Client Data Integration Specialist

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 FactSet Client Data Integration CDI is a team of client facing specialists focused on the process and development cycle surrounding the on-boarding of client financial data onto FactSets systems The ability for prospective and existing clients to view analyze and benchmark their own proprietary data is a key differentiator for FactSet and relies on the timeliness and accuracy of portfolio data and other data sets Specialists are expected to lead the data implementation process working closely with our clients sales specialists and any third parties involved in the data extraction and upload Management of the data integration process from start to finish is the primary mandate of this team This includes identifying data requirements for financial instruments extracting data from accounting systems designing and building the solution to load data and validating the data to ensure accuracy on FactSets systems In addition to working directly with clients custodians and FactSet specialists on a universe of asset classes there will be broad exposure to FactSet business practices products and infrastructure This provides many opportunities to further develop technical and financial asset knowledge as well as contribute to product design both internal and external to this team Responsibilities Act as the primary resource for the implementation process of client portfolio data Partner with technical and financial client contacts as well as FactSet Analytics Specialists to translate the clients investment universe and reporting requirements into data specifications Ensure client data is complete and accurate while improving quality and addressing data integrity issues Become familiar with third-party accounting systems order management systems custodians and other platforms vendors that make up our clients technology landscape Oversee and improve existing data integration processes between clients and FactSet Occasionally travel to client sites during major implementations Required Skills Proven ability to meet deadlines and multitask on a significant volume of simultaneous requests projects and other initiatives without a decline in quality of output Excellent technical skills and deep FactSet product knowledge if internal or understanding of complex financial assets and instruments if external Proficiency in working independently on both technical and financial aspects of projects If internal experience in working with CDI and FactSet tools to integrate and manage data feeds Enthusiasm and desire to learn new skills and a strong sense of initiative Robust communication and interpersonal skills Fresher to 2 years of FactSet or related industry experience including fund accounting fintech financial data or similar Whats in It for You Joining a stable and growing firm with a proven track record of success for over 40 years A community of thoughtful innovative minds that value collaboration and welcome your new ideas to the table Mentorship and growth opportunities from senior employees A focus on your career development with dedicated monthly time to attend conferences online learning seminars and build your network A robust social community involved in volunteerism intramural sports and team building events Business resource groups that align with our to create an inclusive environment for all Flexible working options in-person hybridReturning from a breakWe are here to support you If you have taken time out of the workforce and are looking to return we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career Additional Information At FactSet we celebrate diversity of thought experience and perspective We are committed to disrupting bias and a transparent hiring process All qualified applicants will be considered for employment regardless of race color ancestry religion sex national origin sexual orientation age citizenship marital status disability gender identity or veteran status FactSet participates in E-Verify 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 and follow us on and