Senior Business Specialist, B-One Performance

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.  

Your Team's Impact

FactSet's Client and Managed Services team partners with Asset & Wealth Management clients to deliver high-quality analytics and operational support across performance measurement, attribution, and risk workflows. 

What You'll Do

As a Senior Business Consultant, you will serve as a trusted advisor to Asset & Wealth Management clients using B-One, FactSet's performance measurement, attribution, and GIPS solution. You'll combine financial market knowledge, analytical problem-solving, and technology to help clients solve complex business challenges, optimize workflows, and maximize the value of FactSet's solutions. Working closely with clients and internal teams, you'll support critical investment and reporting workflows while delivering exceptional client service.

Responsibilities:

• Build strong relationships with clients and serve as a key point of contact for business, product, and operational needs.

• Analyze and resolve complex business and data challenges related to investment portfolios, performance measurement, attribution, risk analytics, and reporting.

• Investigate data, performance calculations, and workflow issues, performing root-cause analysis and validating results to ensure data accuracy and integrity.

• Support managed services engagements by executing and optimizing production workflows that help clients achieve their business objectives.

• Gather and interpret client requirements to deliver tailored solutions and recommendations.

• Develop expertise in B-One and the financial methodologies that support performance measurement, attribution, statistics, and GIPS reporting.

• Perform detailed analyses using total return calculations, performance attribution models, risk analytics, and portfolio measurement concepts.

• Deliver product training, presentations, and best-practice guidance to help clients maximize the value of FactSet's solutions.

• Partner with Consulting, Product, Engineering, and Sales teams to support implementations, client initiatives, and ongoing service delivery.

• Support software testing, quality assurance, documentation, and process improvement efforts.

• Leverage tools such as SQL and Excel to analyze data, troubleshoot issues, and support client needs.

What We’re Looking For

Minimum Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, Business, Mathematics, Engineering, or a related field. 

• 3+ years of professional experience in Financial Services, Asset & Wealth Management, FinTech, Capital Markets, Investment Operations, Risk Management, Performance Measurement, or a related field. 

• Knowledge of capital markets, portfolio management, and financial instruments. 

• Advanced Excel skills, including data analysis, modeling, reconciliation, and reporting. 

• Strong analytical and problem-solving skills with the ability to investigate complex business, data, and workflow challenges. 

• Ability to communicate effectively with clients and business stakeholders. 

• Fluency in English, both written and verbal.

Preferred Qualifications: 

• Experience in Asset & Wealth Management, Investment Management, Capital Markets, Financial Technology, or related sectors.

• Experience with performance measurement, attribution, risk analytics, portfolio analytics, investment reporting, valuations, or investment operations workflows. 

• Familiarity with financial instruments, including fixed income securities, equities, derivatives, or alternative investments. 

• Experience working with financial software, analytics platforms, market data solutions or data-driven solutions. 

• Working knowledge of SQL, Python, VBA, or other data analysis and automation tools. 

• CFA or CIPM certification, a plus

What's In It For You 

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: 

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. 

• Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, and family leave. 

• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. 

• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. 

• Career progression planning with dedicated time each month for learning and development. 

• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Learn more about our benefits here. 

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 www.factset.com and follow us on X and LinkedIn. 

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.