At a Glance
- Tasks: Help institutional investors streamline workflows and gain insights using FactSet’s Analytics solutions.
- Company: FactSet, a leading provider of flexible data and software solutions for investment professionals.
- Benefits: Comprehensive health benefits, retirement savings, and flexible work arrangements.
- Other info: Join a diverse community committed to growth, learning, and inclusion.
- Why this job: Make a meaningful impact while collaborating in a dynamic, client-focused environment.
- Qualifications: 8+ years in technical account management or related roles, with strong investment management knowledge.
The predicted salary is between 70000 - 90000 € per year.
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.
Senior Solutions Specialist – Core/FIFactSet is seeking a motivated and experienced Senior Solutions Specialist to join the UK & MEA Institutional Buyside Middle Office team. In this role, you will work directly with institutional investors—asset managers, asset owners, insurers, and hedge funds—helping clients streamline their workflows and gain actionable insights using FactSet’s suite of Analytics solutions. This is an opportunity to make a meaningful impact while collaborating within a dynamic, client-focused environment.
What you'll do:- Diagnose sophisticated technical challenges for clients, identifying root causes and collaborating with Specialty Support and Product teams to deliver effective solutions.
- Build trusted relationships with senior specialty clients by developing a deep understanding of their technical environments and business goals.
- Work cross-functionally with sales, support, engineering, and product management to quickly resolve technical challenges and provide clear, consistent communication.
- Become a subject matter expert for FactSet’s Middle Office Analytics offerings, providing tailored recommendations aligned with client requirements and market trends.
- Gain familiarity with each client’s business structure, architecture, and operations in order to set clear expectations, build credibility, and act as a trusted advisor to key stakeholders.
- Proactively identify opportunities for expansion within your client portfolio, designing actionable plans to drive additional Annual Subscription Value (ASV) and support business growth.
- Lead strategic specialty product initiatives, overseeing delivery and execution to ensure measurable impact for clients.
- At least 8 years of senior experience in technical account management, customer success, or related technical roles, or direct experience in the Asset and Wealth Management industry.
- Strong understanding of investment management workflows, applications, portfolio analytics, and the challenges faced by institutional investors.
- In-depth knowledge of performance, attribution, risk, or reporting systems, and familiarity with modern investment theories and financial calculations.
- Demonstrated ability to learn new concepts, adapt to industry trends, and proactively drive solutions forward.
- Exceptional communication skills, with the ability to explain complex technical concepts to both technical and non-technical audiences; experience delivering presentations to senior stakeholders.
- Proven relationship-building skills, with a track record of partnering effectively with senior client stakeholders and maintaining sustained satisfaction.
- Awareness of market movements, industry trends, and competitor offerings to strategically position FactSet solutions.
- Enjoys working within cross-functional teams, leveraging diverse expertise to deliver value for clients.
- Strong project and time management skills; able to manage multiple accounts and initiatives simultaneously.
- Bachelor’s or Master’s degree in Finance, Economics, Business, Engineering, Computer Science, or related field.
- Over 40 years of growth, with recognition including 2024 LinkedIn Top Companies UK & 2023 Glassdoor Best Places to Work.
- Comprehensive benefits including health, life, disability insurance, retirement savings, and flexible work arrangements.
- An inclusive, global community committed to volunteerism, sustainability, and fostering individuality.
- Clear development pathways, with dedicated time for learning, growth, and career progression.
- Employee-led Business Resource Groups and a strong commitment to Diversity, Equity & Inclusion, fully supported by the executive team.
Ready to drive your career forward at the intersection of client success, innovation, and institutional finance? Join FactSet and make an impact as we expand and deepen client relationships with precision and confidence.
Buy-side Middle Office Senior Solutions Specialist employer: FactSet Research Systems Inc.
FactSet is an exceptional employer, offering a dynamic and inclusive work culture in the heart of London. With a strong commitment to employee growth, comprehensive benefits, and a focus on innovation, FactSet empowers its team members to make meaningful contributions while fostering a collaborative environment. Join us to be part of a global community that values curiosity, diversity, and professional development.
Contact Detail:
FactSet Research Systems Inc. Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Buy-side Middle Office Senior Solutions Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events, webinars, or even casual meet-ups. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Prepare for interviews by researching the company and its products. Understand FactSet’s offerings inside out, especially in the Middle Office space. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the needs of institutional investors. Highlight your problem-solving skills and how you've helped clients in the past. We want to hear your success stories!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the FactSet team. Let’s get you on board!
We think you need these skills to ace Buy-side Middle Office Senior Solutions Specialist
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Buy-side Middle Office Senior Solutions Specialist role. Highlight your relevant experience in technical account management and investment management workflows to show us you’re the perfect fit!
Showcase Your Communication Skills:Since this role involves explaining complex concepts to various audiences, don’t forget to demonstrate your exceptional communication skills in your application. Use clear language and examples that reflect your ability to engage with both technical and non-technical stakeholders.
Highlight Relationship-Building Experience:We value strong relationship-building skills, so be sure to include examples of how you've successfully partnered with senior client stakeholders in the past. This will help us see how you can maintain sustained satisfaction and trust with our clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to join our team!
How to prepare for a job interview at FactSet Research Systems Inc.
✨Know Your Stuff
Make sure you have a solid understanding of investment management workflows and the specific challenges faced by institutional investors. Brush up on performance, attribution, and risk systems, as well as modern investment theories. This knowledge will help you demonstrate your expertise during the interview.
✨Build Relationships
Since this role involves working closely with senior clients, practice how to build rapport and trust. Think of examples from your past experiences where you've successfully partnered with stakeholders. Be ready to discuss how you can apply those skills to develop strong relationships at FactSet.
✨Showcase Your Communication Skills
Prepare to explain complex technical concepts in simple terms. You might be asked to present a solution or idea, so practice articulating your thoughts clearly and confidently. Tailor your communication style to suit both technical and non-technical audiences.
✨Stay Current
Familiarise yourself with the latest market movements and industry trends. Being aware of competitor offerings and how FactSet positions itself in the market will show that you're proactive and engaged. Bring this knowledge into the conversation to highlight your strategic thinking.
