Deploys and optimizes FactSet solutions for sophisticated investment clients through project-based implementations. Responsibilities include configuring products, integrating and validating data, creating workflow and report specifications, providing technical and functional guidance, training users, supporting implementation, identifying growth opportunities, and transitioning clients to support. The specialist partners with Product Development and Engineering, manages scope and estimates, communicates with clients, and mentors junior team members.

Leads complex client implementations for FactSet’s portfolio analytics, performance, and risk solutions. Responsibilities include scoping engagements, creating project plans and workflow specifications, providing product and technical guidance, supporting integrations, enhancing deployments, training users, identifying expansion opportunities, partnering with Product Development and Engineering, and transitioning clients to support.