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 Institutional Buyside division is responsible for developing and marketing industry-leading tools for portfolio management, quantitative research, risk, performance & attribution, and execution management across the investment lifecycle. Our clients include the world’s largest asset managers, asset owners, and insurance companies.
The Middle Office Product Management team is responsible for our Portfolio Analytics, Risk, Performance, Fixed Income and Reporting products. This includes the product management, quantitative research and model validation functions who work in conjunction with sales, marketing, engineering, and client solutions to build and bring to market industry leading products. The product management team is responsible for implementing new products and enhancing existing ones. The mission of the department is to deliver & bring to market client-centric, world-class solutions that solve our clients' greatest challenges. The Front-End team is focused on driving new user growth and increasing stickiness & retention through superior user experience and cutting-edge solutions.
With this role, FactSet is pioneering the next generation of Portfolio Analytics with an innovative, workflow-centric platform designed to redefine how investment professionals engage and perform portfolio management functions. Building upon the industry-leading strength and proven analytical power of our flagship Portfolio Analytics applications, this future-focused product aims to deliver a modern, intuitive, and cohesive user experience. Emphasizing seamless user interactions, platform connectivity, and superior efficiency, the platform will empower users to tackle complex portfolio management tasks with greater ease and precision. As we strategically enhance our front-end capabilities to match our robust calculation engines, this new solution will set the standard for the future of Institutional Buyside tools.
This position will report to the Director of Product Management for the Front End of Analytics Hub, Portfolio Analysis, and SPAR.
Responsibilities:
Define, lead, and execute on the development of the next generation of FactSet’s analytics applications roadmap
Work closely with cross-functional teams to align stakeholders to achieve business outcomes. Establish and track KPIs & OKRs aligned to the strategic vision of the product & business line
Engage with diverse customer personas and client types to understand, critically evaluate, and facilitate the development of solutions to their evolving business needs
Passionately present the vision, value proposition, and development progress to business leadership, engineering, and client stakeholders
Build client-centric workflow solutions around the investment management portfolio lifecycle, starting from ideation through go-to-market and product launch to on-going user support and feedback
Operate in an Agile product development environment and define product requirements through story writing, acceptance criteria, and testing
Collaborate with engineering, design, marketing, account teams and clients to solve user experience problems and design technically viable solutions
Required Skills:
Bachelor’s degree in finance, economics, STEM, or related field, or equivalent professional experience
10+ years of product management or relevant experience in financial services, investment platforms, or fintech with a proven track record of successfully designing, launching, and managing a software product
Excellent leadership capabilities and the ability to build consensus and motivate teams around common goals
Deep understanding of client types - Asset Owners, OCIOs, Asset Management, and PE/VC workflows with knowledge of current trends in Buyside technology and operating models
A product-first mindset, with a solid focus on understanding client problems, defining clear goals, and experimenting to find the best solutions
Strong organizational, communication, and finance skills, and able to work in a team environment
High level of motivation, problem-solving, and a track record of sound decision making ability in an ambiguous environment
Ability to challenge the status-quo of decision making to improve the organizations' effectiveness
Preferred Qualifications:
Experience with portfolio analytics solutions and prior experience with FactSet’s Portfolio Analytics suite of products is a plus
Experience with Jira and other collaboration software is preferred
Job location: Boston, Connecticut, Chicago, New York and, San Francisco
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.
Learn more about our benefits here.
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 the States of Connecticut, California and in New York City is $120,000 -$150,000
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 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
VEVRAA Federal ContractorRequest Priority Protected Veteran & Disabled Referrals for all of our locations within the stateThe EEO is the Law poster is available here.FactSet Research Systems Inc. endeavors to make our website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact recruiting@factset.com.Equal Opportunity Employment PolicyIt is the policy of FactSet Research Systems Inc. ("FactSet") to provide equal employment and advancement opportunities to all qualified employees and applicants for employment regardless of their race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, physical or mental disability, genetic information, protected veteran status, pregnancy, military or military reserve obligations, or any other class or status protected by law. This policy applies to all policies and procedures related to recruitment, hiring, training, promotion, compensation, benefits, transfer, discharge, and other terms and conditions of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. If you have questions concerning this policy, please contact the Human Resources department at +1 (203) 810-1000.
