Financial Portfolio Specialist

4 semanas atrás


São Paulo, São Paulo, Brasil FactSet Tempo inteiro

**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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