Implementation Specialist

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. FactSet delivers innovative research and analytics that empower financial professionals to make informed decisions. Through our integration of premier data providers, we deliver actionable insights to the global financial community.

Your Team's Impact

As part of our ongoing commitment to provide industry-leading data and workflow solutions—including a growing private markets footprint—FactSet acquired Cobalt Software Inc. (“Cobalt”), a recognized leader in portfolio monitoring for private capital markets. Cobalt GP Portfolio Monitoring stands at the forefront of private capital technology, enabling efficient collection, analysis, and reporting of fund and portfolio company metrics. Our intuitive, customizable platform helps private capital clients meet evolving stakeholder demands, enhance reporting, and gain competitive edge, tailoring solutions to each firm’s investment style and scale.

Job Description

Join the Cobalt Implementation Team to drive mission-critical onboarding for private capital clients. As an Implementation Specialist, you’ll lead the project delivery process—ensuring clients unlock the full potential of their Cobalt subscription. This role blends client-facing project management, technical workflow expertise, and cross-functional teamwork in a fast-evolving market segment.

• Serve as the lead project manager on client implementations, aligning stakeholders on objectives, timelines, and deliverables.
• Own the end-to-end implementation process, assuring timely, within-scope delivery tailored to client needs.
• Configure data and workflows within Cobalt to best-in-class standards, delivering value from day one.
• Collaborate closely with Customer Success, Product Development, and FactSet global teams for seamless execution.
• Identify risks, communicate proactively, and escalate challenges as needed for project success.
• Continuously refine processes for efficiency and scalability, driving exceptional client experiences.
• Stay current with new Cobalt features, client workflows, and market trends to anticipate evolving client needs.

What We’re Looking For

Required Skills

• Bachelor’s degree in Finance, IT, Accounting, Business Administration, or a related discipline.
• 5+ years of project management experience; experience with private equity, private markets, or financial software a strong plus.
• Strong organizational skills—able to manage multiple projects concurrently and prioritise effectively.
• Outstanding communication and stakeholder management; confident delivering updates and solutions to both technical and business audiences.
• Analytical, solutions-driven mindset with an eye for execution and continuous improvement.
• Advanced PC skills: Microsoft Office proficiency and ability to manage large datasets (Excel pivots, V-Lookups, add-ins).

Desired Skills

• Proficiency in French is a significant advantage.
• PMP, CAPM, or comparable project management certification a plus.
• Portfolio Analysis experience would be beneficial.

What’s In It For You

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:

• Contributing to a firm with over 40 years of consecutive growth, named a Best Place to Work by Glassdoor.
• Support for your total well-being, including health, life, and disability insurance, retirement savings plans, and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and companywide wellness days.
• Flexible work accommodations to help achieve success both at work and in personal lives.
• A global community dedicated to collaboration, where individuality drives solutions.
• Career progression plans with dedicated time each month for learning and development.
• Employee-led initiatives that align with our DE&I strategy and are wholly supported by Executive Management.

We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, colour, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

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 recognised among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner.