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’s Analytics business unit powers industry-leading solutions for portfolio management, quantitative research, risk, performance & attribution, and execution management, serving some of the world’s largest asset managers, asset owners, and insurance companies. Within Analytics, the Performance Product Management group is a dynamic collective driving innovation and execution across key offerings such as FactSet Performance Solution (FPS), Portfolio Vault, B-One, RAS, and GIPS. Our collaborative environment values curiosity, initiative, and client empathy, welcoming diverse perspectives and empowering team members to shape the future of financial analytics.
What You'll Do
As a Product Manager for Portfolio Vault, you will oversee the discovery, strategy, planning, and delivery of a core module within the FactSet Performance Solution (FPS). Your focus will be on architecting a technical platform optimized for large-scale adoption while partnering with cross-functional stakeholders including Product, Sales, Portfolio Services, Professional Services, and Support Services.
- Develop deep insight into market conditions, user personas, and the competitive landscape to guide impactful product decisions.
- Validate and prioritize enhancements to Vault’s technical infrastructure, employing a data-driven approach to measure product and financial success.
- Collaborate with Principal and Senior Product Managers to shape product strategy, business cases, KPIs, adoption, and retention goals.
- Define product packaging and pricing with the Pricing team, and coordinate go-to-market activities with Product Marketing and Sales Enablement.
- Lead agile release planning, communicate milestones, draft user stories with clear acceptance criteria, and partner with UX to build intuitive customer experiences.
- Monitor product metrics and iterate rapidly to elevate value; troubleshoot escalations and continuously improve support processes to guarantee client satisfaction.
- Demonstrate leadership by motivating teams to achieve outcomes, balancing encouragement with rigor to ensure consistent progress toward shared goals.
What We're Looking For
- Proven Expertise : 5 years of relevant experience in product management, preferably in financial technology or portfolio analytics.
- Academic Excellence: Bachelor’s or Master's degree.
- Technical experience with SQL, Python, AWS, or similar programming skills will enhance your ability to understand and support data-driven client workflows.
- Strong understanding of end-user roles in asset management and the broader financial industry landscape.
- Proven capability in gathering requirements, synthesizing data, and translating market insights into strategic decisions.
- Hands-on experience with technical infrastructure and scalable platforms.
- Excellent communication, collaboration, and influencing skills across technical, commercial, and client-facing teams.
- Results-driven mindset with the ability to prioritize, pivot, and iterate with agility.
- Demonstrated ability to manage multiple priorities and deliver simultaneously on product, client, and business goals.
- Technical experience with SQL, Python, AWS, or similar programming skills is a plus and will enhance your ability to understand and support data-driven client workflows.
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:
- Contributing to a firm with over 40 years of consecutive growth, named a 2023 Best Place to Work by Glassdoor and led by a top-rated CEO Talent Champion.
- Support for your total well-being. This includes health, life, and disability insurance, plus paid time off for holidays, family leave, and companywide wellness days.
- Sport card fully covered by the employer, lunch program, learning programs and additional time for learning.
- 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, sustainability, and inclusivity, where collaboration is always encouraged, and individuality drives solutions.
- Career progression plans with dedicated time each month for learning and development.
- Employee-led Business Resource Groups that align with our DE&I strategy and are wholly supported by Executive Management.
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 characteristics protected by law.
