FactSet

Oversee the full lifecycle of performance product suite, ensuring integration of GIPS capabilities and client satisfaction. | 10+ years in product management or performance solutions, with strong analytical, leadership, and client engagement skills. | 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. The Institutional Buyside business unit at FactSet is dedicated to delivering innovative tools for portfolio management, quantitative research, risk analysis, performance & attribution, and execution management. We serve the world’s largest asset managers, asset owners, and insurance companies, helping them navigate the complexities of the investment lifecycle with confidence. This role sits at the intersection of client workflows, regulatory and industry standards, and scalable technology. You will be responsible for ensuring FPS delivers a cohesive, competitive, and future-ready performance platform that supports both core performance workflows and GIPS-compliant reporting and governance. You will partner closely with Product, Engineering, Sales, Portfolio Services, Professional Services, and Support to define and execute a unified FPS roadmap that treats GIPS not as a standalone product, but as a first-class, integrated capability within the broader performance ecosystem. RESPONSIBILITIES As the Senior Product Manager – Performance Solutions, you will oversee the full lifecycle of FactSet’s performance product suite, from discovery and strategy to execution and launch. This involves working across Product, Sales, Managed Services, Professional Services, and Support teams to prioritize enhancements and ensure we consistently meet and exceed client expectations. Your primary responsibilities include: Product Insights · Develop deep expertise in institutional performance workflows, including performance calculation, attribution, reporting, and GIPS compliance. · Understand end-market dynamics, regulatory drivers, client operating models, and competitive offerings across both performance and GIPS solutions. · Proactively validate market opportunities through client engagement, data analysis, and feedback to ensure solutions are valuable, viable, usable, and scalable. · Define and track success metrics including product adoption, engagement, retention, ASV, and support cost efficiency. Product Strategy · Contribute to the product vision and roadmap for FPS, inclusive of GIPS capabilities, in alignment with FactSet’s broader Performance and Analytics strategies. · Partner with Senior Principal and Principal Product leadership to ensure FPS and GIPS priorities are aligned with firm-type strategies and long-term platform direction. · Define how GIPS capabilities integrate across FPS components such as calculation, data management, reporting, and governance workflows. · Act as a product evangelist, clearly communicating strategy, trade-offs, and priorities across stakeholders. · Partner with Sales and Marketing on market validation, positioning, and growth opportunities related to FPS and GIPS. Product Execution · Lead cross-functional teams to deliver on product vision, goals, and roadmap commitments. · Plan releases, prioritize initiatives, and clearly define scope, user needs, and success criteria. · Translate complex performance and GIPS requirements into actionable product requirements and acceptance criteria for engineering teams. · Collaborate with UX Design to ensure workflows are intuitive, compliant, and scalable for sophisticated institutional users. · Partner with Product Marketing and Sales Enablement on go-to-market messaging, client education, and adoption strategies. · Set realistic launch goals, monitor outcomes, iterate quickly, and continuously refine based on client and market feedback. Operational Ownership · Serve as a subject matter expert for FPS and GIPS, supporting client conversations, escalations, and strategic engagements. · Monitor post-launch product health, including support escalations, usability issues, and operational efficiency. · Identify opportunities to reduce complexity, improve client experience, and lower long-term support costs through better product design. As part of this role, you will also monitor the ongoing performance of products post-launch, ensuring they continue to meet client needs. This includes addressing support escalations, troubleshooting, and identifying opportunities to improve usability and reduce support costs. QUALIFICATIONS We’re looking for a driven individual with the skills, experience, and mindset to lead FactSet’s Performance Solutions to the next level. Key qualifications include: · Bachelor’s degree in STEM, finance, economics, or a related field, or equivalent professional experience. · 7–10 years of relevant experience, ideally in product management, performance solutions, or a related field. · A product-first mindset, with a strong focus on understanding client problems, defining clear goals, and experimenting to find the best solutions. · Proven ability to lead and inspire cross-functional teams, with the ability to influence stakeholders across engineering, design, and sales without direct authority. · Strong decision-making skills, including the ability to balance competing priorities and confidently say no to misaligned demands. COMPETENCIES · Insights: Demonstrates sharp analytical thinking and pragmatism in evaluating data and research. Regularly engages with users to gather insights and translate them into actionable product strategies. · Strategy: Aligns product priorities with FactSet’s corporate and departmental goals, ensuring resources are focused on the most impactful initiatives. Actively communicates and promotes the strategy within the organization. · Execution: Excels at managing multiple projects simultaneously, delivering high-quality outcomes while maintaining a focus on efficiency and value. · Leadership & Inclusion: An outstanding communicator who inspires trust and credibility. Acts as a subject matter expert and fosters collaboration across diverse teams. WHY JOIN US? This role is a unique opportunity to make a lasting impact at FactSet, driving the evolution of a critical product suite that serves some of the most sophisticated financial professionals in the world. You’ll be at the forefront of product innovation, working closely with talented colleagues and clients to deliver solutions that address the real-world challenges of performance management and attribution. Working Environment: Hybrid For U.S. locations, 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 At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: 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. 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. The budgeted amount range for this position in New York City, California Colorado and Canada is $120,000 - $150,000 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 FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. Join a team of highly motivated, talented individuals who are empowered to find answers through creative technology. Spread the news! We understand the importance of connections, which is why we have launched an external referral pilot program in the United States. If you are a partner, customer, or vendor; you are now able to refer top talent for a monetary reward. Please note some exclusions may apply* Return to Full Posting List

