Responsibilities :Collaborate with generalist sales and other specialists to generate sales leads for middle office products.Product Specialists will be expected to facilitate both retention and expansion within their assigned clients.Maintain a high level of sales activities, tracking sales efforts and client intelligence in Salesforce.Develop subject matter expertise in middle office solutions and workflows, including Portfolio Analysis, Performance, Reporting, Risk Models and Analytics Production solutions.
Become an internal resource as a subject-matter expert.Increase client awareness about FactSet's middle office solutions.Create tailored product demonstrations to highlight value add of analytics products to meet specific investment management needs.Manage and run effective trials to ensure our best chance at a successful opportunity win.Organize and prioritize feedback for enhancements to Product Management that will help FactSet to maintain its competitive advantage.Build expertise in FactSet's competitor landscape (BlackRock Aladdin, Bloomberg, MSCI, Morningstar, etc).Organize and prioritize feedback for Product Development, suggesting enhancements that will maintain FactSet's competitive advantage.Required Skills:3+ years in client facing role, preferably with prior experiences in a pre-sales or comparable role.Strong technical skills & deep knowledge of Middle Office product, workflows, and challenges.Ability to interact effectively with senior level in both the sales and SBU teams.Enthusiasm, desire, and a strong sense of initiative.Desire to set the benchmark high for what is expected from an individual contributor on the pre sales teamDemonstrate knowledge around portfolio applications, the underlying calculations and related theories.Independent worker who will take initiative in all aspects of the role.Ability to work on multiple projects simultaneously and prioritize responsibilities.Excellent communication skills; confidence in presenting to groups and to senior client stakeholders.Strategic thinker, strong analytical skills.Excellent Finance knowledge is necessary.
Candidates working towards or open to the CFA designation or other professional accreditation (e.g.
CIPM, FRM, CAIA, etc.)
is a plus.