Associate Implementation Specialist, Pricing and Reference Data

Your Team's Impact 

We are seeking a highly skilled and motivated individual to join our Data Solutions group as a Pricing and Reference Data (PRD) Associate Implementation Specialist.

The Data Solutions group is responsible for the growth of FactSet’s DataFeed (off-platform) products and solutions. Our aim is to consult & organize our client’s data consumption processes with FactSet proprietary and industry standard delivery solutions. 

Pricing and Reference Data is foundational data used to identify, describe and value financial instruments, such as stocks, bonds, derivatives, and currencies. PRD is required for workflows across the entire investment process, including trade execution, portfolio management, risk management, compliance, investment accounting and reporting.  There is a tremendous market for this area of focus, including expanding into new clients, as well as competitor replacements. 

You will gain exposure to a wide range of Data Solutions products; including FactSet proprietary technologies (e.g. User Configurable Feeds), Cloud and Managed Services (Snowflake, AWS, Azure), Standard DataFeeds (SQL Databases), FactSet proprietary content, Prices, Partner and exchange data and FactSet Content APIs as well as learning to design custom solutions tailored to each client using a combination of products. 

What You'll Do 

• Gathering client requirements, preparing proof of concept files, data transformation and filtering, process design, implementation, testing & troubleshooting, and pre-sales client communication. 
• Liaising with the pre-sales coverage check team to facilitate the delivery of initial sample files 
• Working alongside with our sales, product, engineering, consulting teams and other internal teams throughout the implementation process. 
• Develop and share knowledge on PRD content (e.g. instrument identifiers, symbol cross reference, entity reference, prices, terms and conditions, corporate actions and derived analytics) 
• Involvement in product development (working with agile teams, improving existing & new products) to help shape the future of FactSet’s PRD offering 
• Client relationship management 
• Day to day client engagement 
• Standardization of client specific tasks 
• Streamlining data workflows & pipes 
• External and internal training and education 
• Debriefing of complex situations 

What We're Looking For 

Required Skills 

• University degree in Data, Business, Technology or other related field 
• A 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 how to navigate through functions and code arguments in Excel 
• 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. 

Desired skills 

• Good understanding of financial data and different security types (stocks, fixed-income securities, derivatives, FX, commodities) 
• Data modelling experience e.g., SQL, Python 
• Experiences with FQL and Screening syntax 
• Participation in the CFA Program or technology focused certification programs (e.g., AWS Cloud Practitioner, Snowflake Certifications, Power BI) 

Why Life is Better as a FactSetter

• Secure your future with our discounted employee stock purchase program and 401K matching
• 3 weeks paid time off your first year of employment
• No or low-cost medical, dental and vision care
• Reimbursement for eligible expenses related to the CFA, CIPM, CAIA and FRM exams
• Wellness programs including gym discounts and more
• 16 weeks paid parental leave for the primary caregiver (4 weeks for secondary)
• Employee referral bonuses

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: 

• Contributing to a firm with over 40 years of consecutive growth, named a 2023 Best Place to Work by Glassdoor and led by a top-rated CEO Talent Champion. 
• 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, and family leave. 
• 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, sustainability, and inclusivity, where collaboration is always encouraged, and individuality drives solutions. 
• Career progression plans with dedicated time each month for learning and development. 
• Employee-led Business Resource Groups that align with our DE&I strategy and are wholly supported by Executive Management. 

Learn more about our benefits here. 

The budgeted salary range for this position in the states of Colorado and New York is $80,000-$100,000.

Please Note: the budgeted salary range may differ in other locations.

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