Product Manager, FactSet Programmatic Environment

📌 Core Information 🔹 Job Title: Product Manager, FactSet Programmatic Environment 🔹 Company: FactSet 🔹 Location: Norwalk, CT, USA 🔹 Job Type: Full-Time 🔹 Category: Financial Services 🔹 Date Posted: May 29, 2025 🚀 Job Overview Key aspects of this role include: - Shaping and presenting the development roadmap for FactSet Programmatic Environment (FPE) - Collaborating with engineering and quantitative research teams to optimize programmatic workflows - Interacting with clients and sales prospects to understand their evolving needs and market opportunities - Supporting sales efforts for retention, expansion, and new opportunities - Leading multi-quarter projects to support both systematic and non-systematic investor workflows, including AI-driven solutions ASSUMPTION: This role requires a strong understanding of both quantitative research and software development processes, as well as excellent communication and collaboration skills. 📋 Key Responsibilities ✅ Product Management: - Help shape and execute the strategy roadmap for FPE - Work closely with engineering teams to optimize programmatic workflows between FactSet products ✅ Quantitative Research: - Collaborate with the quantitative research team to design aspects of the systematic investment process ✅ Client Interaction: - Interact with existing clients and sales prospects to understand their evolving needs and market opportunities - Assist Sales as necessary with retention, expansion, and new opportunities ✅ Project Management: - Plan and lead demanding multi-quarter projects to support both systematic and non-systematic investor workflows, including AI-driven solutions such as the FPE Assistant ASSUMPTION: This role involves a significant amount of cross-functional collaboration and requires strong project management skills to ensure successful execution of multiple projects simultaneously. 🎯 Required Qualifications Education: - Bachelor’s degree required; CFA designation (preferred) Experience: - 5+ years of experience with FactSet or other asset management software systems - 5+ years in the areas of quantitative research, portfolio construction, and management Required Skills: - Intermediate programming skills ideally with software tools such as Python, R, MATLAB, or SAS - Basic understanding of GenAI solutions - Prior experience with Agile development and tools such as Jira - Solid communication and presentation skills - Self-motivated, strong collaboration - Proven ability to work in cross-functional, geographically dispersed teams Preferred Skills: - Experience with systematic investment strategies - Familiarity with FactSet products and workflows ASSUMPTION: Given the specific requirements of this role, candidates with a strong background in both quantitative research and software development are likely to be the best fit. 💰 Compensation & Benefits Salary Range: $96,000 - $130,000 per year (based on the provided budgeted range for specific states) Benefits: - Health Insurance - Life Insurance - Disability Insurance - Retirement Savings Plans - Discounted Employee Stock Purchase Program - Paid Time Off - Family Leave - Company-wide Wellness Days - Flexible Work Accommodations - Career Progression Planning - Learning and Development Working Hours: 40 hours per week (with flexible arrangements available) ASSUMPTION: The provided salary range is based on the budgeted amount for specific states. The actual salary may vary based on the candidate's location and experience level. 📌 Applicant Insights 🔍 Company Context Industry: FactSet operates in the financial services industry, providing data and software solutions to investment professionals worldwide. Company Size: FactSet is a large company with over 8,200 global clients and more than 10,000 employees. Founded: FactSet was founded in 1978 and has since grown to become a publicly traded company on the NYSE and NASDAQ. Company Description: - FactSet helps the financial community to see more, think bigger, and work better by delivering comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. - The company offers a wide range of services, including financial data, analytics, and open technology solutions, catering to the needs of various clients, from buy-side and sell-side firms to wealth managers, private equity firms, and corporations. Company Specialties: - FactSet specializes in providing flexible, open data and software solutions for the financial community, with a focus on delivering exceptional client service. - The company's expertise lies in various areas, including fintech, portfolio management, investment management, investment banking, wealth management, trading, risk and compliance, client reporting, OMS, EMS, data delivery, professional services, open technology, performance and attribution, risk management and analysis, and financial data. Company Website: www.factset.com ASSUMPTION: FactSet's extensive experience and comprehensive range of services make it an attractive employer for professionals seeking to grow their careers in the financial services industry. 