Fund Specialist - Global Fund Analytics

Your Team's Impact 

FactSet’s Global Fund Analytics team is dedicated to making FactSet the global leader in institutional-level fund analysis.  With a focus on quality and expertise in all facets of fund exposures, costs, and risks, Global Fund Analytics serves as FactSet’s in-house fund experts. The Global Fund Analytics team is poised to be a center of innovation and growth within FactSet.

The Fund Specialist will apply investment knowledge and primary source research to classify funds, and to write descriptive reports on Exchange-Traded Funds and Mutual Funds investment strategies.  The position requires at times problem solving and critical thinking skills to ensure consistent, unbiased classification of funds and contribute to system enhancements. This position will serve as a subject matter expert on fund classification for the FactSet Manila office.  As the Fund Specialist advances, s/he will be expected to train junior team members.

What You'll Do 

• Classify funds using FactSet’s proprietary methodology

• Compose overview of fund characteristics

• Compose brief fund descriptions

• Respond to client queries on classifications and overview text

• Demonstrate continuous learning of fund classifications and evaluation

• Actively share ideas towards process and output improvements

• Independent management of the workload assigned within stipulated timeline

• Report and consult team mentor/leader/manager for any and all work-related questions and concerns

What We're Looking For 

Required Skills 

• Candidate must possess a Bachelor's/College Degree in Finance, Business-related equivalents OR Degree in Communication, Journalism equivalents

• Strong written English language communication skills

• Attention to detail and diligence to task

• Ability to collaborate and to reach out for clarification and feedback from supervisors

• Willingness to work with remote managers

• Willingness to undergo training for 3-5 months in a GY Shift (10:00pm-6:00am)

• Working schedule after the training is Mid-shift

• Include a formal cover letter along with your resume/CV narrating your interest and qualifications for the role

Desired Skills 

• CFA or progress towards CFA is strongly preferred

• Experience in and understanding one or more of the following: ETFs, Mutual Funds 

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.