Senior Performance Specialist – Managed Services at FactSet
FactSet · Mumbai, Maharashtra, India
- Experience: 0-2 years
📋 Job Details at a Glance 📍 Location Mumbai, Maharashtra, India 🏢 Company FactSet 👥 Experience 0-2 years 🎓 Qualification University Degree in Finance, Economics, or related field 📅 Eligible Batch 2023, 2024, 2025, 2026 📄 Job Type Full Time 💰 Salary Not Disclosed 🏢 Industry Non-Tech 🛠 Key Skills Financial Analysis Investment Analytics Performance Measurement Excel & Financial Modelling Senior Performance Specialist – Managed Services at FactSet — Full Details & How to Apply FactSet is seeking a Senior Performance Specialist – Managed Services in Mumbai, Maharashtra, India . This role offers a unique opportunity to impact financial analysis and investment analytics in a leading global firm. As the financial landscape evolves, the demand for skilled professionals who can leverage data for investment success has never been higher. The Senior Performance Specialist – Managed Services role is crucial in today's fast-paced financial environment. With the increasing reliance on data-driven decision-making, professionals in this position will play a vital role in enhancing performance measurement and investment analytics. This is particularly relevant as organizations strive to optimize client portfolios and adapt to shifting market trends. The ability to analyze financial data effectively is not just a skill; it's a necessity for driving investment success in the current climate. FactSet stands out as a premier employer in the financial services sector, known for its commitment to innovation and employee development. The company fosters a culture of continuous learning and provides robust training programs, making it an ideal place for aspiring professionals. With access to industry experts and a supportive environment, employees are encouraged to grow and excel in their careers. This commitment to employee development is a key reason why FactSet recruitment attracts top talent. This role is ideal for both freshers and candidates with up to 2 years of experience . Candidates must hold a university degree in Finance, Economics, or a related field , and be part of the 2023, 2024, 2025, or 2026 graduating classes. If you are passionate about financial analysis and investment analytics, this is your chance to make a significant impact in a leading firm. As a Senior Performance Specialist – Managed Services , you will gain invaluable skills such as process coordination , client relationship management , and reporting and communication workflows . These competencies are essential for anyone looking to advance in the financial services industry and will set you apart in your career journey. NexisGrow.com features this opportunity as part of its curated non-tech job listings. All details are sourced from the official job posting, ensuring that you have the most accurate and up-to-date information to apply online for this role. Job Role & Responsibilities The role of Senior Performance Specialist – Managed Services at FactSet is pivotal in delivering high-quality investment performance analysis to clients. This position requires a keen eye for detail and a strong analytical mindset to ensure that clients receive accurate and relevant financial insights. Analyze financial data to assess investment performance, ensuring accuracy and relevance for client reporting . Utilize advanced Excel functions and financial modeling techniques to create comprehensive performance reports that inform decision-making. Collaborate with cross-functional teams , including client services and product development , to enhance service delivery and client satisfaction. Monitor key performance indicators ( KPIs ) and metrics to provide actionable insights for portfolio management . Engage in continuous learning and professional development, taking ownership of personal growth and skill enhancement. Prepare detailed documentation and reports for internal and external stakeholders, ensuring clarity and transparency in communication. Identify opportunities for process improvement and innovation in performance measurement methodologies . Support the development of new tools and processes that enhance the efficiency and effectiveness of performance analysis. Participate in client meetings to present findings and recommendations, fostering strong relationships with stakeholders. This role is characterized by a strong ownership culture, where the impact of your contributions directly influences client satisfaction and the overall success of FactSet . Required Skills & Technical Competencies The ideal candidate for the Senior Performance Specialist – Managed Services position at FactSet should possess a robust skill profile that combines technical expertise with strong analytical capabilities. This blend is essential for delivering high-quality investment performance analysis. Technical Skills Financial Analysis — essential for interpreting complex