FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.  

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.  

JOB DESCRIPTION: Associate Reconciliation Specialist

FactSet combines hundreds of databases into a single, powerful information system. It is a one-stop source for financial information and analytics for business analysts, portfolio managers, investment bankers / management firms and other financial professionals to analyze companies, portfolios, markets & economies. FactSet was formed in 1978 and operates out of 64 locations worldwide. FactSet with over $1.1 billion in annual revenues, is headquartered in Norwalk, Connecticut and employs nearly 10,000 people worldwide. Our operations extend within North America as well as Europe and the Pacific Rim. Since 1996, the Company has been publicly traded on the New York Stock Exchange under the symbol FDS.

This Specialist position will be a key member of our Supplier Relations Team, which ultimately reports through our Chief Financial Officer (CFO) organization.  The Supplier Relations Team is focused on vendor onboarding, risk management, and acquisition support. Supplier Relations ensures that FactSet compliantly onboards new suppliers, manages risk through the company’s insurance program, and integrates and onboards vendors acquired through mergers and acquisition activities.

Responsibilities: 

Support annual insurance renewal by gathering pertinent information and collaborating with insurance broker Respond to client inquiries regarding insurance coverage and certificates  Manage and update insurance documentation and training materials  Support the implementation of Workday Strategic Sourcing  Ensure collaboration with Compliance for new supplier registration screening Learn the supplier onboarding process and how to properly register new suppliers Monitor and respond to supplier registration mailbox inquiries Collaborate with Corporate Development and manage the registrations of suppliers from new acquisitions Proactively identify and address gaps to streamline processes and how they interface with other business processes Perform data analysis, manipulate complex data sets, identify trends in data, develop charts, and create PowerPoint presentations Identify areas of improvement and proactively collaborate with peers and stakeholders to develop/enhance standard work, job aids, policies, processes, and workflows Recommend solutions to issues to enhance processes, policies, and workflows

Qualifications:

Bachelor’s degree Demonstrated fluency in English, both spoken and written2 - 5 years of professional experience in corporate environmentStrong computer skills including Microsoft Excel, Word, Outlook, and Workday Comfortable with making presentationsCommunicating with all levels of workers in the company Ability to lead group discussions and effectively present on topics related to this role Proven attention-to-detailDemonstrated ability to drive results in a matrix organization with competing demands Ability to identify gaps in processes, policies, and procedures and recommend solutions Demonstrated capacity to be coachable, take feedback, and incorporate it into your role Adaptable, team player who executes on-timeProactive self-starter

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

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Company Overview: 

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.