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 Trading Product Specialist functions as a technical account manager for a book of FactSet’s EMS (Execution Management System), Portware. They work closely with the product and engineering teams, as well as Implementation Team, and Support teams. They are responsible for retention of the client by developing bilateral collaboration and trust with the client and advocating internally for the client’s goals and requests. The role requires business acumen, technical insight, and customer relationship skills at a high level.
They are tasked with managing and implementing a book of work focused on delivering new features of the EMS and projects driven by client need. Projects and efforts include product upgrades, workflow changes, new asset class and trading strategy implementations, broker and liquidity provider connectivity, new user training, updates to the front-end GUI, and creation of client facing reports.
What You'll Do
Participated in the pre-sale process to assess client needs before the start of implementation.
Implement Portware Enterprise post sale following SOW requirements. Be a project lead during implementation working with various teams across FactSet.
Create a strategy and set objectives for each client account.
Participate in the requirements gathering process at the onset of implementation projects as well as during the day-to-day process to ensure that the appropriate resources are allocated.
Champion customers’ current and anticipated needs through effective partnerships.
Act as a client advocate internally to create visibility of client needs.
Focus activities on the clients’ business and priorities.
Identify business opportunities that support FactSet objectives.
Work with Product Management, Support, and Development as well as Sales and Pre-Sales Engineering to ensure efficient and cost effective client implementations.
Work with Support on resolution of any issues.
Act as a role model to inspire higher standards, efforts, and results in others.
What We're Looking For
Required Skills
Bachelor’s degree in Economics, Business, Computer Science or a related field.
Minimum 8+ years in financial markets front office environments with core knowledge of market structures across multiple asset classes and types.
Experienced project manager with the ability to drive and deliver concurrent, significant, and priority conflicting projects to completion.
Experience as a technical business analyst with deep understanding of translating business needs into functional requirements.
Experience working directly with software engineers/developers as well as Technical Architects on business requirements.
Experience with securities trading (FX or Fixed Income strongly preferred, other asset classes such as derivatives and equities a plus).
Experience with the FIX protocol and its practical application.
Demonstrated commitment to learning and gaining from both successes and failures.
Experienced logical, systematic, conceptual, and practical thinker.
Understand EMS system and its components both holistically and separately. OMS experience is a nice to have.
Competency to execute at varying levels of work from operational to strategic.
Highly Desired:
Job location: New York, NY, Norwalk, CT and Boston, MA
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 Connecticut is $148,000 -$185,000
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
