Services Operations Specialist, MS Ops

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.  

Who You Are:

Portfolio Services is an integrated suite of client services that ensures consistent, accurate and timely nightly processing of portfolio and security level returns and analytics. The Portfolio Services Reconciliation Team conducts daily analytics research on client portfolios.  We address security analytics issues.  The team closely supports and coordinates with other Portfolio Services stakeholders to ensure clients' analytics data are quality assured in real-time, and to address questionable inputs or settings in their holdings.

What You'll Do:

• Performs coverage and analytical research on incoming tasks from the Portfolio Services Dashboard queue.
• Learn, execute, manage and apply Confluence-based quality assurance processes when possible
• Commit oneself to continuous learning of different tools, utilities and processes used by the team to execute and manage quality assurance processes
• Commit oneself to continuous learning of fixed income terms and analytics at a conceptual and application level
• Share ideas towards process and output improvements
• Accountable for work output produced
• Responsible and accountable for workload timeliness and RPD management
• Accountable for development and growth of product  and process knowledge including passing quarterly PKT.
• Report and consult team mentor/leader/manager for any and all work-related questions and concerns

What We Are Looking For:

• University Degree holder - Business Management, Business Administration, Financial Management, Mathematical Finance, Economics or equivalent - and in good standing
• Strong analytical, problem solving skills
• Ability to work independently
• Attention to detail
• Interest in learning new concepts and technologies
• Strong Interpersonal Skills
• Quick learner; ability to apply skills and past experiences in new situations
• Experience with and knowledge of Microsoft Excel, logic/coding an advantage
• Flexible to work in shifts
• Good command of the English language – written and oral

Returning from a break?

We are here to support you If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.

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 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.