Collaborate with stakeholders to define product requirements and roadmaps, leveraging deep knowledge of fixed income instruments to inform product strategy, and support product development and workflow optimization. | 5-7+ years of experience in investment management or asset management, with strong understanding of fixed income products, and preferably experience with portfolio analysis platforms like FactSet. | 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 a seasoned Product Manager to join our Investment Solutions team. The ideal candidate will have hands-on experience with FactSet Portfolio Analysis and FactSet Workstation, along with a strong understanding of fixed income products. This role offers the opportunity to contribute to the development, enhancement, and strategic positioning of our investment technology offerings. Key Responsibilities: Collaborate with senior product managers, analysts, and stakeholders to define product requirements and roadmaps. Leverage deep knowledge of fixed income instruments, including government bonds, corporates, municipal bonds, structured products, and inflation-linked securities, to inform product strategy. Conduct research, analysis, and benchmarking to support product decisions. Work closely with clients to gather feedback and understand workflow challenges, particularly in portfolio management and trading environments. Assist in the design, testing, and launch of new features within portfolio management systems (PMS) and integration with order management systems. Required Qualifications: 5-7+ years of experience as a Portfolio Analyst, Assistant Portfolio Manager, or Junior Portfolio Manager in investment management or asset management. Solid understanding of fixed income products: government, corporate, municipal, structured, inflation-linked, and other related instruments. Excellent analytical, communication, and stakeholder management skills. Strong quantitative, analytical, and problem-solving skills, with attention to detail. Bachelor’s degree in related field Preferred Qualifications: Hands-on experience with FactSet Portfolio Analysis, FactSet Workstation, or similar portfolio and analytics platforms. Familiarity with Portfolio Management Systems (PMS), Order Management Systems (OMS), and Execution Management Systems (EMS). Proven ability to analyze portfolio performance, risk, and attribution across multiple asset classes. Experience supporting product development, workflow optimization, or client reporting in investment operations. Why Join Us: This role provides exposure to cutting-edge portfolio and trading technology, the opportunity to shape product strategy, and the chance to work alongside experienced professionals in the investment technology space. Job location: Boston, Chicago, New York and London Working Environment: Hybrid For U.S. locations, 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 At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: 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. 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. The budgeted amount range for this position in California, Colorado, Connecticut, New York City and Toronto is $128,000 - $160,000 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 FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. Join a team of highly motivated, talented individuals who are empowered to find answers through creative technology. Spread the news! We understand the importance of connections, which is why we have launched an external referral pilot program in the United States. If you are a partner, customer, or vendor; you are now able to refer top talent for a monetary reward. Please note some exclusions may apply* Return to Full Posting List

Drive product development and strategy for Middle Office workflow solutions, collaborating with clients and engineering teams to enhance product offerings. | Over 5 years of experience in product management or related roles, with knowledge of Middle Office applications and Agile development, and strong communication skills. | 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. The Institutional Buy Side is responsible for developing and marketing industry-leading tools for portfolio management, quantitative research, risk, performance & attribution, and execution management across the investment lifecycle. Our clients include the world’s largest asset managers, asset owners, and insurance companies. The Services organization is focused on evolving FactSet’s global service delivery model by streamlining operational workflows and enhancing data quality, transparency, and efficiency. This includes key service tools such as Portfolio Reconciliation Utility, Portfolio Health, Lifecycle Dashboards, and Portfolio Services Dashboards—tools that underpin FactSet’s growing Managed Services and Portfolio Services business. The Services Product Management team is driving the evolution of our workflow and process monitoring tools. These products ensure transparency into the processing of data into FactSet, validating and ensuring data accuracy and completeness, and outputting the results in presentation ready format. The Services Product team is looking for a talented individual with experience with Middle Office applications and workflows to contribute to a team responsible for delivering solutions to enhance efficiencies within Middle Office functions at our clients. This role will have the responsibility of driving product development and influence product strategy as the team builds out the product offering to support performance, reporting and risk workflows. Responsibilities: Collaborate with clients, internal stakeholders and software engineering teams to define and execute product roadmap for Services products Become the SME of Services products and driving the evolution of the products into a seamless experience for our users Apply Product Mindset principles to identify opportunities to deliver value to our customers. Responsible for product delivery, success measurement, and marketing Required Skills: Minimum of 5 years of relevant professional experience Collaborative team player with capability to work within a global, cross-functional team Must possess enthusiasm, desire and a strong sense of initiative as a self-starter Strong communication and interpersonal skills Preferred Qualifications: Proficient knowledge of Middle Office applications and knowledge of Services offerings Experience with Agile development Nice to Have: Base knowledge or aptitude with AI concepts Job location: Boston, Chicago, New York and Norwalk Working Environment: Hybrid For U.S. locations, 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 At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: 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. 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. The budgeted amount range for this position in New York City and Norwalk is $120,000 -$150,000 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 FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. Join a team of highly motivated, talented individuals who are empowered to find answers through creative technology. Spread the news! We understand the importance of connections, which is why we have launched an external referral pilot program in the United States. If you are a partner, customer, or vendor; you are now able to refer top talent for a monetary reward. Please note some exclusions may apply* Return to Full Posting List