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.
About Factset
FactSet (NYSE: FDS | NASDAQ: FDS) delivers cutting-edge analytics, world-class service, comprehensive content, and innovative technology to empower over 218,000 users to identify opportunities and act swiftly. Committed to providing investment professionals with a competitive edge, FactSet offers fresh perspectives, actionable insights, and unparalleled support from its dedicated specialists.
Founded in 1978, FactSet operates in 34 offices across 19 countries, employing over 13,000 people globally. With annual revenues exceeding $2.09 billion, FactSet is headquartered in Norwalk, Connecticut.
PROCESS BRIEF
Our clients are increasingly seeking ways to optimize the integration and maintenance of their workflows to free up time, reduce operational costs, and minimize personnel risk. FactSet's Managed Services, leveraging our middle office solutions, allowing users to navigate complex workflows, ensuring data quality, and accessing actionable information earlier.
Job Responsibilities
- Lead, manage, and oversee team performance and delivery, while supporting hiring efforts through building a strong talent pipeline and developing training programs for high-potential hires.
- Partner with SMEs, key stakeholders, and cross-functional teams to gather content, validate accuracy, and ensure training alignment.
- Drive the successful implementation and ongoing management of team training programs.
- Stay current on training and development best practices, recommending enhancements to continuously improve program effectiveness.
- Design and curate training plans aligned to client needs, ensuring a consistent and scalable pipeline for business deployment.
- Own and drive continuous improvement of key KPIs, including time-to-productivity, new hire ramp-up, training completion, and measurable performance outcomes.
- Set clear goals and objectives, providing strategic direction, coaching, and guidance to team leaders.
- Monitor, balance, and optimize team capacity, workload, and responsibilities to maximize productivity and quality of delivery.
- Apply strong theoretical and practical knowledge of equity and fixed income concepts and analytics to support operational excellence.
- Demonstrate deep expertise in the tools, systems, and processes required to build and manage efficient, high-performing operations teams.
- Define and implement performance metrics to evaluate individual contributions and overall team success.
- Provide coaching and mentorship to team members, recognizing and rewarding high performers.
- Conduct regular performance reviews and deliver timely, constructive feedback.
- Develop and implement Performance Improvement Plans (PIPs) when necessary.
PREREQUISITES (Eligibility Criteria Skills Required)
- Solid foundation in Finance, supported by a university degree in Business Management, Business Administration, Financial Management, Mathematical Finance, Economics, or a related field.
- A postgraduate degree and/or relevant professional certifications are highly preferred.
- Current or most recent role should be at the Manager or Associate/Assistant Manager level with experience as a manager of managers.
- Minimum of 9 years of overall professional experience, including at least 12 to 24 months in a manager role.
- Proven experience in managing teams of 30 to 50 members.
- Strong proficiency in Microsoft Excel; knowledge of logic and basic coding concepts is a plus.
- Exceptional written and verbal communication skills.
- Demonstrated ability in people and performance management.
- Highly proactive in driving improvement initiatives; strong change management capabilities.
- Strong business acumen, well-organized, analytical, and strategic in problem-solving.
- Willingness and ability to work in a hybrid setup, with the first six months onsite to accelerate learning and integration.
- Flexible working in shifts aligned with business requirements.
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 atwww.factset.comand follow us onXandLinkedIn.
At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.
