Leads complex client implementations for FactSet’s portfolio analytics, performance, and risk solutions. Responsibilities include scoping engagements, creating project plans and workflow specifications, providing product and technical guidance, supporting integrations, enhancing deployments, training users, identifying expansion opportunities, partnering with Product Development and Engineering, and transitioning clients to support.

Build trusted relationships with financial-industry data and technology leaders, provide tailored FactSet data solutions, drive adoption of APIs, datafeeds, and cloud services, lead product trainings and business reviews, gather client feedback, and advocate for customer needs. The role includes a six-month foundational training program and requires strong finance or FinTech interest, communication, analytical, relationship-building, and technology-learning skills.

The Client Solutions Intern supports client-facing and sales teams through account shadowing, client projects, user training, strategic initiatives, mock demonstrations, and client interactions. The role includes comprehensive training, exposure to financial technology solutions, independent project work, and presenting findings to senior management. Successful candidates demonstrate interest in finance or fintech, strong communication and analytical skills, teamwork, relationship-building ability, technology learning aptitude, and Excel proficiency.