Research Analyst (Irwin Assistant)

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 

Irwin Assistant & Research team specializes in providing tools that help businesses manage their investor relations activities, engage with shareholders, and enhance communication with the financial markets. These services are designed to improve how companies interact with investors and streamline related processes.

As a Research Analyst, you will be responsible for collating, maintaining, and updating relevant fields in the database with accurate information in accordance with the defined work process. You will be analyzing these content sets by reviewing official updates from our trusted sources that can be in the form of feeds, corporate action mails, press releases, and other reports; thereby making it available to FactSet clients in real-time and in top quality. You will report to the Team Lead and assist in meeting the team’s business goals by meeting your individual targets. You are expected to work onsite three times a week.

What You'll Do 

-Data Intake and Validation: Execute the processing of large datasets into customer accounts with a focus on accuracy and completeness. Conduct thorough data validation and cleansing to identify and correct errors or inconsistencies.

-Timely Issue Resolution: Address and resolve customer data issues promptly, working closely with Customer Success Managers to understand and resolve challenges.

-Record Keeping and Documentation: Maintain detailed records of customer data uploads and outline the processes for training and reference.

-Communication with Customer Success Team/Clients: Communicate effectively with the customer success team/clients, providing updates on upload progress, challenges, and resolutions. Collaborate with the customer success team to ensure alignment between upload processes and customer service goals.

What We're Looking For 

Required Skills 

-Undergraduate in Commerce / Business Management / Finance / Accounting / Economics or equivalent

-Computer Literacy to effectively use the database and software for collection and processing of content/data

-Good Knowledge of financial markets to ensure effective understanding of assigned content/market

Desired Skills 

-Must have good communications skills - written & verbal need to interact with external and internal clients

-Numerical skills to ensure understanding of the financial data to be collected and/or processed

-Analytical skills and detail orientation to ensure accuracy of data

-Good knowledge of Excel. Must be able to manipulate large spreadsheets

-Business process demands to work in night shifts

-Willing to work extended hours as per the business needs

-Willing to be assigned to other projects

-Driven by success, enthusiasm, and a desire to exceed target

-Willing to work on Eastern Standard Time

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, family leave, and company-wide wellness days.  

-Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodation 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. 

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. 

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.