Implementation Specialist
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. FactSet delivers innovative research and analytics that empower financial professionals to make informed decisions. Through our integration of premier data providers, we deliver actionable insights to the global financial community. Your Team's Impact As part of our ongoing commitment to provide industry-leading data and workflow solutions—including a growing private markets footprint—FactSet acquired Cobalt Software Inc. (“Cobalt”), a recognized leader in portfolio monitoring for private capital markets. Cobalt GP Portfolio Monitoring stands at the forefront of private capital technology, enabling efficient collection, analysis, and reporting of fund and portfolio company metrics. Our intuitive, customizable platform helps private capital clients meet evolving stakeholder demands, enhance reporting, and gain competitive edge, tailoring solutions to each firm’s investment style and scale. Job Description Join the Cobalt Implementation Team to drive mission-critical onboarding for private capital clients. As an Implementation Specialist, you’ll lead the project delivery process—ensuring clients unlock the full potential of their Cobalt subscription. This role blends client-facing project management, technical workflow expertise, and cross-functional teamwork in a fast-evolving market segment. What You'll Do
- -Serve as the lead project manager on client implementations, aligning stakeholders on objectives, timelines, and deliverables.
- -Own the end-to-end implementation process, assuring timely, within-scope delivery tailored to client needs.
- Configure data and workflows within Cobalt to best-in-class standards, delivering value from day one.
- Collaborate closely with Customer Success, Product Development, and FactSet global teams for seamless execution.
- Identify risks, communicate proactively, and escalate challenges as needed for project success.
- Continuously refine processes for efficiency and scalability, driving exceptional client experiences.
- Stay current with new Cobalt features, client workflows, and market trends to anticipate evolving client needs.
- Bachelor’s degree in Finance, IT, Accounting, Business Administration, or a related discipline
- 5+ years of project management experience; experience with private equity, private markets, or financial software a strong plus
- Strong organizational skills—able to manage multiple projects concurrently and prioritize effectively
- Outstanding communication and stakeholder management; confident delivering updates and solutions to both technical and business audiences
- Analytical, solutions-driven mindset with an eye for execution and continuous improvement
- Advanced PC skills: Microsoft Office proficiency and ability to manage large datasets (Excel pivots, V-Lookups, add-ins)
- Proficiency in French is a significant advantage.
- PMP, CAPM, or comparable project management certification a plus
- Portfolio Analysis experience would be beneficial
- Contributing to a firm with over 40 years of consecutive growth, named a 2023 Best Place to Work by Glassdoor and led by a top-rated CEO Talent Champion .
- 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 companywide 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 , sustainability , and inclusivity , where collaboration is always encouraged, and individuality drives solutions.
- Career progression plans with dedicated time each month for learning and development.
- Employee-led Business Resource Groups that align with our DE&I strategy and are wholly supported by Executive Management.