Support Analyst, Portfolio Management System

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.

Your Team's Impact

Join our innovative Support Analyst team focused on Portfolio Management systems, where you’ll play a crucial role in efficiently managing onboarding projects for hedge funds and asset managers. You'll also engage in vital communication with external brokers to facilitate seamless trade execution. This hybrid position offers the flexibility to excel both onsite and remotely, combining collaborative teamwork with independent productivity. Be part of a team that's leading the way in shaping the future of portfolio management!

What You'll Do

• Technical Support: Provide first and second-level technical support for PMS users, addressing queries, resolving issues, and escalating complex problems to implementation and development teams as needed.

• Issue Resolution: Troubleshoot and resolve technical issues related to trading, trade lifecycle, profit and loss and reporting functions within the PMS.

• Client Communication: Serve as a primary point of contact for clients, providing timely and effective support, and ensuring client satisfaction with the PMS.

• System Maintenance: Assist in maintaining system documentation, performing routine checks, and ensuring compliance with internal processes and regulatory requirements.

• Collaboration: Work closely with QA and development teams to identify and report system bugs and provide feedback on new features.

What We're Looking For

Required Skills

• Education: Bachelor's degree in computer science, Information Technology, Maths or a related field.

• Experience: 2 - 3 years of experience in a similar support role within the financial services industry.

Desired Skills

• Strong technical skills, with experience in Python and familiarity with AWS an advantage.

• Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.

• Strong problem-solving abilities with attention to detail.

• Experience with Zendesk is desirable.

• Knowledge of financial markets and portfolio management concepts is advantageous.

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.

• open to all employees that serve as a catalyst for connection, growth, and belonging.

Learn more about our benefits .

The budgeted amount range for this position in New York City is $74,000 - $85,000

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 and follow us on and .