Financial Portfolio Specialist
4 semanas atrás
**About the Role**
We are seeking a highly skilled Financial Portfolio Specialist to join our team at FactSet. As a key member of our global Asset & Wealth Management Industry team, you will be working with clients on B-One – a sophisticated financial software solution for Performance and Statistics Measurement, Attribution, and GIPS.
Key Responsibilities:
- Support global teams in pre-sales activities, including the preparation of detailed POCs (Proof of Concepts) using client data and creation of RFPs (Requests for Proposal).
- Work with our global professional services teams on implementing the solution in on-premise or AWS hosted environments.
- Assist clients in production, helping them with business requests, questions, and queries.
- Provide managed services, acting as a qualified dedicated resource to help clients scale and maximize the value received from the solution.
Requirements:
- Bachelor's degree in finance, economics, or a related field.
- 2+ years of professional experience in a relevant field.
- Strong knowledge of Excel using financial formulas.
- Good communication skills in client-facing situations.
- Good analytical thinking and problem-solving skills.
- Fluency in English, verbal and written.
Desired Skills:
- Financial background in Asset Management Industry, CIPM or CFA certification.
- Experience with Performance Measurement, Business Intelligence, or Reporting Solutions.
- SQL/Database knowledge, preferably with and statements.
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