- Pay
- $156–195k
- Where
- New York City, NY · Chicago, IL · Boston, MA · Remote, Colorado · Remote
- Level
- Senior
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.
Department Brief
In today’s rapidly evolving financial landscape, middle office teams within investment firms face increasing challenges, balancing routine operational tasks with demands for strategic business development. To enhance operational efficiency amid this growing market complexity, more organizations are turning to FactSet. Our Client and Managed Services team harnesses our advanced, proprietary middle office solutions and technology to empower our customers. With our dedicated experts, clients can adeptly manage complex workflows, maintain high data quality, and gain timely access to actionable information. By partnering with FactSet, clients transfer key functions of their business to us, enabling them to concentrate their internal resources on vital business development activities.
Your Team's Impact
In this team you will be working with our sophisticated financial software solutions. You will be the essential link between investment professionals and FactSet’s software. Combining a thorough understanding of finance and technology with specific expertise in the FactSet platform, you will help clients streamline the research and analysis process. As part of this fantastic team, you will offer an unparalleled level of service along with insight into the intricacies and functionality of the FactSet platform. FactSet’s business is based on 3 main pillars: Data, Software and Services. You will be part of the vital Services team that supplements the Data and Software business of our company.
Role Summary
We are looking for an Associate Director, Core Performance & Fixed Income Analytics to lead our Buy-side Managed Services team focusing on our core performance and fixed income services - a hands-on people manager who combines deep expertise in performance measurement, attribution and fixed income analytics with a proven track record of leading client-facing delivery teams. You will manage a team of analytics specialists based in the United States and in São Paulo, Brazil, who run day-to-day managed services, implementations and solution delivery for institutional asset managers, wealth managers and asset owners on FactSet's Core Analytics product suite. The role requires close partnership with a diverse range of stakeholders including clients, Americas and global Managed Services leadership, Sales, Product Specialists, Consulting and Engineering.
Key Responsibilities and Tasks:
Team Leadership and People Management (40%)
Lead, coach and develop a distributed team of performance and fixed income analytics specialists across the US and Brazil, including workload planning and prioritization, performance reviews, career development and day-to-day administrative and logistics needs.
Drive recruitment, onboarding and training of new team members; build cross-training and succession across the two locations.
Foster a collaborative, accountable team environment across time zones and act as the senior escalation point for the team.
Partner with the Americas Managed Services lead and global Managed Services leadership on capacity planning, staffing, team KPIs and the alignment of the team's work with department and FactSet business objectives.
Client Delivery and Relationship Management (35%)
Own the quality and timeliness of managed services delivery for the team's client book: recurring production processes, performance…