Principal Implementation Specialist

Role Overview

• Be intimately familiar with our product offerings so that you can work directly with FactSet’s Institutional Asset Management clients and prospects to architect and implement FactSet’s EMS solution (Portware Enterprise and FactSet EMS)
• Analyze and define business requirements related to client workflows
• Serve as project manager and coordinate between all teams required for an EMS implementation
• Ensure projects are executed with expertise, delivered on schedule, and aligned with customer expectations
• Train clients in the use of our technology to ensure client success through go-live and into production trading
• Work with regional broker-dealers and third-parties on behalf of our clients to establish connectivity and ensure workflows meet client needs
• Work with our Sales teams to provide technical expertise on deployment, system set up, configurations that meet clients’ requirements
• Work closely with our Development, Product Management, and Account Management teams to provide the best resolutions to issues concerning all aspects of our trading solutions
• Perform User Acceptance Testing (UAT) and help clients perform their own UAT
• Partner with our Client Services team to ensure our clients receive adequate support and a smooth transition to our Account Management team
• Understand the evolving needs of our business and our clients, identify and explore opportunities for operational and service improvement
• Manage and execute onboarding and projects for existing clients, ensuring smooth setup, configuration, and integration of systems or services
• 70% Implement solutions
• 10% Document solutions
• 10% Develop and maintain up-to-date knowledge of the finance industry, current market trends and economic factors in order to maintain a competitive edge and form support strategies
• 5% Serve as an escalation point for retention efforts
• 5% Assist with learning and development efforts

Requirements

• 5+ years of client service/success experience within a financial services institution
• Excellent communication and presentation skills (verbal and written) with ability to break down and explain complex issues to internal and external audiences (English fluency and proficiency in one or more Asian languages is a plus)
• Exceptional problem-solving skills are required with ability to work under pressure handling time sensitive issues with a strong sense of urgency
• Good understanding of multi asset class electronic trading workflow of asset managers (one or more experiences in EQ, ETD, Fixed Income, FX)
• Proven ability to multi-task as well as critical thinking ability and willingness to learn and adapt is critical
• Comfortable working with traders and other client personnel (including very senior stakeholders)
• Ability to influence stakeholders and work closely with them to determine acceptable solutions
• Enthusiasm, a strong sense of initiative and competitive spirit
• Ability to travel if required
• Excellent documentation skills
• Hands-on technical experience and proficiency in the following technologies: OMS/EMS, FIX and network, JAVA, Oracle DB, Various server OS Platforms (Windows, Linux, Solaris, etc.), Citrix.

Tech Stack

• Citrix
• Java
• Linux
• Oracle

Benefits

• Flexible, open data and software solutions
• Professional development opportunities