At a Glance
- Tasks: Lead client onboarding and project delivery for innovative financial software solutions.
- Company: Join FactSet, a top-rated tech company transforming the financial industry.
- Benefits: Enjoy flexible work, health benefits, and career development opportunities.
- Other info: Be part of a diverse team committed to innovation and collaboration.
- Why this job: Make a real impact in finance while working with cutting-edge technology.
- Qualifications: Bachelor's degree and 5+ years in project management; finance experience preferred.
The predicted salary is between 36000 - 60000 £ 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. 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.
Implementation Specialist employer: FactSet Research Systems Inc.
FactSet is an exceptional employer that prioritises the well-being and growth of its employees, offering a supportive work culture that values flexibility and work/life harmony. With comprehensive benefits including health insurance, retirement plans, and dedicated learning opportunities, employees are empowered to thrive both personally and professionally. Located in a dynamic environment, FactSet fosters collaboration and innovation, making it an ideal place for those seeking meaningful and rewarding careers in the financial technology sector.
Contact Details:
FactSet Research Systems Inc. Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Implementation Specialist
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like FactSet Research Systems Inc.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Implementation Specialist
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to FactSet Research Systems Inc..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on FactSet Research Systems Inc.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at FactSet Research Systems Inc.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with FactSet Research Systems Inc..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at FactSet Research Systems Inc. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former FactSet Research Systems Inc. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
