FactSet creates versatile, 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.

The Principal Implementation

Specialist will help lead implementation efforts for a business line or product.

The Principal Implementation

Specialist will partner with the regional Implementation manager to derive and execute on best practices for engagements within their mandate. Clients look to the Implementations team to develop and implement solutions that solve their most complex problems. Our clients see the Implementations team as a key partner when complex changes occur at their firm.

These changes can include large-scale deployments of FactSet software, organizational changes, and enhancing custom processes. As we increase the breadth of our product mix, the strength and agility of our Implementations team will become even more instrumental to the success of the business. FactSet's Implementations team has the opportunity to work across the portfolio lifecycle.

This role will work primarily with tools that are a part of our performance suite of products as well as our core analytics and risk tools.

Principal Implementation

Specialists are part of a fast growing team comprised of subject matter experts, combining product and industry knowledge to help ensure customer success during implementations.

Principal Implementation

Specialists are expected to be experts in the core Portfolio Analytics suite, Performance solutions as well as our Risk offering.



As an Principal Implementation Specialist you will work with a Implementations project team to lead successful client implementations. Produce client-facing communication in coordination with the implementation project manager Build and manage implementation scope and effort estimates.

Collaborate on building project plans Providing product (functional and technical) guidance on the solutioning of processes based on customer needs Create user workflow specifications and establish priority and direction to technical integration staff on client requirements Develop a comprehensive understanding of the technical aspects of the Analytics suite Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities Identify growth strategies by outlining client organizational structures and uncovering additional opportunity during the implementation process Provide user training and support the development of training programs Facilitate transition from implementation phase to support Bachelor's degree required Understanding of how clients use FactSet Analytics and Performance Solutions products to include PA (Portfolio Analysis), SPAR (our returns-based Style, Performance, and Risk tool), Portfolio Vault & Insight and Analytics APIs. Excellent technical background Proven technical proficiency particularly with writing complex screening codes CFA, CIPM, CAPM, FRM, MBA,



or other industry certifications preferred Willingness to travel Boston, Chicago, Los Angeles, New York, Norwalk, San Francisco, Toronto, CAD At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. 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.

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 range for this position in Toronto is $150,000 - $195,000 CAD. 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. 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.

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📌 Principal Implementation Specialist (Toronto)
🏢 FactSet
📍 Toronto