📊 Role Analysis Career Level: This role is at the mid-level to senior level, requiring a significant amount of experience and expertise in both quantitative research and software development. Reporting Structure: The Product Manager reports directly to the Head of Product for the FactSet Programmatic Environment. Work Arrangement: This role is a hybrid position, with employees working both on-site and remotely. Growth Opportunities: - FactSet offers various growth opportunities, including career progression planning with dedicated time each month for learning and development. - The company's large size and diverse range of services provide ample opportunities for employees to advance their careers within the organization. ASSUMPTION: Given the company's size and the nature of the role, there are numerous opportunities for career growth and development within FactSet. 🌍 Location & Work Environment Office Type: FactSet has multiple office locations worldwide, with the headquarters in Norwalk, Connecticut, USA. Office Location(s): - Norwalk, Connecticut, USA - Sofia, Bulgaria - New York, New York, United States - London, United Kingdom Geographic Context: - Norwalk, Connecticut: A suburban city located approximately 40 miles northeast of New York City, offering a mix of urban and rural living with easy access to major cities and outdoor recreation. - Sofia, Bulgaria: The capital and largest city of Bulgaria, located in the Sofia-Grad province, offering a blend of Eastern European and Mediterranean cultures with a lower cost of living compared to Western European cities. - New York, New York: One of the most populous and culturally diverse cities in the world, serving as a global hub for finance, media, and entertainment. - London, United Kingdom: The capital and largest city of the United Kingdom, known for its rich history, diverse culture, and thriving financial industry. Work Schedule: The work schedule for this role is Monday to Friday, with flexible arrangements available. ASSUMPTION: FactSet's global presence and diverse office locations provide employees with the opportunity to work in various cultural and geographic settings, offering unique experiences and perspectives. 💼 Interview & Application Insights Typical Process: 1. Online application submission 2. Phone or video screening 3. In-depth behavioral and technical interviews 4. Final round interviews with senior leadership 5. Background check and offer extension Key Assessment Areas: - Technical skills, including programming and quantitative research - Problem-solving abilities - Communication and presentation skills - Collaboration and teamwork skills - Cultural fit and alignment with FactSet's values Application Tips: - Tailor your resume and cover letter to highlight relevant skills and experiences for this specific role. - Prepare for behavioral and technical interview questions by researching common interview questions for product management and quantitative research roles. - Familiarize yourself with FactSet's products and services to demonstrate your understanding of the company and its offerings. ATS Keywords: FactSet Programmatic Environment, FPE, quantitative research, portfolio construction, asset management, software development, Agile, Jira, Python, R, MATLAB, SAS, GenAI, systematic investment, AI-driven solutions, workflow optimization, project management, client interaction, sales support, market analysis ASSUMPTION: FactSet's hiring process is designed to assess candidates' technical skills, problem-solving abilities, and cultural fit, with a focus on finding the best fit for both the candidate and the organization. 🛠️ Tools & Technologies - FactSet Programmatic Environment (FPE) - FactSet Workstation - Python, R, MATLAB, or SAS - Jira (Agile development tool) - GenAI solutions (e.g., FPE Assistant) - Other FactSet-specific tools and technologies ASSUMPTION: FactSet's proprietary tools and technologies are integral to the success of this role, and candidates should be prepared to learn and utilize these tools effectively. 👔 Cultural Fit Considerations Company Values: - FactSet's values include integrity, innovation, collaboration, and client focus, with a commitment to delivering exceptional client service and fostering a positive work environment. Work Style: - FactSet encourages a collaborative and inclusive work environment, with a focus on open communication, active listening, and continuous learning. - The company values diversity, equity, and inclusion, promoting a culture where everyone can thrive and contribute to their fullest potential. Self-Assessment Questions: - How do your personal values align with FactSet's company values, particularly in the areas of integrity and client focus? - Describe a time when you had to collaborate with a diverse team to achieve a common goal, and how you ensured that everyone's perspectives were considered and valued. - How do you approach continuous learning and staying up-to-date with industry trends and technologies, particularly in the context of a rapidly evolving field like quantitative research and software development? ASSUMPTION: FactSet's cultural values and work style emphasize collaboration, innovation, and client focus, with a strong commitment to fostering a positive and inclusive work environment. ⚠️ Potential Challenges - Balancing multiple projects and priorities, often with tight deadlines and competing demands from various stakeholders - Navigating a large, complex organization with multiple teams and reporting structures - Keeping up with the latest trends and technologies in both quantitative research and software development, which are rapidly evolving fields - Managing remote and hybrid teams, requiring strong communication and leadership skills to ensure effective collaboration and productivity ASSUMPTION: FactSet's size and the nature of the role present unique challenges that require strong project management, communication, and leadership skills to succeed. 