Principal Implementation Specialist

FactSet

Principal Implementation Specialist leading client implementations of FactSet’s financial analytics, performance, and risk solutions. Guiding deployments, integrations, training, and product improvements.

Posted 8/21/2026full-timeNew York City • California, Connecticut, Illinois, Massachusetts, New York • 🇺🇸 United StatesLead💰 $140,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience with FactSet’s Analytics tools and a strong technical background in implementing and enhancing product deployments. Capable of providing functional guidance, developing user training programs, and collaborating effectively with cross-functional teams.

Highest-signal resume keywords

FactSet Analytics ToolsTechnical ProficiencyCFA CertificationImplementation ManagementUser Training Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Complex Screening CodesUser Workflow SpecificationsTechnical IntegrationProject PlanningImplementation Scope Management

Soft Skills

Detail-OrientedInitiativeOwnershipCommunication

Tools & Technologies

FactSet Performance SolutionsAnalytics APIsPortfolio VaultInsightSPAR

Certifications & Qualifications

CFACIPMCAPMFRMMBA

Industry Keywords

Investment PrinciplesClient WorkflowsGrowth StrategiesEmerging TrendsImplementation Best Practices

Tech Stack

Tools & technologies

Vault

About the role

Key responsibilities & impact

Lead implementation efforts for a business line or product
Partner with the regional Implementation manager to derive and execute best practices
Produce client-facing communication with the implementation project manager
Build and manage implementation scope and effort estimates
Collaborate on project plans
Provide functional and technical product guidance based on customer needs
Create user workflow specifications and establish priorities for technical integration staff
Develop comprehensive understanding of the Analytics suite’s technical aspects
Implement new and enhance existing deployments
Communicate with sophisticated users about investment principles and industry applications
Identify growth strategies and uncover additional opportunities during implementations
Share emerging trends, successes, and improvement areas
Study client workflows and partner with Product Development and Engineering to enhance products
Provide user training and support training program development
Facilitate transition from implementation to support

Requirements

What you’ll need

At least 7 years of experience working with FactSet’s Analytics tools
Bachelor's degree required
Understanding of FactSet Analytics and Performance Solutions products, including PA, SPAR, 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
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

Comp & perks

Health, life, and disability insurance
Retirement savings plans
Discounted employee stock purchase program
Paid time off for holidays, family leave, and company-wide wellness days
Flexible work accommodations
Volunteerism and sustainability community
Career progression planning with dedicated monthly time for learning and development
Business Resource Groups open to all employees