Senior Business Specialist, B-One Performance at FactSet

, , Philippines -

Full Time

Start Date

Immediate

Expiry Date

18 Mar, 26

Salary

0.0

Posted On

18 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Performance Measurement, Statistics, GIPS Analysis, Equity Performance Attribution, Fixed Income Performance Attribution, SQL, Excel VBA, Client Services, Business Analysis, Problem Solving, Communication Skills, Financial Instruments, Portfolio Management, Data Processing, Ad-Hoc Analysis, Technical Knowledge

Industry

Financial Services

Description

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. Your Team's Impact: As a Performance Specialist in our Buyside Client Services Team, based in Manila, you will be working with some of the biggest names in the global Asset & Wealth Management Industry in the Americas and APAC regions using B-One – a sophisticated financial software solution for Performance and Statistics Measurement, Attribution and GIPS ® in 4 main areas: Pre-Sales activities: You will be taking part in many core components of our Specialty Sales process, supporting the global team in activities including Preparation of detailed POCs (Proof of Concepts) using client’s data and creation of RFPs (Requests for Proposal). Client Implementations: You will be working with our global professional services teams on implementing the solution on both – on premise or AWS hosted – environments. The process will follow a project plan, and tasks will involve gathering initial requirements, making all the necessary configurations, loading market data and the client’s portfolio data, testing, results reconciliation, training and all the required steps for completion of the implementation according to client requirements. Assisting our clients in Production: You will be working closely with business stakeholders on client side (such as business analysts from Performance and Reporting teams) to help them with their business requests, questions, and queries. Managed Services: You will act as a qualified dedicated resource helping our clients scale and maximize the value received from the solution while building a strong relationship with some of FactSet’s biggest clients. As part of the role, you’ll need to understand the business context of our clients and provide advice, guidance, and training. The main goal of the service is to deliver high quality performance numbers, ensuring all steps of the calculation workflow – from data in to results our - are flawlessly executed. What You'll Do: Working with our global team of sales specialists and implementation consultants, as well as interacting with our business stakeholders on the client side, helping them in their daily operations. Performing complex ad-hoc analysis using Total Return and Statistics calculations, GIPS Analysis, Equity and Fixed Income performance attribution models. Analyzing and solving complex business issues related to client’s investment portfolios, processing data, conducting specific investigations, including software testing and preparation of detailed spreadsheet prove-out of algorithms’ logic. Familiarizing with all the business functionality of the product and understand the financial logic behind the different modules and the advanced financial methodologies they implement. Having the opportunity to acquiring a substantial amount of technical knowledge, including creation and usage of database SQL queries and application of various Excel VBA functions. What We Are Looking For: Minimum work experience of 48 months Desired Skills: Genuine curiosity and ability to adapt to a dynamic working environment. Bachelor or Master’s degree in Finance or Mathematics. Knowledge and interest in capital markets, portfolio management, financial instruments, performance attribution, portfolio reconciliation. Strong knowledge of Excel using financial formulas. Good communication skills in client-facing situations. Good analytical thinking and problem-solving skills. Fluency in English. Team Player Aptitudes in the below areas will give you an advantage over others, but are not obligatory: Financial Background in Asset Management Industry, CIPM or CFA certification. Experience with Performance Measurement, Business Intelligence or Reporting Solutions. SQL/Database knowledge, preferably with select and join statements. Customer oriented attitude. Technical skills with software applications. 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. 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 characteristics protected by law. FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. Join a team of highly motivated, talented individuals who are empowered to find answers through creative technology. Spread the news! We understand the importance of connections, which is why we have launched an external referral pilot program in the United States. If you are a partner, customer, or vendor; you are now able to refer top talent for a monetary reward. Please note some exclusions may apply* Return to Full Posting List

Responsibilities

The role involves working with global sales specialists and implementation consultants to assist clients in their daily operations and performing complex analyses related to investment portfolios. Additionally, the specialist will help implement solutions and provide ongoing support to ensure high-quality performance metrics.