Work In Tech

ABOUT FACTSET

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than 89,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists. Founded in 1978 and operating from 60 offices in 23 countries, employing more than 9200 people, FactSet has over $1.32 Billion in annual revenues and is headquartered in Norwalk, Connecticut.

We are unified by the spirit of going above and beyond for our clients and each other. We look to foster a globally inclusive culture, enabling our people to be themselves at work and to join in, be heard, contribute, and grow. We continually seek to expand our workforce with diverse perspectives, backgrounds, and experiences. We recognize that our best ideas can come from anyone, anywhere, at any time and help us provide the best solutions for our clients around the globe. Our inclusive work environment maximizes our diversity values, engagement, productivity, and ultimately makes FactSet a fun place to work.

PROCESS BRIEF

Portfolio Services is an integrated suite of client services that ensures consistent, accurate and timely nightly processing of portfolio and security level returns and analytics. The Portfolio Services Reconciliation Team conducts daily analytics research on client portfolios. We address security analytics issues. The team closely supports and coordinates with other Portfolio Services stakeholders to ensure clients’ analytics data are quality assured in real-time, and to address questionable inputs or settings in their holdings.

JOB RESPONSIBILITIES

The primary responsibilities of the position include:

• Performs coverage and analytical research on incoming tasks from the Portfolio Services Dashboard queue.
• Learn, execute, manage and apply Confluence-based quality assurance processes when possible
• Commit oneself to continuous learning of different tools, utilities and processes used by the team to execute and manage quality assurance processes
• Commit oneself to continuous learning of fixed income terms and analytics at a conceptual and application level.
• Accountable for work output produced
• Responsible and accountable for workload timeliness and RPD management
• Accountable for development and growth of product and process knowledge including passing quarterly PKT.
• Report and consult team mentor/leader/manager for any and all work-related questions and concerns

JOB REQUIREMENTS

• University Degree holder - Business Management, Business Administration, Financial Management, Mathematical Finance, Economics or equivalent - and in good standing
• Strong analytical, problem-solving skills
• Ability to work independently
• Interest in learning new concepts and technologies
• Strong Interpersonal Skills
• Quick learner; ability to apply skills and past experiences in new situations
• Experience with and knowledge of Microsoft Excel, logic/coding an advantage
• Flexible to work in shifts
• Good command of the English language – written and oral

Diversity

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

Returning from a break?

We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career