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.
Role Overview
The Business Analyst plays a key leadership role within the team, overseeing complex corporate actions processes, mentoring junior staff, driving improvements, and acting as a primary point of contact for escalations and cross-departmental initiatives. This position demands strong expertise in corporate actions, process optimization skills, and the capacity to influence improvements in data quality and operational efficiency.
Key Responsibilities
- Lead the end-to-end process for capturing, validating, and processing global corporate actions events (including but not limited to mergers, acquisitions, spin-offs, dividends, splits, tender offers, and rights issues).
- Oversee and review work performed by junior specialists, providing guidance, training, and feedback to ensure data quality standards are maintained.
- Collaborate with product management, engineering, and QA teams to drive process optimization, automation initiatives, and workflow enhancements.
- Serve as an escalation point for complex data discrepancies, client inquiries, and high-impact events, resolving issues promptly and efficiently.
- Analyze market/regulatory changes and their impacts, updating procedures and ensuring compliance.
- Develop and maintain documentation of best practices, process guidelines, and workflow changes.
- Lead user acceptance testing (UAT) and participate in system development projects, providing subject matter expertise.
- Liaise with global stakeholders, including clients, exchanges, and internal teams, regarding corporate actions-related matters.
- Monitor KPIs and proactively report on quality metrics, operational risks, and improvement opportunities.
- Support management in strategic planning and resource allocation.
Qualifications And Skills
- Bachelor's degree in Finance, Economics, Business, or a related field.
- 5+ years of experience in corporate actions, financial operations, market data, or a similar role, preferably within a data provider, bank, or asset manager.
- Deep understanding of global corporate actions lifecycles, market practices, and regulatory impacts.
- Experience with automation, process optimization, and workflow design preferred.
- Familiarity with industry standards (e.g., SWIFT messaging, ISO formats) and corporate actions systems/tools.
- Strong leadership and mentoring skills; prior experience supervising or training team members is highly desirable.
- Outstanding analytical, problem-solving, and research skills.
- Excellent written and verbal communication, with ability to influence stakeholders and present findings.
- Advanced proficiency in Excel and experience with databases, analytics, or workflow management tools.
- Proven track record working in fast-paced, high-pressure environments.
Desirable
- Knowledge of FactSet platforms and products.
- Relevant certifications (e.g., CFA, CAIA, CASS, Six Sigma).
- Multilingual proficiency.
- Project management or business analysis experience.
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.