📈 Similar Roles Comparison - FactSet Product Manager vs. Traditional Product Manager: - FactSet Product Managers are responsible for shaping and executing the strategy roadmap for specific products, such as the FactSet Programmatic Environment, while traditional product managers may oversee a broader range of products or services. - FactSet Product Managers often work closely with engineering and quantitative research teams, requiring strong technical skills and a deep understanding of both software development and quantitative research processes. - FactSet Quantitative Research vs. Traditional Quantitative Research: - FactSet's quantitative research team focuses on designing aspects of the systematic investment process, working closely with product management and engineering teams to optimize workflows and enhance FactSet's offerings. - Traditional quantitative research roles may focus more on academic research, financial modeling, or portfolio optimization, with less emphasis on collaboration with software development teams. ASSUMPTION: FactSet's unique combination of quantitative research and software development requirements sets this role apart from traditional product management and quantitative research positions. 📝 Sample Projects - FPE Workflow Optimization: Lead a multi-quarter project to optimize programmatic workflows between FactSet products, improving efficiency and user experience for both systematic and non-systematic investors. - AI-Driven Solutions: Collaborate with the quantitative research team to develop and integrate AI-driven solutions, such as the FPE Assistant, into FactSet's offerings to enhance client engagement and support systematic investment strategies. - Market Analysis: Conduct a comprehensive analysis of the market landscape for systematic investment tools, identifying trends, opportunities, and potential gaps in FactSet's offerings, and developing strategies to address these findings. ASSUMPTION: FactSet's diverse range of products and services, as well as its commitment to innovation and continuous improvement, provides numerous opportunities for candidates to contribute to impactful projects and drive meaningful change within the organization. ❓ Key Questions to Ask During Interview - Role Responsibilities: - Can you describe the most challenging project I might face in this role, and how you would approach it? - How does this role fit into the broader product management and quantitative research teams, and how do these teams collaborate to achieve common goals? - Company Culture: - How does FactSet support work-life balance for employees, particularly in a hybrid work environment? - Can you describe a time when FactSet's values, such as innovation or collaboration, were particularly evident in a project or initiative? - Growth Opportunities: - What opportunities exist for career growth and development within FactSet, particularly for someone with a strong background in both quantitative research and software development? - How does FactSet support the professional development of its employees, and what resources are available to help me grow in this role? ASSUMPTION: FactSet's large size and diverse range of services provide ample opportunities for candidates to ask insightful questions about the role, the company, and their potential career growth within the organization. 📌 Next Steps for Applicants To apply for this position: 1. Submit your application through this link: FactSet Careers 2. Tailor your resume and cover letter to highlight relevant skills and experiences for this specific role, emphasizing your quantitative research and software development background. 3. Prepare for behavioral and technical interview questions by researching common interview questions for product management and quantitative research roles, and practicing your responses using the STAR method (Situation, Task, Action, Result). 4. Familiarize yourself with FactSet's products and services to demonstrate your understanding of the company and its offerings, and to identify potential opportunities for improvement or innovation. 5. Follow up with the hiring manager or HR representative one week after submitting your application to inquire about the status of your application and reiterate your interest in the role. ⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions. 📝 Disclaimer: This job description is a generated output based on the provided input data and is not an official document from FactSet. Always refer to the official job description for the most accurate and up-to-date information.