FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access

The Institutional Buy Side is responsible for developing and marketing industry-leading tools for portfolio management, quantitative research, risk, performance & attribution, and execution management across the investment lifecycle. Our clients include the world’s largest asset managers, asset owners, and insurance companies.  

The Services organization is focused on evolving FactSet’s global service delivery model by streamlining operational workflows and enhancing data quality, transparency, and efficiency. This includes key service tools such as Portfolio Reconciliation Utility, Portfolio Health, Lifecycle Dashboards, and Portfolio Services Dashboards—tools that underpin FactSet’s growing Managed Services and Portfolio Services business. 

The Services Product Management team is driving the evolution of our workflow and process monitoring tools.  These products ensure transparency into the processing of data into FactSet, validating and ensuring data accuracy and completeness, and outputting the results in presentation ready format.  

The Services Product team is looking for a talented individual with experience with Middle Office applications and workflows to contribute to a team responsible for delivering solutions to enhance efficiencies within Middle Office functions at our clients.  This role will have the responsibility of driving product development and influence product strategy as the team builds out the product offering to support performance, reporting and risk workflows. 

Responsibilities: 

• Collaborate with clients, internal stakeholders and software engineering teams to define and execute product roadmap for Services products 

• Become the SME of Services products and driving the evolution of the products into a seamless experience for our users   

• Apply Product Mindset principles to identify opportunities to deliver value to our customers. 

• Responsible for product delivery, success measurement, and marketing 

Required Skills: 

• Minimum of 5 years of relevant professional experience 

• Collaborative team player with capability to work within a global, cross-functional team 

• Must possess enthusiasm, desire and a strong sense of initiative as a self-starter     

• Strong communication and interpersonal skills 

Preferred Qualifications: 

• Proficient knowledge of Middle Office applications and knowledge of Services offerings 

• Experience with Agile development

Nice to Have:

• Base knowledge or aptitude with AI concepts

​Job location: Boston, Chicago, New York and Norwalk

Working Environment: Hybrid

For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

What's In It For You 

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter 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. 

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. 

The budgeted amount range for this position in New York City and Norwalk is $120,000 -$150,000

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 race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify