Lead Specialist, Publisher & ADF
FactSet
Job Overview
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Job Description
About FactSet
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.
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 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, 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 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 use of Razor within C#
- General knowledge of SQL
- Client-server-database architecture awareness
Key skills/competency
- Financial Software
- Client Services
- Reporting Solutions
- C#
- HTML
- Financial Data
- Troubleshooting
- SQL
- Investment Professionals
- Analytics
How to Get Hired at FactSet
- Research FactSet's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
- Customize your resume: Tailor your resume to highlight experience in financial software, client services, and C#/HTML, using keywords from the Lead Specialist, Publisher & ADF job description.
- Showcase technical prowess: Prepare to discuss your experience with C#, HTML, SQL, and troubleshooting, emphasizing practical application in financial contexts.
- Prepare for client-centric interviews: Demonstrate strong communication, interpersonal skills, and a client-first mindset, crucial for FactSet's service-oriented roles.
- Highlight problem-solving skills: Be ready to share examples of how you've solved complex technical or client-related challenges in previous roles.
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