The Institutional Buy Side is responsible for developing and marketing industry‑leading tools for portfolio management, quantitative research, risk, performance & attribution, and execution management across the investment lifecycle. Our clients include the world’s largest asset managers, asset owners, and insurance companies.
The Services organization is focused on evolving FactSet’s global service delivery model by streamlining operational workflows and enhancing data quality, transparency, and efficiency. This includes key service tools such as Portfolio Reconciliation Utility, Portfolio Health, Lifecycle Dashboards, and Portfolio Services Dashboards—tools that underpin FactSet’s growing Managed Services and Portfolio Services business.
The Services Product Management team is driving the evolution of our workflow and process monitoring tools. These products ensure transparency into the processing of data into FactSet, validating and ens...