data and making informed investment decisions. Investment Analytics — practical application in evaluating portfolio performance and risk assessment. Excel (Advanced) — proficiency in manipulating large datasets and creating predictive models is critical. Financial Modeling — used to forecast financial performance and assess investment opportunities. Performance Measurement Frameworks — familiarity with industry standards enhances analytical capabilities. Data Visualization Tools — ability to present data insights clearly and effectively to stakeholders. Soft Skills & Professional Competencies Strong Communication Skills — vital for articulating findings and collaborating with diverse teams. Attention to Detail — ensures accuracy in financial reporting and analysis. Critical Thinking — ability to analyze situations and make sound decisions based on data. Team Collaboration — working effectively with others to achieve common goals. Good to Have (Bonus) Certifications in Finance — such as CFA or similar qualifications can enhance your profile. Experience with Financial Software — familiarity with tools like Bloomberg or FactSet can be advantageous. Knowledge of Regulatory Standards — understanding compliance requirements in finance is a plus. To showcase these skills in your resume or interview for the Senior Performance Specialist – Managed Services role, highlight relevant coursework, internships, and any projects that demonstrate your analytical capabilities and proficiency in financial analysis. Eligibility Criteria This role is designed for recent graduates and early-career professionals eager to start their journey in financial analysis and investment performance. Candidates should meet the following eligibility criteria: Candidates must hold a university degree in Finance, Economics, or a related field . Eligible batches: 2023, 2024, 2025, and 2026 passouts. A minimum CGPA of 6.0 is preferred to reflect academic competence. This role is open to both freshers and candidates with up to 2 years of experience . Relevant internships, projects, or certifications in finance or analytics can significantly strengthen an application. Documentation & Portfolio Requirements Prepare a well-structured resume that highlights your academic achievements, relevant skills, and any hands-on experience. Include any certifications or projects that showcase your analytical capabilities. If applicable, provide links to your GitHub or portfolio demonstrating your work in financial analysis. Pro Tip: Tailor your application to highlight specific experiences related to financial analysis and performance measurement to improve your chances of success in securing an interview for the Senior Performance Specialist – Managed Services role at FactSet . Salary & Benefits 💰 Compensation Not Disclosed The compensation philosophy at FactSet emphasizes providing a competitive salary that reflects industry standards for the role of Senior Performance Specialist – Managed Services . While specific salary details are not disclosed, candidates can expect a comprehensive package that prioritizes employee well-being and professional growth. What Your CTC Could Include Health Insurance — comprehensive coverage for employee and family worth ₹5 lakh annually Retirement Benefits — contributions to a provident fund and pension scheme Performance Bonuses — annual bonuses based on individual and company performance Flexible Work Hours — options for hybrid work arrangements to support work-life balance Training Programs — investment in employee growth through workshops and certifications Additional Perks & Benefits Meal Allowances — daily allowances to cover meal expenses Transport Subsidies — financial support for commuting costs Employee Wellness Programs — initiatives aimed at promoting mental and physical health Mentorship Opportunities — access to experienced professionals for career guidance Annual Learning Budget — up to ₹25,000 per year for certifications, courses, and conferences Career Progression & Salary Growth At FactSet , regular performance reviews are conducted to assess employee contributions and identify opportunities for rapid career advancement . Typically, salary raises can range from 5% to 15% annually, depending on performance. The company supports internal mobility, allowing employees to explore different roles within the organization. NexisGrow.com tip: When discussing salary expectations, research industry standards and be prepared to articulate your value based on your skills and experiences. Selection Process FactSet follows a structured and transparent hiring process designed to identify the best candidates for the Senior Performance Specialist – Managed Services role. The selection process emphasizes both technical skills and cultural fit within the team. 1 Round 1: Initial Screening — Online application review focusing on qualifications and relevant experience. 2 Round 2: Technical Interview — Assessment of financial analysis skills and Excel proficiency through practical tasks. 