Principal Implementation Specialist (San Francisco)

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 Implementation Specialist will help lead implementation efforts for a business line or product. The Principal Implementation Specialist will partner with the regional Implementation manager to derive and execute on best practices for engagements within their mandate. An important element of this role is to ensure that our internal product development strategies are working in the market and that products get easier to deploy over time.

Clients look to the Implementations team to develop and implement solutions that solve their most complex problems. Our clients see the Implementations team as a key partner when complex changes occur at their firm. These changes can include large-scale deployments of FactSet software, organizational changes, and enhancing custom processes. As we increase the breadth of our product mix, the strength and agility of our Implementations team will become even more instrumental to the success of the business.

FactSet's Implementations team has the opportunity to work across the portfolio lifecycle. This role will work primarily with tools that are a part of our performance suite of products as well as our core analytics and risk tools. As our mandate continues to grow, we are looking for eager, exceptionally talented individuals to join our team!

Principal Implementation Specialists are part of a fast growing team comprised of subject matter experts, combining product and industry knowledge to help ensure customer success during implementations. Principal Implementation Specialists are expected to be experts in the core Portfolio Analytics suite, Performance solutions as well as our Risk offering. As an Principal Implementation Specialist you will work with a Implementations project team to lead successful client implementations.

What You'll Do

• Produce client-facing communication in coordination with the implementation project manager

• Build and manage implementation scope and effort estimates. Collaborate on building project plans

• Providing product (functional and technical) guidance on the solutioning of processes based on customer needs

• Create user workflow specifications and establish priority and direction to technical integration staff on client requirements

• Develop a comprehensive understanding of the technical aspects of the Analytics suite

• Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities

• Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry

• Identify growth strategies by outlining client organizational structures and uncovering additional opportunity during the implementation process

• Share emerging trends, what is working well, and areas for improvement

• Study client workflows and partner with Product Development and Engineering to enhance FactSet's products

• Provide user training and support the development of training programs

• Facilitate transition from implementation phase to support

What We're Looking For

Required Skills

• At least 7 years of experience working with FactSet's Analytics tools

• Bachelor's degree in Economics, Business, Computer Science, or a related field or equivalent experience.

• Understanding of how clients use FactSet Analytics and Performance Solutions products to include PA (Portfolio Analysis), SPAR (our returns-based Style, Performance, and Risk tool), Portfolio Vault & Insight and Analytics APIs.

• Excellent technical background

• Proven technical proficiency particularly with writing complex screening codes

• CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred

• Extremely detail-oriented with the ability to see the big picture

• Enthusiastic with a keen sense of initiative and a desire to take ownership

• Willingness to travel

Job location: Boston, Chicago, Los Angeles, New York, Norwalk, San Francisco, Toronto, CAD

Working Environment : Hybrid

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 range for this position in New York City, Connecticut and California is $140,000 - $175,000.

The budgeted range for this position in Toronto is $150,000 - $195,000 CAD.

Please note: the salary range may differ in other locations or countries

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 and follow us on <