Senior Performance Specialist, Managed Services

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) recently added to the SP 500 index, FactSet delivers superior content, analytics, and flexible technology to help more than 162,000 users see and seize opportunity sooner. 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 support 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.

Diversity

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

Department Brief

Middle office teams amongst investment companies are stretched between day-to-day operation tasks and new requests for business development, with situation intensified by growing complexity of financial markets. Now more than ever, these teams are seeking ways to outsource the integration and maintenance for maximized operational efficiency. With FactSet s Managed Services, built on the power of our cutting-edge, proprietary middle office solutions, customers can rely on our expertise to confidently navigate complex workflows, ensure data quality, and gain timely access to actionable information. Partnering with FactSet shifts the total cost of ownership over to FactSet, whilst giving clients focused resources on core business development functions.

Process Brief

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.

Key Responsibilities and Tasks:

• 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).
  

Required Skills:

• 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.

Job Location: Mumbai

Beneficial Skills:

• Financial background in the Asset Management industry
• Genuine interest in capital markets and portfolio management
• Experience with Performance Measurement Attribution, or Risk Management
• Interest and affinity to work with software, data and analytics
• Financial instruments pricing knowledge, including standard Stock and Bonds assets as well as derivative products such as Options, Futures, Swaps (e.g. CDS, IRS, TRS), Structured Products, etc.
• Python and data science skills would be considered a plus
• Participation in the CFA Program or FRM Program
• At least 3 years of relevant working experience

Learn more about our benefits here

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