Senior Performance Specialist, Managed Services

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.

We are looking for a Senior Performance Specialist, Managed Services to join our Buyside Client Services team in Mumbai – 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 Core & Fixed Income Analytics products suite focused on Performance Measurement, Attribution, and Analytics solutions by bridging the gap between investment and software professionals. The role requires collaborative partnership with a diverse range of stakeholders including client representatives, sales, product specialists and engineers

What You'll Do

• Develop and maintain up-to-date knowledge of the asset management industry, current market trends and economic factors for maintaining a competitive edge over the execution and delivery of creative solutions & strategies.

  
  

• Execution of activities including implementations, managed services, consultancy and solution optimizations by obtaining an excellent grasp of the product functionalities and methodologies as well as industry-specific principles and best practices. Close collaboration with middle and front office of our clients – institutional asset managers, wealth managers and asset owners.

  
  

• Analyze and solve complex business issues related to clients’ investment portfolios, financial data, analytics, and workflows.

  
  

• Strong aptitude for understanding and gathering requirements to address client-specific business needs efficiently.

  
  

• Assist and support the smooth execution of clients’ production processes and workflows.

  
  

• Act as subject matter expert escalation point to other internal teams (e.g. Support, Sales).

  
  

• Closely collaborate with cross-functional stakeholders (e.g. Consulting, Sales, Engineering, Strategy).
   

  
  

• University degree in Finance, Economics or related industry discipline.

  
  

• Fluent English verbal and excellent written communication skills.

  
  

• Knowledge of financial products and instruments.

  
  

• Proficiency in Excel and financial formulas.

  
  

• Enthusiasm for working closely with investment professionals.

  
  

• Strong analytical and critical thinking abilities.

  
  

• Excellent interpersonal skills with a strong sense of initiative, team player. 

  
  

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a Fact Setter means:

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.

  
  

• Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.

  
  

• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.

  
  

• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.

  
  

• Career progression planning with dedicated time each month for learning and development. · Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

  
  

Company Culture and Benefits: At our organization, we foster a collaborative and inclusive culture that encourages growth and innovation. We offer competitive benefits and provide ample opportunities for professional development, paving the way for exciting career advancement within the Financial-Technology industry.

Learn more about our benefits here.

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

Company Overview:

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.