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.
Portfolio Management
The mission of the Dealmakers & Wealth Strategic Business Unit (SBU) is to accelerate FactSet’s growth by strategically advancing the established sectors of Banking and Wealth Management, as well as driving accelerated expansion of two rapidly emerging sectors, Corporates and Private Equity/Venture Capital.
We work by building and delivering market-leading solutions via an open platform that seamlessly integrates differentiated content, workflow automation, and pioneers in GenAI development. We learn through deep-rooted collaboration with our clients to understand their challenges and opportunities. And lastly, we win by bringing it all together - content, efficiency, technology, and support - in collaboration with our Sales and Client Solutions teams to deliver an industry-leading partnership to our clients.
The FactSet Wealth Platform is a strategic investment in the Wealth Portfolio Lifecycle that will deepen our capabilities across Performance, Risk, Portfolio Management and Proposal Generation. The system interacts with millions of portfolios.
Within the FactSet Wealth Platform, we're looking for a technical lead to drive the development of our Portfolio Management system. This technical lead will partner with FactSet Institutional Buy Side colleagues to build performance front-end applications that leverage innovative computation solutions and deliver on our strategic goals.
Technical stack: JavaScript, TypeScript, NodeJS, VueJS, Rest API, AWS
Responsibilities:
Execute on Portfolio Management strategic initiatives. Work with product and cross-sbu teams to deliver on Portfolio Management deliverables. The goal is to provide meaningful value to Wealth Portfolio Management workflows and keep us ahead of the competition.
Follow best practices and work independently, ensuring the adoption of reusable component design and reducing new technical debt.
Support and expand the Wealth Portfolio Management backend. Expand on existing AWS workflows and pair with various API’s and calculation engines.
Partner with Product peers and relevant stakeholders. Collaborate with peers in Product to understand the vision for advisory workflow solutions. Provide feedback and help shape the direction to establish Portfolio Management as the cornerstone of Wealth Manager workflows.
Minimum Requirements:
Five years of engineering experience with a strong track record of success
A good experience working on a large-scale project
Strong communication Skills - Distilling complex business needs into actionable tasks
Critical Skills:
Strong web development experience (TypeScript/JavaScript/Vue.js/HTML) to validate the team’s work. We can consider applicants with good expertise in React.js as well.
Strong debugging skills with an analytical mindset
Excellent communication skills to collaborate effectively with peers and stakeholders
Interest in growing into management to guide an established team (experience is a plus)
Excellent execution skills to deliver on goals
Additional Skills:
Experience with AWS is a plus
Historical complex project execution is a plus
Knowledge of data analysis and visualisation to support actionable insights for end users.
Dedication to driving innovation, quality assurance, and ongoing process enhancement.
Ability to drive the development of intuitive, client-facing applications.
Education:
Bachelor's in computer science or a relevant field
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 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.