3 Round 3: Behavioral Interview — Evaluation of cultural fit and communication skills , often conducted by team leads. 4 Final Stage: Offer Presentation — Presentation of the job offer followed by a background check to ensure candidates meet company standards. What Each Round Tests Round 1 focuses on your qualifications and relevant experience, ensuring you meet the basic requirements for the role. Round 2 assesses your technical skills, particularly in financial analysis and Excel . Round 3 evaluates your communication skills and how well you align with the company culture. Timeline & Expectations The entire selection process typically spans 4-6 weeks from application submission to final offer. Candidates can expect timely communication regarding their application status and next steps from FactSet . Interview Prep Tip: Familiarize yourself with common financial analysis scenarios and practice articulating your thought process clearly. How to Apply for Senior Performance Specialist – Managed Services at FactSet Apply Now — FactSet Step 1: Click the Apply button or visit the official career link provided to access the application portal. Step 2: Fill in your profile/resume, highlighting relevant skills and experiences that align with the job description. Step 3: Expect a confirmation email upon submission, detailing the next steps in the screening process. Step 4: Prepare for interviews by reviewing key financial concepts and practicing Excel tasks. Step 5: Track your application status through the portal for updates on your progress. Resume & Profile Tips for This Role Highlight Financial Analysis Skills — Emphasize your experience with financial modeling and analysis. Showcase Excel Proficiency — Include specific examples of how you have used Excel in past roles. Demonstrate Problem-Solving Abilities — Provide instances where you successfully resolved complex issues. Include Relevant Certifications — Mention any professional certifications related to finance or analysis. Applications are accepted on a rolling basis, so early submission is encouraged to enhance your chances. Apply Now — Official Link NexisGrow.com does not charge any fees for job applications. Frequently Asked Questions Interview · Role · Salary · Growth ? What are the eligibility criteria for the Senior Performance Specialist role at FactSet? Eligibility Tap to expand + Answer Candidates must hold a degree in Finance or Economics, with eligibility for batches 2023-2026. Both freshers and those with up to 2 years of experience are welcome. ? What is the interview process for Senior Performance Specialist at FactSet? Interview Tap to expand + Answer The interview process includes an initial screening, a technical interview focusing on financial analysis, and a behavioral interview to assess fit. ? What skills and tools will I need for this role? Skills Tap to expand + Answer Proficiency in financial analysis, investment analytics, and advanced Excel skills are essential. Familiarity with performance measurement frameworks is also beneficial. ? What is the salary and compensation for this role? Salary Tap to expand + Answer Salary details are not disclosed, but candidates can expect competitive compensation with opportunities for performance bonuses. ? Is this role work from home, hybrid, or onsite? Work Mode Tap to expand + Answer This role is primarily onsite in Mumbai, but flexible work arrangements may be available based on company policy. ? What is the career growth path after joining FactSet as a Senior Performance Specialist? Growth Tap to expand + Answer Career growth includes regular performance reviews, opportunities for promotions, and potential internal mobility within the organization. ? How should I prepare for the Senior Performance Specialist interview at FactSet? Preparation Tap to expand + Answer Focus on enhancing your financial analysis skills, practicing Excel functions, and preparing for behavioral questions related to teamwork and problem-solving. ? How do I apply and what documents are needed? Application Tap to expand + Answer To apply, visit the official career link and submit your resume, highlighting relevant skills and experiences tailored to the job description. ? Is there a probation period and what does it involve? Probation Tap to expand + Answer Yes, there is typically a probation period of 3-6 months, during which performance will be evaluated to ensure fit within the team. ? What is the work culture like at FactSet? Culture Tap to expand + Answer FactSet promotes a collaborative and inclusive work culture, emphasizing continuous learning, teamwork, and employee well-being. Ready to Apply? Don't Miss This Opportunity! Apply only via the official link. NexisGrow.com charges zero application fees. 👉 Apply Now — Official Link NexisGrow.com does not charge any application or registration fees. Beware of fraudulent offers. Naukri ki baat, NexisGrow ke saath • NexisGrow.com