become a subject matter expert in the FactSet Reporting and Core Analytics products suite and solutions. As a member of our team, you will drive the development and support of our FactSet Reporting client base. Our reporting product Portfolio Publisher offers a fully customizable managed reporting solution that integrates FactSet Analytics data with client-specific proprietary data, tailored precisely to meet our clients' unique requirements. Our team is also responsible for the delivery of FactSet Analytics data via reports, flat files, business intelligence tools, and APIs. You will work directly with clients, sales, product specialists, and software engineers to develop innovative reporting solutions for our clients. You will play a crucial role in expanding our revenue and client base, further developing the Publisher product line, and leading initiatives that shape the future of our reporting business.
Key Responsibilities And Tasks
- Develop high-quality reporting solutions following best-practices and meeting or exceeding client expectations.
- Assist clients in Production to help them achieve their goals through the use of our reporting solution called Publisher.
- Work with engineers to fix bugs and test enhancements.
- Communicate progress and provide transparency throughout the implementation to clients, the Publisher team, and the FactSet Global Client Services team responsible for the account.
- Lend product expertise by participating in different occasions covering the product.
- Collaborate with cross-functional stakeholders (i.e. Engineering, Sales, Strategy) in order to contribute to product enhancements and features.
- Be at the forefront of integrating cross-platform FactSet solutions.
Required Skills
- University degree in Computer Science, Engineering, Finance, or Mathematics.
- 2+ years of professional experience in a relevant field.
- Experience with C#, HTML and familiarity with principles in programming languages.
- Strong technical, analytical, and troubleshooting skills.
- Ability to work independently and collaboratively with team members in offices globally.
- Excellent communication and interpersonal skills, team player.
- Curiosity and strong desire to learn.
- Fluency in English, written and spoken, is a must.
Desired Skills
- Knowledge of financial instruments or reporting software.
- Awareness of the use of Razor within C#.
- General knowledge of SQL.
- Client-server-database architecture awareness.
Key skills/competency
- Client Services
- Reporting Solutions
- Publisher Product
- FactSet Platform
- C#
- HTML
- SQL
- Financial Instruments
- Data Analytics
- Client Relationship Management
Skills & topics
- Lead Specialist
- Publisher
- ADF
- Client Services
- Reporting Solutions
- FactSet Platform
- C#
- HTML
- SQL
- Financial Instruments
- Data Analytics
- Software Engineering
- Technical Support
- Client Relationship Management
- Finance
- Investment Management
- Buy-side Reporting
- API
- Business Intelligence
- Manila
How to get hired
- Tailor your resume: Highlight experience with C#, HTML, and financial reporting. Emphasize analytical and troubleshooting skills.
- Showcase technical skills: Detail your experience with programming languages and database awareness. Mention any financial instruments knowledge.
- Demonstrate client-facing ability: Provide examples of excellent communication and collaboration in previous roles.
- Research FactSet's values: Align your application with FactSet's emphasis on curiosity, client service, and global inclusion.
- Prepare for interviews: Expect questions on technical problem-solving, client scenarios, and your understanding of financial markets.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the primary focus of the Lead Specialist, Publisher & ADF role at FactSet?
- The Lead Specialist, Publisher & ADF role at FactSet focuses on driving the development and support of the FactSet Reporting client base, acting as a subject matter expert for reporting and analytics products. This involves developing reporting solutions, assisting clients with the Publisher tool, and collaborating with engineering and sales teams.
- What are the key technical skills required for the Lead Specialist, Publisher & ADF position?
- Required technical skills for this role include a university degree in Computer Science, Engineering, Finance, or Mathematics, 2+ years of professional experience, and proficiency with C# and HTML. Familiarity with programming language principles, strong analytical and troubleshooting skills, and general SQL knowledge are also important.
- How does FactSet support career growth for its employees in this role?
- FactSet offers the opportunity to become a subject matter expert in their reporting and analytics products. The role involves working with sophisticated financial software, collaborating with cross-functional teams, and contributing to product enhancements, all of which foster significant professional development and career growth within the company.
- What is the work arrangement for the Lead Specialist, Publisher & ADF role?
- The job description specifies the location as Manila, Philippines, and mentions collaboration with team members in offices globally. While not explicitly stated as remote or hybrid, the emphasis on global collaboration suggests a potential for flexible arrangements or a strong remote work infrastructure within FactSet.
- What kind of clients will a Lead Specialist, Publisher & ADF work with at FactSet?
- A Lead Specialist will work with FactSet's buy-side reporting clients. These clients are typically investment professionals, including portfolio managers, investment research professionals, and wealth advisors, who rely on FactSet's data and software solutions for their critical decision-making processes.
- How does FactSet foster an inclusive work environment for its employees?
- FactSet is committed to a globally inclusive culture where employees can be themselves, be heard, contribute, and grow. They actively seek diverse perspectives and experiences, believing that the best ideas come from anywhere, which maximizes diversity values, engagement, and productivity.