Overview

Join to apply for the Implementation Specialist role at FactSet.

FactSet creates flexible, open data and software solutions for investment professionals worldwide, providing access to financial data and analytics used to make crucial decisions.

FactSet delivers innovative research and analytics that empower financial professionals to make informed decisions, with a growing private markets footprint through the Cobalt acquisition.

Your Opportunity: Implementation Specialist – Cobalt

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.

Key Responsibilities

• 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

• 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
• PMP, CAPM, or comparable project management certification a plus
• Strong organizational skills—able to manage multiple projects concurrently and prioritize 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)
• Proficiency in French is a significant advantage.

Why FactSet

• Our Legacy: A firm with over 40 years of consecutive growth and recognition as a 2023 Glassdoor Best Place to Work.
• Your Well-being: Comprehensive support, including health, life, disability insurance, retirement savings plans, and more.
• Flexibility Fusion: Accommodations that nurture work-life harmony, tailored to your needs for success at work and beyond.
• Global Community: An inclusive and collaborative network dedicated to volunteerism, sustainability, and individuality-driven solutions.
• Development Pathways: Career progression plans with time allocated for learning and development.
• Executive-Endorsed Inclusivity: Employee-led Business Resource Groups that embody our DE&I strategy with full executive support.

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.

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