Specialist, MS Ops

About FactSet

FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications and industry-leading services for the investment and corporate communities. As a publicly traded company (NYSE:FDS | NASDAQ:FDS) recently added to the S&P 500 index, FactSet delivers superior content, analytics, and flexible technology to help more than 162,000 users see and seize opportunity sooner. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.

Process Brief

The primary function of this position is to perform various tasks related to the production & distribution of Portfolio & Benchmark performance, risk statistics, characteristics, & reporting. The individual will work under minimal supervision. Candidate will be a key resource in process improvement & building strong relationships with client and offshore teams, internal product, and engineering teams. Serves as a first level escalation point for client inquiries regarding the nature of investment products and their portfolios along with inquiries related risk numbers.

The role requires growing expertise in the fixed income risk domain including a solid understanding of portfolio and security level risk modeling techniques, the sources of tracking error, and how the data quality of model inputs (example terms and conditions, pricing) can impact the quality of the analytics and risk model results.

Job Responsibilities

• Conduct independent research to resolve issues in quantitative and qualitative scope for the major asset classes on different markets (exchange-traded or OTC).
• Understanding and applying knowledge of different asset classes valuation, pricing, and terms and conditions regularly. Also, understand the modeling of private assets or OTC instruments.
• Prepare performance analysis reports for institutional clients and investment managers globally across multiple asset classes.
• Perform analysis of the portfolios to explain the portfolios’ return attribution and characteristics.
• Deep dive into portfolio analytics for client portfolios, run stress testing, custom scenario analysis, calculate VaR at security and portfolio level, etc.
• Perform ad hoc analysis when given specific requirements and market conditions. Respond to basic, specific requests for risk statistics information.
• Respond to requests for data quality from internal stakeholders or clients.
• Understand and monitor critical client workflows, ensuring the clients daily deliverables are met.
• Basic working knowledge of Python and SQL.
• Team player who must show the willingness to work with global teams across time zones.
  
  

Eligibility Criteria

• Bachelor's Degree + MBA (Finance) with 1-3 years of experience in the financial services industry. Working towards CFA/FRM certification will be an added advantage.
• Strong understanding of equities, fixed income, and derivatives products.
• Articulate communicator, with excellent language skills – both oral and written.
• Exceptional analytical and problem-solving ability.
  
  

Ready to work in a hybrid model.

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, color, 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.

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