At a Glance
- Tasks: Help institutional investors streamline workflows and gain insights using FactSet’s Analytics solutions.
- Company: Join a leading tech company recognised as one of the Best Places to Work.
- Benefits: Enjoy comprehensive benefits, flexible work arrangements, and clear development pathways.
- Other info: Be part of an inclusive community committed to diversity, equity, and sustainability.
- 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 60000 - 80000 € 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 key to anticipating our clients’ needs and exceeding their expectations.
FactSet 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.
What We Are Looking For
- 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.
Why FactSet
- 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
FactSet is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront. With comprehensive benefits, clear pathways for professional development, and a strong commitment to diversity and community engagement, employees are empowered to thrive in their careers while making a meaningful impact in the financial sector. Located in the UK, this role offers the unique opportunity to work closely with institutional investors, driving client success and contributing to the growth of a leading global financial data provider.
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 local meetups. The more people you know, the better your chances of landing that Senior Solutions Specialist role at FactSet.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and understanding of investment management workflows. Be ready to discuss how you can help clients streamline their processes using FactSet’s solutions. Show them you’re not just a fit, but the perfect fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking chats, send a quick thank-you note. It keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great way to reinforce your interest in FactSet.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the FactSet team. Let’s get you that job!
We think you need these skills to ace Buy-side Middle Office Senior Solutions Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the role of a Senior Solutions Specialist. Highlight your technical account management experience and any relevant knowledge of investment management workflows.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about the role and how your background makes you a great fit. Be sure to mention your understanding of client needs and how you can help them achieve their goals.
Showcase Your Communication Skills:Since this role involves explaining complex concepts, demonstrate your communication prowess in your application. Use clear language and structure to make your points easy to follow, just like you would when presenting to clients.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to see your application and get you into the process quickly!
How to prepare for a job interview at FactSet
✨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 about examples from your past experiences where you've successfully partnered with stakeholders. Be ready to discuss how you can maintain sustained satisfaction and act as a trusted advisor.
✨Communicate Clearly
You’ll need to explain complex technical concepts to both technical and non-technical audiences. Prepare to showcase your communication skills by practising how you would present solutions to clients. Use clear, concise language and be ready to adapt your explanations based on your audience's level of understanding.
✨Stay Ahead of Trends
Familiarise yourself with current market movements and industry trends. Being aware of competitor offerings will allow you to strategically position FactSet solutions during your interview. Show that you’re proactive in identifying opportunities for expansion within client portfolios.
