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Factset

Senior Product Manager - Real Time Portfolio Management

Posted Yesterday
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In-Office
4 Locations
128K-160K Annually
Senior level
In-Office
4 Locations
128K-160K Annually
Senior level
The role involves defining product requirements for portfolio management, leveraging knowledge of fixed income products, conducting research, and working closely with clients to enhance investment technology offerings.
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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.  

We are seeking a seasoned Product Manager to join our Investment Solutions team. The ideal candidate will have hands-on experience with FactSet Portfolio Analysis and FactSet Workstation, along with a strong understanding of fixed income products. This role offers the opportunity to contribute to the development, enhancement, and strategic positioning of our investment technology offerings.

Key Responsibilities:

  • Collaborate with senior product managers, analysts, and stakeholders to define product requirements and roadmaps.

  • Leverage deep knowledge of fixed income instruments, including government bonds, corporates, municipal bonds, structured products, and inflation-linked securities, to inform product strategy.

  • Conduct research, analysis, and benchmarking to support product decisions.

  • Work closely with clients to gather feedback and understand workflow challenges, particularly in portfolio management and trading environments.

  • Assist in the design, testing, and launch of new features within portfolio management systems (PMS) and integration with order management systems.

Required Qualifications:

  • 5-7+ years of experience as a Portfolio Analyst, Assistant Portfolio Manager, or Junior Portfolio Manager in investment management or asset management.

  • Solid understanding of fixed income products: government, corporate, municipal, structured, inflation-linked, and other related instruments.

  • Excellent analytical, communication, and stakeholder management skills.

  • Strong quantitative, analytical, and problem-solving skills, with attention to detail.

  • Bachelor’s degree in related field

Preferred Qualifications:

  • Hands-on experience with FactSet Portfolio Analysis, FactSet Workstation, or similar portfolio and analytics platforms.

  • Familiarity with Portfolio Management Systems (PMS), Order Management Systems (OMS), and Execution Management Systems (EMS).

  • Proven ability to analyze portfolio performance, risk, and attribution across multiple asset classes.

  • Experience supporting product development, workflow optimization, or client reporting in investment operations.

Why Join Us:

This role provides exposure to cutting-edge portfolio and trading technology, the

opportunity to shape product strategy, and the chance to work alongside experienced professionals in the investment technology space.

Job location: Boston, Chicago, New York and London

Working Environment: Hybrid

For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

What's In It For You 

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: 

  • The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.

  • Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.

  • Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. 

  • A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. 

  • Career progression planning with dedicated time each month for learning and development. 

  • Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. 

Learn more about our benefits here. 

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. 

The budgeted amount range for this position in California, Colorado, Connecticut, New York City and Toronto is $128,000 - $160,000

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. 

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify 

Top Skills

Execution Management Systems
Factset Portfolio Analysis
Factset Workstation
Order Management Systems
Portfolio Management Systems

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