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FactSet

Implementation Specialist

FactSet

. Produce client-facing communication in coordination with the implementation project manager .

Posted 10/14/2026full-timeUnited StatesJuniorMid-Level💰 $92,000 - $100,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in implementing and optimizing FactSet’s Analytics tools, providing technical guidance, and developing user training programs. Strong ability to communicate complex investment principles and enhance client workflows through collaboration with technical teams.

Highest-signal resume keywords
FactSet Analytics Tools ExperienceTechnical Proficiency in Screening CodesUser Training DevelopmentClient Workflow OptimizationCFA, CIPM, CAPM, FRM, MBA Certifications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Implementation Scope ManagementUser Workflow SpecificationTechnical Integration GuidanceSolution OptimizationComplex Screening Code Writing
Soft Skills
Detail-OrientedInitiativeOwnershipEffective CommunicationMentoring
Certifications & Qualifications
CFACIPMCAPMFRMMBA
Industry Keywords
Investment PrinciplesClient RequirementsTechnical Aspects of AnalyticsGrowth StrategiesImplementation Projects

About the role

Key responsibilities & impact
  • Produce client-facing communication in coordination with the implementation project manager
  • Build and manage implementation scope and effort estimates
  • Provide product (functional and technical) guidance on solutioning processes based on customer needs
  • Create user workflow specifications and custom report specifications
  • Establish priority and direction for technical integration staff on client requirements
  • Develop a comprehensive understanding of the technical aspects of the Analytics suite
  • Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities
  • Communicate effectively with sophisticated users through a strong understanding of investment principles and their application in the industry
  • Identify growth strategies by outlining client organizational structures and uncovering additional opportunities during implementation
  • Study client workflows and partner with Product Development and Engineering to enhance FactSet’s products
  • Provide user training and support development of training programs
  • Facilitate transition from implementation to support
  • Work on implementations, solution optimization, and other time- and knowledge-intensive projects
  • Mentor more junior team members on larger and more complex engagements

Requirements

What you’ll need
  • Bachelor’s degree in Economics, Business, Computer Science, or a related field or equivalent experience
  • At least 2+ years of experience working with FactSet’s Analytics tools
  • Strong technical background
  • Proven technical proficiency, particularly in writing complex screening codes
  • Understanding of how clients use FactSet Analytics and Performance Solutions products
  • Extremely detail-oriented with the ability to see the big picture
  • Enthusiastic with a keen sense of initiative and a desire to take ownership
  • Willingness to travel
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
  • CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred

Benefits

Comp & perks
  • Health, life, and disability insurance
  • Retirement savings plans
  • Discounted employee stock purchase program
  • Paid time off for holidays
  • Family leave
  • Company-wide wellness days
  • Flexible work accommodations
  • Volunteerism and sustainability community
  • Career progression planning
  • Dedicated monthly time for learning and development
  • Business Resource Groups open to all employees