Full-Time

Advisor – Client Solutions

Posted on 5/11/2025

FactSet

FactSet

10,001+ employees

Provides financial data and analytics solutions

No salary listed

Entry, Junior

Hyderabad, Telangana, India

Job Location: Hyderabad; Willingness to work in U.S. shifts

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor’s or Master’s degree preferably in Commerce, Business, or Finance
  • English spoken fluently
  • Strong analytical and problem-solving skills as well as experience in advanced web searching
  • Highly organized
  • Genuine interest or experience in financial markets
  • Excellent communication and interpersonal skills
  • Hardworking and proactive
  • Ability to work independently using creative thinking without extensive direction
  • Strong work ethic and highly self-motivated
  • Positive team player attitude
  • Willingness to work in U.S. shifts
Responsibilities
  • Answer client questions globally through expert telephone, email, instant message, and proprietary communication channels.
  • Support FactSet applications
  • Create custom FactSet models and screens
  • Solve complex financial queries
  • A proficient understanding of the FactSet Workstation, the content clients consume through FactSet, and Microsoft Excel
  • Follow procedures for maintaining the highest level of quality support for all FactSet clients
  • Share ideas and promote suggestions for improvement of workflows
  • Cooperate and liaise with other FactSet groups, including Client Solutions, Sales, and Product Development
  • Meet targets and goals set by exhibiting motivation and high performance
  • Attend internal meetings and training sessions and complete projects as requested
  • Keep up to date with the market we are operating in, including our products and competitors
  • Progress is reviewed informally on a monthly basis, followed by formal 6 month and yearly reviews as per FactSet procedure

FactSet provides financial data and software solutions to investment professionals around the world. Its products include market data, fixed income data, and research management tools that assist clients in making informed investment decisions. These tools deliver real-time and historical data, along with advanced analytics, to help users understand stock performance, earnings reports, and market trends. FactSet operates on a subscription-based model, allowing clients to access customizable data and analytics platforms tailored to their specific needs. The company distinguishes itself from competitors through its strong focus on client service and continuous updates to its platforms, ensuring they incorporate the latest financial data and analytical techniques. FactSet's goal is to empower investment professionals with the essential tools and insights needed to enhance their decision-making processes.

Company Size

10,001+

Company Stage

IPO

Headquarters

Norwalk, Connecticut

Founded

1978

Simplify Jobs

Simplify's Take

What believers are saying

  • FactSet's AI-powered tools position it well in the growing AI analytics trend.
  • The acquisition of LiquidityBook enhances FactSet's portfolio with OMS and IBOR capabilities.
  • Increased demand for ESG data presents growth opportunities for FactSet's data offerings.

What critics are saying

  • Intense competition from Bloomberg and S&P Global could erode FactSet's market share.
  • Integration challenges from acquiring TableTop Data may disrupt existing workflow solutions.
  • Reliance on subscription-based revenue is risky if clients prefer usage-based pricing models.

What makes FactSet unique

  • FactSet offers a comprehensive suite of financial data and analytics tools.
  • The company provides customizable solutions tailored to diverse financial professionals' needs.
  • FactSet is known for its commitment to client service and continuous platform innovation.

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Benefits

Health Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Paid Holidays

Flexible Work Hours

Wellness Program

Employee Stock Purchase Plan

Company News

Yahoo Finance
Apr 9th, 2025
FactSet Research Systems (NYSE:FDS) Secures US$1.5 Billion In New Credit Facilities

FactSet Research Systems (NYSE:FDS) recently announced a significant credit agreement, introducing both term and revolving facilities, which may have contributed to its 9.5% price decline over the last month. This financial maneuver comes at a time when the Dow Jones is experiencing volatile trading amidst new tariffs, with significant impacts on various sectors. FactSet's actions, including debt refinancing and strategic adjustments, could be adding pressure in a turbulent market. Overall,...

MarketScreener
Mar 20th, 2025
Financial data firm FactSet beats profit estimate on analytical tools demand

According to analysts, FactSet also faces intense competition in the financial data and analytics market, where it competes with Bloomberg, London Stock Exchange Group and S&P Global, among others - companies with deeply entrenched client bases and broader product ecosystems.

ETF Daily News
Mar 20th, 2025
Independent Advisor Alliance Makes New Investment in FactSet Research Systems Inc. (NYSE:FDS)

Independent Advisor Alliance makes new investment in FactSet Research Systems Inc. (NYSE:FDS).

CityBiz
Mar 4th, 2025
FactSet Acquires LogoIntern

NORWALK, Conn., March 04, 2025 (GLOBE NEWSWIRE) - FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, announced the acquisition of TableTop Data, Inc., a workflow tool beloved by junior bankers to streamline the unenviable task of adding, organizing, and formatting logos into pitch decks.

FactSet
Feb 14th, 2025
FactSet Acquires LiquidityBook | FactSet

Integrating adjacent workflows across the front office to connect the full portfolio life cycle Adds technology-forward order management (OMS) and investment book of record (IBOR) capabilities NORWALK, Conn. , Feb. 10, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial