Principal Implementation Specialist

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.

The Principal Implementation Specialist will help lead implementation efforts for FactSet's Reporting Line. The Principal Implementation Specialist will partner with the regional implementation manager to derive and execute on best practices for engagements within their mandate. An important element of this role is to ensure that our internal product development strategies are working in the market and that products get easier to deploy over time.

Clients look to the Professional Services Group to develop and implement solutions that solve their most complex problems. Our clients see the Professional Services Group as a key partner when complex changes occur at their firm. These changes can include large-scale deployments of FactSet software, organizational changes, and enhancing custom processes.

FactSet's Professional Services Team has the opportunity to work across the portfolio lifecycle within the Institutional Buy-side Business Unit. This role will work primarily with tools that are a part of our performance suite of products as well as our core analytics and risk tools.

Analytics Implementation Specialists are part of a fast growing team comprised of subject matter experts, combining product and industry knowledge to help ensure customer success during implementations. Implementation Specialists are expected to be experts in FactSet's Reporting Solutions. As an implementation specialist you will work with a Professional Services project team to lead successful client implementations.

What You'll Do

• Produce client-facing communication in coordination with the implementation project manager
• Build and manage implementation scope and effort estimates. Collaborate with Global Professional Services on building project plans
• Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
• Create user workflow specifications and establish priority and direction to 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
• Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry
• Identify growth strategies by outlining client organizational structures and uncovering additional opportunity during the implementation process
• Share emerging trends, what is working well, and areas for improvement with the Analytics Team
• Study client workflows and partner with Product Development and Engineering to enhance FactSet's products
• Provide user training and support the development of training programs
• Facilitate transition from implementation phase to support

What We're Looking For

• Bachelor's degree
• Minimum of 11 years of experience in designing, developing, and implementing complex software solutions within enterprise environments
• At least 6 years of experience working with FactSet's Analytics tools - specifically the reporting suite
• Deep understanding of how clients use FactSet Analytics and Reporting Solutions products including Vermilion, Portfolio Publisher, Portfolio Reporting Batcher and Analytics APIs.
• Excellent technical background
• CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred
• 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

The budgeted amount range for this position in the States of Connecticut, Massachusetts and New York is $160,000 - $195,000.

The budgeted amount range for this position in Minnesota is $140,000 - $170,000.

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  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