Job Description

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.


Are you ready to take your career to the next level with a market leader in financial technology? FactSet's UK & MEA Institutional Buyside Middle Office team is seeking a passionate and driven Senior Solutions Specialist - Core/FI to join our dynamic group. If you thrive on intellectual challenge, enjoy proactive problem-solving, and take pride in delivering value to clients, we want to meet you.


In this pivotal role, you'll have the unique opportunity to engage with some of the world's most sophisticated institutional investors--including asset managers, asset owners, insurers, and hedge funds--helping them optimize their workflows and unlock new insights with FactSet's cutting-edge Analytics solutions. As a key subject matter expert on our Middle Office suite, you'll play a critical role in driving growth and innovation by deeply understanding client business models and investment processes.


If you have hands-on experience with FactSet's Analytics products, a curiosity to stay ahead of industry trends, and a talent for connecting with clients, you'll find a collaborative team environment, exposure to complex challenges, and endless opportunities for professional growth. Join us and make an impact at the forefront of institutional financial technology.

Key Responsibilities:

Solve Complex Challenges:

Tackle sophisticated technical issues by diagnosing root causes and collaborating seamlessly with Specialty Support and Product Teams to deliver innovative, effective solutions.

Drive Client Success:

Forge trusted, long-term partnerships with senior specialty clients, truly understanding their technical environments and business goals to deliver impactful outcomes.

Champion Cross-Functional Collaboration:

Work closely with sales, support, engineering, and product management to swiftly address technical challenges, ensure clear communication, and enhance client satisfaction and loyalty.

Product Expertise & Thought Leadership:

Become a recognized authority on FactSet's specialty products and solutions, offering tailored recommendations that align with unique client needs. Keep your finger on the pulse of industry trends and the competitive landscape to strategically position our offerings.

Trusted Advisor:

Develop a deep familiarity with each client's business structure, architecture, and operations, setting clear expectations and building credibility with key stakeholders.

Unlock Growth Opportunities:

Proactively identify untapped areas for expansion across your client portfolio, designing actionable plans to drive additional Annual Subscription Value (ASV) and empower business growth.

Lead Strategic Projects:

Oversee and deliver high-value specialty product initiatives, ensuring successful execution and measurable impact for our clients.

What We're Looking For:

Proven Industry Expertise:

At least 8 years of senior experience in technical account management, customer success, or a related technical role within a technology-driven, client-focused environment, or direct experience in the Asset and Wealth Management industry.

Investment Management Savvy:

In-depth understanding of investment management workflows, applications, portfolio analytics, and the challenges faced by institutional investors.

Analytical Depth:

Strong knowledge of performance, attribution, risk or reporting systems, the underlying financial calculations, and modern investment theories.

Continuous Learner & Innovator:

A passion for acquiring new knowledge, staying ahead of industry trends, and taking the initiative to drive solutions forward.

Exceptional Communicator:

Excellent interpersonal skills, with the ability to explain complex technical concepts clearly to both technical and non-technical audiences. Skilled at delivering engaging presentations to senior stakeholders.

Relationship Builder:

Track record of developing and maintaining trusted relationships with senior client stakeholders, proactively addressing their evolving needs and ensuring sustained satisfaction.

Market Awareness:

Up-to-date knowledge of market movements, industry trends, and competitor offerings--enabling you to position FactSet's solutions strategically.

Collaborative Spirit:

Enjoys working within cross-functional teams, bringing together diverse perspectives to deliver exceptional client outcomes.

Organizational Excellence:

Strong project and time management skills, able to juggle multiple client accounts, initiatives, and leads with precision and poise.

Advanced Credentials:

A Bachelor or Master's degree in a relevant field (such as Finance, Economics, Business, Engineering, or Computer Science) is required, reflecting our commitment to deep expertise and academic excellence.

Why FactSet?

At FactSet, we treasure our people as our greatest asset and foster a culture that's our most significant competitive edge. Joining FactSet means becoming part of:


Our Legacy: A firm with over 40 years of consecutive growth and recognition as a 2023 Glassdoor Best Place to Work. Your Well-being: Comprehensive support, including health, life, disability insurance, retirement savings plans, and more. Flexibility Fusion: Accommodations that nurture work-life harmony, tailored to your needs for success at work and beyond. Global Community: An inclusive and collaborative network dedicated to volunteerism, sustainability, and individuality-driven solutions. Development Pathways: Career progression plans with time allocated for learning and development. Executive-Endorsed Inclusivity: Employee-led Business Resource Groups that embody our DE&I strategy with full executive support. Are you ready to craft your future with FactSet, where excellence meets opportunity? Join us today and drive your career to thrilling new heights by expanding existing accounts with precision and confidence.

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.