Lead Specialist, Core Performance & FI Analytics

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. Department Brief Middle office teams amongst investment companies are stretched between day-to-day operation tasks and new requests for business development, with situation intensified by growing complexity of financial markets.

Now more than ever, these teams are seeking ways to outsource the integration and maintenance for maximized operational efficiency. With FactSet’s Managed Services, built on the power of our cutting-edge, proprietary middle office solutions, customers can rely on our expertise to confidently navigate complex workflows, ensure data quality, and gain timely access to actionable information. Partnering with FactSet shifts the total cost of ownership over to FactSet, whilst giving clients focused resources on core business development functions.

PROCESS BRIEF We are looking for a Lead Specialist, Core Performance and FI Analytics , Managed Services to join our Buyside Client Services team in Mumbai – an individual who is enthusiastic, intellectually curious and takes pride in the work they do. We offer the opportunity to become a subject matter expert in FactSet’s Performance and FI Analytics products and solutions by bridging the gap between investment and software professionals.

The role requires collaborative partnership with a diverse range of stakeholders including client representatives, sales, product specialists and engineers. Key Responsibilities and Tasks: Effectively handle multiple tasks or Client Services projects independently. Responsibilities include conducting advanced portfolio performance or risk result analysis to assess the different sources of portfolio returns and/or various risk measures, incident management, client service and service delivery.

Develop and maintain up-to-date knowledge of the asset management industry, current market trends and economic factors for maintaining a competitive edge over the execution and delivery of creative solutions & strategies. Actively participate and contribute to best-practices initiatives and product/workflow enhancements for Client Services by obtaining an excellent grasp of the product functionalities and methodologies as well as industry-specific principles and best practices.

Close collaboration with middle and front office of our clients – institutional asset managers, wealth managers and asset owners. Analyze and solve complex business issues related to clients’ investment portfolios, financial data, analytics, and workflows. Strong aptitude for understanding and gathering requirements to address client-specific business needs efficiently. Assist and support the smooth execution of clients’ production processes and workflows.

Collaborating, mentoring, training, supporting, and acting as escalation for the RCS Customer Success or Managed Services Operations teams and other client teams at FactSet Required Skills: University degree in Finance, Economics or related industry discipline. 3+ years of relevant experience required Fluent English verbal and excellent written communication skills. Strong knowledge of financial instruments pricing, including standard stock and bond assets, as well as derivative products such as options, futures, swaps (e.g., CDS, IRS, TRS), and structured products.

Participation in the CFA Program or FRM Program is an added advantage Python and data science skills would be considered a plus Ab