Serve as the internal and external point of expertise for PRD data content, providing guidance on instrument structures, identifiers, data definitions, and quality standards
Apply FactSet proprietary coding and screening expertise to support client technical and workflow needs, translating business objectives into data logic and queries
Consult with clients, product managers, and engineering teams to advise on PRD content, data enrichment opportunities, and analytic use cases
Close collaboration with DSO Implementation and with Level 2 Data Excellence teams
Prepare sample files, lead client demonstrations, and assist in complex workflow design using FactSet proprietary technologies and data solutions
Proactively identify gaps, enhancements, and trends in financial data and report recommendations to product and data management teams
Troubleshoot data issues, reconcile mismatches, and resolve challenges with feed integrations to maintain consistency and reliability
Develop training materials and deliver sessions (internal and external) to promote understanding of PRD content, screening logic and optimal workflow integration
Deliver ongoing education and mentorship for colleagues and clients—helping them better leverage core PRD capabilities
Manage documentation, data standards, and process improvements for PRD content across the organization
Contribute to product development initiatives and fact-finding for new data features and content launches
Client relationship management
Day-to-day client engagement

Requirements

Bachelor’s Degree required
9+ years of extensive, hands-on experience with financial instruments (stocks, fixed income, derivatives, FX, commodities, etc.)
Experience with SQL, Python or other data modelling and scripting tools
Experience working with large, complex, multi-asset class datasets
Proficiency with screening logic and data extraction techniques
Proficiency in Excel, including advanced functions for data manipulation and analysis
Prior experience in a client-facing or consulting role within financial data or analytics industry
Knowledge of industry standards for securities identifiers (ISIN, CUSIP, SEDOL, etc.)
Must be legally authorized to work in the United States without the need for employer sponsorship now or at any time in the future

Benefits

Health, life, and disability insurance
Retirement savings plans
Discounted employee stock purchase program
Paid time off for holidays
Family leave
Flexible work accommodations
Career progression planning with dedicated time for learning and development
Business Resource Groups for connection and growth

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SQLPythondata modelingdata extractionExcelfinancial instrumentsscreening logicdata manipulationworkflow designdata reconciliation

Soft Skills

client relationship managementconsultingmentorshipcommunicationcollaborationproblem-solvingtrainingdocumentation managementprocess improvementanalytical thinking