Senior Performance Specialist

FactSet

Performance Specialist generating pipeline and demonstrating FactSet’s performance analytics for buy-side and wealth-management clients. Hybrid role based in New York or Boston.

Posted 8/19/2026full-timeNew York City • Massachusetts, New York • 🇺🇸 United StatesSenior💰 $145,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in sales and client engagement within the performance market, with a strong ability to build relationships and tailor product demonstrations to meet investment management needs. Proven skills in collaboration, problem-solving, and managing multiple projects effectively.

Highest-signal resume keywords

10+ Years Sales ExperienceMiddle Office Workflow ExpertiseStrong Communication SkillsCFA QualificationsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Sales Pipeline GenerationPerformance Product AssessmentContract Pricing SupportProduct Demonstration DesignAnalytical Skills

Soft Skills

Relationship BuildingOrganizational SkillsTime ManagementProblem-SolvingMentoring

Tools & Technologies

B-OneEagleStatPro

Certifications & Qualifications

CFA

Industry Keywords

Performance SolutionsBuy SideWealth ClientsClient EngagementCompetitive Landscape

About the role

Key responsibilities & impact

Generate and convert sales pipeline for FactSet Performance Solutions across Buy Side and Wealth clients in the Americas
Assess and qualify Performance products and services for prospective buyers
Provide sales support through demonstrations, pilots, proofs of concept, discussions, and activity coordination
Maintain understanding of the performance market and competitive landscape
Identify growth opportunities based on client types and user workflows, then execute through client engagement and commercial discussions
Design tailored product demonstrations for specific investment management needs
Partner with sales, analytics, sales engineering, and consulting stakeholders on sales engagements
Support contract pricing and coordinate with implementation teams
Share client insights to shape product strategy and future development
Mentor others, contribute to training, run campaigns, and engage with product strategy and development
Report opportunity status to senior management regularly
Build and expand relationships across international internal and external networks

Requirements

What you’ll need

At least 10 years of experience in a sales and/or client-facing role
Strong record and understanding of customer needs and building effective relationships
Experience with the Middle Office and Performance workflow
Previous exposure to B-One, Eagle, or StatPro is a plus
Proven ability to excel in a collaborative team environment
Strong verbal and written communication skills
Strong organizational and presentation skills
Strong time management skills and ability to manage multiple projects in parallel
Strong problem-solving and analytical skills
Willingness to learn new trends and stay aware of industry changes
Willingness to travel
Degree in Finance, Economics, Mathematics, or a related field
CFA qualifications desirable
For U.S. locations, must be legally authorized to work in the United States without employer sponsorship

Benefits

Comp & perks

Health, life, and disability insurance
Retirement savings plans
Discounted employee stock purchase program
Paid time off for holidays
Family leave
Company-wide wellness days
Flexible work accommodations
Volunteerism and sustainability community
Career progression planning
Dedicated monthly time for learning and development
Business Resource Groups