Job Summary

We are looking for a Lead Specialist, Core Performance and FI Analytics, Managed Services to join our Buyside Client Services team in Mumbai - an individual who is enthusiastic, intellectually curious and takes pride in the work they do. We offer the opportunity to become a subject matter expert in FactSet s Performance and FI Analytics products and solutions by bridging the gap between investment and software professionals. The role requires collaborative partnership with a diverse range of stakeholders including client representatives, sales, product specialists and engineers.

Key Responsibilities

- Effectively handle multiple tasks or Client Services projects independently. Responsibilities include conducting advanced portfolio performance or risk result analysis to assess the different sources of portfolio returns and/or various risk measures, incident management, client service and service delivery.
- Develop and maintain up-to-date knowledge of the asset management industry, current market trends and economic factors for maintaining a competitive edge over the execution and delivery of creative solutions strategies.
- Actively participate and contribute to best-practices initiatives and product/workflow enhancements for Client Services by obtaining an excellent grasp of the product functionalities and methodologies as well as industry-specific principles and best practices. Close collaboration with middle and front office of our clients - institutional asset managers, wealth managers and asset owners.
- Analyze and solve complex business issues related to clients investment portfolios, financial data, analytics, and workflows.
- Strong aptitude for understanding and gathering requirements to address client-specific business needs efficiently.




- Assist and support the smooth execution of clients production processes and workflows.
- Collaborating, mentoring, training, supporting, and acting as escalation for the RCS Customer Success or Managed Services Operations teams and other client teams at FactSet

Required Skills

- University degree in Finance, Economics or related industry discipline.
- 3+ years of relevant experience required
- Fluent English verbal and excellent written communication skills.
- Strong knowledge of financial instruments pricing, including standard stock and bond assets, as well as derivative products such as options, futures, swaps (e.g., CDS, IRS, TRS), and structured products.
- Participation in the CFA Program or FRM Program is an added advantage
- Python and data science skills would be considered a plus
- Ability to build strong, trusting relationships with FactSet clients and internal stakeholders Flexibility / Adaptability / Managing Multiple Priorities
- Excellent interpersonal skills with a robust sense of initiative, team player.
- Strong analytical and critical thinking abilities.

Beneficial Skills

- Financial background in the Asset Management industry
- Genuine interest in capital markets and portfolio management
- Experience with Risk Management
- Interest and affinity to work with software, data and analytics
- Financial instruments pricing knowledge, including standard Stock and Bonds assets as well as derivative products such as Options, Futures, Swaps (e.g. CDS, IRS, TRS), Structured Products, etc.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Lead Specialist, Core Performance & FI Analytics (Mumbai)
🏢 FACTSET
📍 Mumbai