Director, Data Products - M&A

Locations: Boston, Chicago, New York City, Norwalk CT, London

Working Environment: Hybrid

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.

We are seeking an experienced, strategic leader to join our team as Head of Data Products, M&A. In this pivotal role, you will own the management and optimization of M&A, Private Equity and Venture Capital data sets including direct accountability for data policy, collection processes and coverage metrics. In a matrix organization across product and operations, the role will be strategically focused on surfacing and monitoring efficiency and scalability of the related collection tools and workflows. Seamless communication with sales to support client‑facing opportunities across all data delivery channels. You will also drive revenue growth by equipping our teams with actionable competitive intelligence, directly impacting Annual Subscription Value (ASV) and client acquisition.

Responsibilities

• Lead global M&A, Private Equity and Venture Capital, ensuring comprehensiveness, accuracy, and efficiency, including the roadmap to improve on agent‑led data extraction and curation processes.
• Product Strategy: Work collaboratively with product and market strategist in Deep Sector, Banking, Private Markets, Wealth and External Delivery products. Develop new content focused on generating revenue and creating a competitive advantage for FactSet.
• M&A Collection and Product Management: Lead the evaluation, implementation, and ongoing improvement of all deal‑related collection tools and data flows across all delivery channels: FactSet Workstation, Data Feeds, APIs and in progress AI‑enabled Products.
• Organizational Alignment & Strategy: Manage and evaluate the team of global data stewards, AGILE product owners and engineers, tied to target state architectural designs. Design and oversee the execution of high‑impact data collection strategies aligned to client‑led prioritization around deal coverage, Deep Sector Specialization, GP & LP profiling, client SLAs and other related data sets curated within this team.
• Sales Alignment: Collaborate closely with Sales leadership and individual contributors to field client‑facing questions, deliver timely and relevant information, and identify emerging client needs. Prepare and present release notes, strategic roadmaps and client‑ready collateral around policy, coverage and timeliness. Participate in client sales calls and training sessions to support growth and showcase FactSet’s expertise in M&A / PEVC.
• Product Alignment: Collaborate with Product Development, Engineering and Integration teams to create a holistic transactions view that supports Banking and other key business units. Assist in the design of Reports, Feeds and Presentation tools to ensure they maximize the impact of the content and best serves the varied types of client workflows.
• Competitive Analysis: Develop and disseminate robust competitive analysis reporting, including benchmarking, market trends, and acquisition tracking, enabling sales and support teams to better position our products and increase ASV.
• Stakeholder Management: Act as the subject matter expert for M&A data and competitive intelligence, bridging gaps between Product, Sales, and Client Success teams.
• Process Optimization: Continuously refine internal processes relating to data sourcing, tool use, and knowledge sharing to maximize value and operational efficiency.
• Thought Leadership: Represent the company externally at industry events, panels, or in written publications, elevating our reputation as a leader in M&A data and competitive strategy.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field (Master’s or MBA preferred).
• 12+ years of experience in M&A, data collection/analytics, or related roles, with at least 3 years in a leadership position.
• Demonstrated experience managing data‑driven tools/platforms, preferably within financial services, SaaS, or information services environments.
• In‑depth understanding of M&A market dynamics, competitive landscape analysis, and revenue growth levers.
• Proven track record of driving cross‑functional projects and collaborating with Sales, Product, and Client Success teams.
• Proven communication and presentation skills, with ability to field high‑stakes client queries and represent the company at executive levels.
• Strong project management abilities and comfort with managing multiple deadlines and teams.

For U.S. candidates, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

What's In It For You

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start‑up.
• Support for your total well‑being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company‑wide wellness days.
• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
• Career progression planning with dedicated time each month for learning and development.
• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

Learn More About Our Benefits Here.

The budgeted amount range for this position in NYC and the State of Connecticut is $140K-175K 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 recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E‑Verify.