Specialist Client Solutions - Risk and Advisory Solutions
New York, NY

Job Description

Responsibilities:

* Runs portfolio construction and risk analyses across different asset classes for clients and prospects. Employee ability to interpret and explain the results to prospects and clients is expected to evolve over time;
* Performs client-specific investment portfolio PoCs, trials using the Cognity risk management system. Performs client-specific system customizations related to the Cognity user interface options;
* Facilitates, provides support and executes upon integrations of the product for new clients, including but not limited to: lead client-facing communication together with the implementation project manager, providing product (functional and technical) guidance in the solutionizing process based on customer needs, build and manage implementation scope and effort estimates;
* Provides on demand support to customers in terms of using the system and interpreting the results;
* Proactively manages the client account relationships and ensures consistent and active usage of the risk management software by the client company;
* Manage expectations of customers with respect to delivery dates of software improvements and fixes. Provide regular and clear updates;
* Assists the team in the quality assurance/testing process of the software financial aspects, including but not limited to: facilitates and executes regular quality checks of client-specific risk reports before their delivery to the client, executes quality checks of client-specific investment decision workflows;
* Participates in product development process by designing and specifying new product functionalities and features as well as by preparing user guides and other product documentation • Interacts with all company teams - Software Engineers, Quants, Product Development;
* Provide user training and support the development of training programs • Manage and enrich internal documentation. Actively participate in enriching the product knowledge base;
* Travel to client locations or internal FactSet offices as appropriate;

Requirements:

* Knowledge in economics or finance in particular risk and asset management. Education degree obtained abroad, CFA or FRM Designation is considered an advantage;
* Strong understanding of the area of risk management, factor-based investing, portfolio construction and optimization. • Understanding of basic concepts of financial mathematics and statistics;
* Knowledge of the functioning and application of wide variety financial instruments including standard Stock and Bonds assets as well as complex derivative products such Options, Futures, IR Swaps, Structured Products, Fixed Income instruments with included options, etc;
* Understanding of software solutions both on premise and SaaS;
* Understanding of software development principle. • Basic experience in SQL queries and database structures or similar;
* Solid understanding of MS Excel such as pivot tables, functions, advanced formatting and charting, etc;
* Excellent oral and written communication skills in English • Self-starter that is capable of tackling complex/loosely defined problems and structuring a well-organized and actionable solution;
* Results focused with a strong sense of initiative and attention to detail • Willingness to travel, visit and meet clients on-site;

Highly Desired:

* Experience with the SDLC, code repositories, software systems and continuous deployment systems;
* Experience with Jira/Confluence;
* Interest in, and experience with financial technology platforms (in particular risk and portfolio construction products);
* Prior experience with financial software is considered an advantage;
* Understanding of basic concepts of financial mathematics and statistics;
* 2 or more years of experience in similar or related financial area;