Advisor, Client Implementation Solutions

Position Name: Client Solutions Advisor

Department: Client Implementation Solutions

ABOUT FACTSET

FactSet is a leading provider of integrated online financial and economic information to the global financial community. FactSet offers mission-critical investment research and workflow solutions to analysts, portfolio managers, investment bankers and other financial professionals. FactSet combines hundreds of databases into a single, powerful information system. It is a one-stop source for financial information and analytics for business analysts, portfolio managers, investment bankers/management firms and other financial professionals to analyze companies, portfolios, markets & economies.

FactSet intends to advance our strategy to scale our data and workflow solutions and expand our private market offerings through our acquisition of Cobalt Software Inc. (“Cobalt”), a leading portfolio monitoring solution provider for the private capital industry.

Cobalt GP Portfolio Monitoring is private capital's key to collecting, analyzing, and reporting on fund and portfolio company financial metrics. Private equity and venture capital funds use Cobalt's intuitive technology platform to gain critical operational efficiencies, address increasingly complex LP and management demands, and, ultimately, competitively position their firm. Cobalt tailors its portfolio monitoring, investor relations, and benchmarking analysis tools according to our clients' size and investment style to match their needs.

PROCESS BRIEF

The Cobalt Implementation and Customer Success Team is looking for exceptional, highly motivated individuals to join our team as Advisor, Client Implementation Solution to actively help with implementation tasks and support our clients in Cobalt.

JOB RESPONSIBILITIES

• Ensure the implementation tasks assigned are completed in a timely and accurate manner

• Ensure all documentation is completed for the assigned task

• Answering client questions through email, instant messages, and proprietary communication channels

• Cooperate and liaise with other internal teams (e.g. Implementation, Customer Success, Product)

• Keep up to date with private markets, including our products and competitors.

• Effectively translate client requirements into reporting templates and dashboards

• Assist in building out a product knowledge base of reference material and user guides

JOB REQUIREMENTS

• Bachelor’s degree in Finance, MIS, Economics, Accounting, Business Administration or similar field

• 2+ years of experience required (Private Equity / Private Markets or financial services sector strongly preferred)

• Strong analytical and problem-solving skills

• Strong technical and PC skills including Microsoft Office skills, experience building and working with large data files (Pivots, V-Lookups and Excel-add in)

• Ability to efficiently handle and prioritize multiple projects and adapt to constantly changing demands

• Outstanding communication and interpersonal skills and ability to work with a wide variety of people

• Well organized and can handle multiple tasks at once

• Proven ability to work independently as well as to work as part of a team

• Flexible to work remotely in U.S. shift timings preferably 5.30pm-1.30am IST.

At FactSet, we celebrate the diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

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