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.
FactSet is a global leader in providing cutting-edge research and analytical tools tailored for finance professionals. By integrating hundreds of industry-leading supplier databases into a powerful information system, FactSet empowers financial professionals with accurate and timely insights.
As part of our commitment to expanding data and workflow solutions and broadening our private market offerings, FactSet acquired Cobalt Software Inc. (“Cobalt”), a leading portfolio monitoring provider for the private capital industry.
Cobalt GP Portfolio Monitoring serves as a cornerstone for private capital entities, facilitating the collection, analysis, and reporting of fund and portfolio company financial metrics. Leveraging Cobalt’s intuitive technology platform, private equity and venture capital firms streamline their operations, meet the evolving demands of LPs and management, and gain a competitive edge in the market. Cobalt tailors its portfolio monitoring, investor relations, and benchmarking analysis tools according to our clients’ size and investment style to match their needs.
The Cobalt Implementation Team is looking for exceptional, highly motivated individuals to join our team as Implementation Specialist to ensure clients achieve the full potential of their Cobalt Subscription. This role requires strong project management, analytical, and communication skills to deliver seamless onboarding and successful implementations.
Responsibilities:
Collaborate with clients to develop a comprehensive understanding their goals and objectives for implementing Cobalt.
Lead the implementation process, taking full ownership of all assigned the implementations to ensure delivery within the agreed project scope and timeline for clients.
Deliver high-quality work by adhering to the best practices when configuring data and workflows in Cobalt.
Work closely with internal teams, including Customer Success, Product Development, and the India team, to facilitate a smooth implementation and transition for clients.
Continuously evaluate and refine implementation processes to improve efficiency and enhance client satisfaction.
Stay up to date with Cobalt, industry trends, and competitors to understanding the evolving needs of clients, including market trends and various investment strategies.
Requirements:
Bachelor’s degree in a relevant field such as Finance, Information Technology, Accounting, or Business Administration
3+ years of experience in project management required (experience in Private Equity, Private Markets, or financial software is strongly preferred)
Detail-oriented with strong analytical and problem-solving skills
Strong technical and PC skills including Microsoft Office skills, experience building and working with large data files (Pivots, V-Lookups and Excel-add in)
Excellent organizational skills to manage multiple implementation projects simultaneously and prioritize tasks effectively
Excellent communication skills, both written and verbal, with the ability to clearly explain technical concepts to clients
Ability to work independently and collaboratively within a team environment, demonstrating flexibility and adaptability
The budgeted salary range for this position in the states of Connecticut and New York is $75,000 - $90,000.
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. Learn more at www.factset.com and follow us on X and LinkedIn.
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
VEVRAA Federal ContractorRequest Priority Protected Veteran & Disabled Referrals for all of our locations within the stateThe EEO is the Law poster is available here.FactSet Research Systems Inc. endeavors to make our website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact recruiting@factset.com.Equal Opportunity Employment PolicyIt is the policy of FactSet Research Systems Inc. ("FactSet") to provide equal employment and advancement opportunities to all qualified employees and applicants for employment regardless of their race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, physical or mental disability, genetic information, protected veteran status, pregnancy, military or military reserve obligations, or any other class or status protected by law. This policy applies to all policies and procedures related to recruitment, hiring, training, promotion, compensation, benefits, transfer, discharge, and other terms and conditions of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. If you have questions concerning this policy, please contact the Human Resources department at +1 (203) 810-1000.
