Professional Services Associate
5 days ago
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
Irwin is one of the fastest-growing FinTech companies in Canada. We are based in Toronto and are a leading provider of capital markets-focused financial technology with a mission to seamlessly connect the world's capital seekers and allocators to make them more productive, innovative, and successful. Our flagship product, Irwin, is a software platform used by investor relations and investment banking professionals all over the world.
Who You Are
As a Professional Services Associate, you will have the opportunity to work with a diverse portfolio of clients and contribute to their success while honing your skills in the rapidly evolving field of investor relations.
This role reports to the Senior Manager of Professional Services.
What You'll Do
- Tailor and deliver a suite of services to each client, ensuring that their unique needs are met effectively.
- Conduct in-depth research and analysis on financial markets, industry trends, and client-specific data to provide valuable insights.
- Prepare and present comprehensive board reports, weekly market summaries, enhanced investor and analyst targeting reports, and peer read throughs.
- Collaborate with internal teams to ensure the timely and accurate delivery of services to clients.
What We Are Looking For
- Bachelor's degree in Economics, Finance, or related field.
- 3+ years' relevant experience in sales, client-facing roles, and financial analysis is highly preferred.
- A deep understanding of the investor relations industry and financial metrics.
- Proficiency in MS Office suite and FactSet.
- Strong organizational skills and ability to prioritize tasks effectively.
- Excellent communication and presentation skills.
- Ability to work well in a fast-paced team environment.
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.
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