Fact Set 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 Fact Set, 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.
About The Team
The Analytics & Trading Front Office Solutions group is responsible for defining and creating products that Portfolio Managers and Traders rely on heavily throughout the trading day. We are looking for a Senior Implementation Specialist who will be responsible for implementing Fact Set's Execution Management System (EMS) solutions. You will be joining a global team of subject matter experts with deep technical and industry knowledge in this field who go above and beyond to provide top-notch trading solutions and services.
What You'll Do: Be intimately familiar with our product offerings so that you can work directly with Fact Set's Institutional Asset Management clients and prospects to architect and implement Fact Set's EMS solution (Portware Enterprise and Fact Set EMS). Analyze and define business requirements related to client workflows. Serve as project manager and coordinate between all teams required for an EMS implementation. Ensure projects are executed with expertise, delivered on schedule, and aligned with customer expectations. Train clients in the use of our technology to ensure client success through go-live and into production trading. Work with regional broker-dealers and third-parties on behalf of our clients to establish connectivity and ensure workflows meet client needs. Work with our Sales teams to provide technical expertise on deployment, system set up, configurations that meets clients' requirements. Work closely with our Development, Product Management, and Account Management teams to provide the best resolutions to issues concerning all aspects of our trading solutions. Perform User Acceptance Testing (UAT) and help clients perform their own UAT. Partner with our Client Services team to ensure our clients receive adequate support and a smooth transition to our Account Management team. Understand the evolving needs of our business and our clients, identify and explore opportunities for operational and service improvement. Manage and execute onboarding and projects for existing clients, ensuring smooth setup, configuration, and integration of systems or services. 70% Implement solutions 10% Document solutions 10% Develop and maintain up-to-date knowledge of the finance industry, current market trends and economic factors in order to maintain a competitive edge and form support strategies 5% Serve as an escalation point for retention efforts 5% Assist with learning and development efforts
What We're Looking For: 5+ years of client service/success experience within a financial services institution Excellent communication and presentation skills (verbal and written) with ability to break down and explain complex issues to internal and external audiences (English fluency and proficiency in one or more Asian languages is a plus) Exceptional problem-solving skills are required with ability to work under pressure handling time sensitive issues with a strong sense of urgency Good understanding of multi asset class electronic trading workflow of asset managers (one or more experiences in EQ, ETD, Fixed Income, FX) Proven ability to multi-task as well as critical thinking ability and willingness to learn and adapt is critical Comfortable working with traders and other client personnel (including very senior stakeholders) Ability to influence stakeholders and work closely with them to determine acceptable solutions Enthusiasm, a strong sense of initiative and competitive spirit Ability to travel if required Excellent documentation skills Hands-on technical experience and proficiency in the following technologies: OMS/EMS, FIX and network, JAVA, Oracle DB, Various server OS Platforms (Windows, Linux, Solaris, etc.), Citrix.
Company Overview:
