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.
The Institutional Buyside business unit at FactSet is dedicated to delivering innovative tools for portfolio management, quantitative research, risk analysis, performance & attribution, and execution management. We serve the world’s largest asset managers, asset owners, and insurance companies, helping them navigate the complexities of the investment lifecycle with confidence.
This role sits at the intersection of client workflows, regulatory and industry standards, and scalable technology. You will be responsible for ensuring FPS delivers a cohesive, competitive, and future-ready performance platform that supports both core performance workflows and GIPS-compliant reporting and governance.
You will partner closely with Product, Engineering, Sales, Portfolio Services, Professional Services, and Support to define and execute a unified FPS roadmap that treats GIPS not as a standalone product, but as a first-class, integrated capability within the broader performance ecosystem.
Responsibilities
As the Senior Product Manager – Performance Solutions, you will oversee the full lifecycle of FactSet’s performance product suite, from discovery and strategy to execution and launch. This involves working across Product, Sales, Managed Services, Professional Services, and Support teams to prioritize enhancements and ensure we consistently meet and exceed client expectations.
Your Primary Responsibilities Include
Product Insights
- Develop deep expertise in institutional performance workflows, including performance calculation, attribution, reporting, and GIPS compliance.
- Understand end-market dynamics, regulatory drivers, client operating models, and competitive offerings across both performance and GIPS solutions.
- Proactively validate market opportunities through client engagement, data analysis, and feedback to ensure solutions are valuable, viable, usable, and scalable.
- Define and track success metrics including product adoption, engagement, retention, ASV, and support cost efficiency.
Product Strategy
- Contribute to the product vision and roadmap for FPS, inclusive of GIPS capabilities, in alignment with FactSet’s broader Performance and Analytics strategies.
- Partner with Senior Principal and Principal Product leadership to ensure FPS and GIPS priorities are aligned with firm-type strategies and long-term platform direction.
- Define how GIPS capabilities integrate across FPS components such as calculation, data management, reporting, and governance workflows.
- Act as a product evangelist, clearly communicating strategy, trade-offs, and priorities across stakeholders.
- Partner with Sales and Marketing on market validation, positioning, and growth opportunities related to FPS and GIPS.
Product Execution
- Lead cross-functional teams to deliver on product vision, goals, and roadmap commitments.
- Plan releases, prioritize initiatives, and clearly define scope, user needs, and success criteria.
- Translate complex performance and GIPS requirements into actionable product requirements and acceptance criteria for engineering teams.
- Collaborate with UX Design to ensure workflows are intuitive, compliant, and scalable for sophisticated institutional users.
- Partner with Product Marketing and Sales Enablement on go-to-market messaging, client education, and adoption strategies.
- Set realistic launch goals, monitor outcomes, iterate quickly, and continuously refine based on client and market feedback.
Operational Ownership
- Serve as a subject matter expert for FPS and GIPS, supporting client conversations, escalations, and strategic engagements.
- Monitor post-launch product health, including support escalations, usability issues, and operational efficiency.
- Identify opportunities to reduce complexity, improve client experience, and lower long-term support costs through better product design.
As part of this role, you will also monitor the ongoing performance of products post-launch, ensuring they continue to meet client needs. This includes addressing support escalations, troubleshooting, and identifying opportunities to improve usability and reduce support costs.
Qualifications
We’re looking for a driven individual with the skills, experience, and mindset to lead FactSet’s Performance Solutions to the next level.
Key Qualifications Include
- Bachelor’s degree in STEM, finance, economics, or a related field, or equivalent professional experience.
- 7–10 years of relevant experience, ideally in product management, performance solutions, or a related field.
- A product-first mindset, with a strong focus on understanding client problems, defining clear goals, and experimenting to find the best solutions.
- Proven ability to lead and inspire cross-functional teams, with the ability to influence stakeholders across engineering, design, and sales without direct authority.
- Strong decision-making skills, including the ability to balance competing priorities and confidently say no to misaligned demands.
COMPETENCIES
- Insights: Demonstrates sharp analytical thinking and pragmatism in evaluating data and research. Regularly engages with users to gather insights and translate them into actionable product strategies.
- Strategy: Aligns product priorities with FactSet’s corporate and departmental goals, ensuring resources are focused on the most impactful initiatives. Actively communicates and promotes the strategy within the organization.
- Execution: Excels at managing multiple projects simultaneously, delivering high-quality outcomes while maintaining a focus on efficiency and value.
- Leadership & Inclusion: An outstanding communicator who inspires trust and credibility. Acts as a subject matter expert and fosters collaboration across diverse teams.
WHY JOIN US?
This role is a unique opportunity to make a lasting impact at FactSet, driving the evolution of a critical product suite that serves some of the most sophisticated financial professionals in the world. You’ll be at the forefront of product innovation, working closely with talented colleagues and clients to deliver solutions that address the real-world challenges of performance management and attribution.
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 New York City, California Colorado and Canada is $120,000 - $150,000
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
