Associate Implementation Specialist, Pricing and Reference Data

FactSet

. Gather client requirements .

Posted 9/17/2026full-timeBoston • Colorado • United StatesJuniorMid-Level💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in data management, financial products, and client relationship management, with a strong ability to analyze and interpret complex datasets. Proficient in collaborating with cross-functional teams to streamline processes and enhance product offerings.

Highest-signal resume keywords

Data ManagementPricing And Reference Data ExperienceFinancial Products KnowledgeData Modelling ExperienceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data TransformationQuery LanguageExcel FunctionsSQLPythonFQLData AnalysisData TroubleshootingData FilteringData Validation

Soft Skills

Organizational SkillsInterpersonal SkillsAdaptabilityCollaborationProblem-Solving

Certifications & Qualifications

CFA Program ParticipationTechnology-Focused Certification Programs

Industry Keywords

Financial DataStocksFixed-Income SecuritiesDerivativesFXCommoditiesCorporate ActionsDerived AnalyticsInstrument IdentifiersSymbol Cross-Reference

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Gather client requirements
Prepare proof-of-concept files
Perform data transformation and filtering
Design processes and conduct implementation, testing, and troubleshooting
Communicate with clients during pre-sales activities
Liaise with the pre-sales coverage check team to facilitate initial sample-file delivery
Collaborate with sales, product, engineering, consulting, and other internal teams throughout implementations
Develop and share knowledge of pricing and reference data content, including instrument identifiers, symbol cross-reference, entity reference, prices, terms and conditions, corporate actions, and derived analytics
Participate in product development with agile teams to improve existing and new products
Manage client relationships and engage with clients day to day
Standardize client-specific tasks
Streamline data workflows and pipes
Provide external and internal training and education
Debrief complex situations

Requirements

What you’ll need

University degree in Data, Business, Technology or another related field
Minimum of 1 year of pricing and reference data experience
Knowledge of financial products and instruments
Data management and Query Language experience
Good understanding of Excel functions and code arguments
Strong organizational skills to manage multiple projects and identify economies of scale
Effective communication and interpersonal skills to collaborate with diverse teams
Ability to cultivate collaborative and productive relationships
Adaptability and capability to manage multiple priorities
Ability to analyze, validate, and interpret large and complex datasets
Ability to troubleshoot data issues, reconcile mismatches, or resolve feed integration issues
Good understanding of financial data and security types including stocks, fixed-income securities, derivatives, FX, and commodities
Data modelling experience, such as SQL or Python
Experience with FQL and Screening syntax
Participation in the CFA Program or technology-focused certification programs is desired

Benefits

Comp & perks

Discounted employee stock purchase program
401K matching
3 weeks paid time off during the first year of employment
No or low-cost medical, dental and vision care
Reimbursement for eligible CFA, CIPM, CAIA and FRM exam expenses
Wellness programs including gym discounts
16 weeks paid parental leave for the primary caregiver
4 weeks paid parental leave for the secondary caregiver
Employee referral bonuses
Health, life, and disability insurance
Retirement savings plans
Paid time off for holidays and family leave
Flexible work accommodations
Career progression plans with dedicated monthly learning and development time
Employee-led Business Resource Groups
Volunteerism, sustainability, and inclusivity programs