Introduction to FactSet Research Systems Inc.

FactSet Research Systems Inc. is a premier financial data and analytics provider headquartered in Norwalk, Connecticut. Founded in 1978, the company has grown into a global leader, serving over 6,000 clients including asset managers, investment banks, hedge funds, and corporations. With a market capitalization exceeding $15 billion and annual revenues of approximately $1.8 billion, FactSet delivers comprehensive data, analytics, and technology solutions that empower financial professionals to make informed decisions. The company’s platform integrates real-time data, quantitative tools, and workflow automation, making it indispensable for portfolio management, risk analysis, and research. FactSet’s reputation for accuracy, innovation, and client-centricity has earned it consistent recognition as a top workplace and industry innovator.

FactSet operates across 30+ global offices, employing over 10,000 professionals. Its client base spans buy-side and sell-side institutions, with solutions tailored for investment banking, wealth management, corporate finance, and consulting. The company’s commitment to data integrity and technological advancement positions it at the forefront of the financial information services industry. This Senior Financial Analyst role within Global Data Solutions is critical for enhancing data quality, developing analytical models, and supporting client onboarding, reflecting FactSet’s dedication to excellence.

Company History and Business Evolution

FactSet was founded in 1978 by Howard Wille and Charles Snyder as a provider of financial data to investment managers. Initially, the company leveraged mainframe computers to deliver database services, a pioneering move in an era of analog information. In the 1980s, FactSet expanded its product line to include analytics and portfolio reporting, gaining traction with institutional investors. The 1990s saw aggressive growth fueled by acquisitions, such as the purchase of Mergerstat and BARRA, which enhanced its analytical capabilities. The launch of the FactSet Web platform in 1996 marked a shift toward online delivery, setting the stage for global reach.

The 2000s brought further diversification: acquisition of Reuters’ data management business, expansion into Asia, and introduction of the FactSet Workstation with integrated Excel add-ins. By 2010, FactSet had over 2,000 clients and revenues exceeding $800 million. The company’s evolution continued with investments in artificial intelligence, machine learning, and alternative data. In 2018, FactSet acquired BISAM Technologies for performance attribution, and in 2021, it purchased CUSIP Global Services to bolster its identifier capabilities. Recent innovations include the Open FactSet Marketplace and advanced ESG analytics. This trajectory demonstrates FactSet’s adaptability and strategic vision, making it a trusted partner in financial technology.

FactSet Research Systems Inc. at a Glance

• Headquarters: Norwalk, Connecticut, USA
• Founded: 1978
• CEO: Phil Snow (as of 2025)
• Revenue: $1.8 billion (fiscal 2024)
• Employees: 10,000+ globally
• Stock Symbol: FDS (NYSE)
• Industry: Financial Data & Analytics
• Key Products: FactSet Workstation, Maestro, Portfolio Analytics, Risk & Performance
• Major Clients: BlackRock, JPMorgan, Goldman Sachs, Vanguard
• Global Presence: 30+ offices across Americas, EMEA, APAC
• Annual R&D Spend: Over $300 million
• Client Retention Rate: >95%
• Certifications: ISO 27001, SOC 2 Type II
• Awards: Forbes World’s Best Employers, Best Places to Work in IT
• Key Acquisitions: BISAM, CUSIP, Portware, StreetAccount
• Data Coverage: 250+ million securities, 300+ data sources
• Languages Supported: English, French, German, Japanese, Chinese
• Target Market: Asset managers, hedge funds, investment banks, corporations
• Core Value: Client-first innovation
• ESG Commitment: Net-zero by 2040

Mission, Vision, and Core Corporate Values

FactSet’s mission is to empower financial professionals with data and analytics that drive better investment decisions. The vision is to be the most trusted partner in the financial information ecosystem, enabling clients to navigate complexity with clarity. Core values include integrity (data accuracy and transparency), innovation (continuous improvement through technology), collaboration (internal and external partnerships), and client commitment (delivering measurable outcomes). These principles guide daily operations and long-term strategy, fostering a culture of accountability and excellence.

The company’s code of conduct emphasizes ethical data handling and diversity. FactSet’s corporate social responsibility initiatives focus on financial literacy, environmental sustainability, and inclusive hiring. Employees participate in volunteer programs and matched charitable giving. The values are embedded in performance reviews, leadership development, and product design, ensuring alignment across all functions.

Business Strategy and Future Roadmap

FactSet’s strategy centers on three pillars: data depth, analytical innovation, and workflow integration. The company invests heavily in expanding its alternative data sets (e.g., satellite imagery, credit card transactions) and natural language processing for sentiment analysis. Cloud-native architecture ensures scalability and real-time updates. Partnerships with fintech firms and academic institutions fuel R&D in AI-driven modeling.

Future initiatives include deeper ESG analytics, blockchain-based data verification, and expansion into wealth management with tailored solutions. FactSet aims to capture market share in Asia-Pacific through localized platforms. The company also plans to enhance its open ecosystem, allowing third-party developers to build on its APIs. With a focus on recurring revenue and client stickiness, FactSet targets annual revenue growth of 5-7% and margin expansion through automation.

Products, Technologies, and Services

FactSet offers a suite of integrated products: the flagship FactSet Workstation provides real-time data, charting, and screening; Maestro delivers enterprise-wide portfolio management; Risk & Performance analytics utilize Monte Carlo simulations and factor models. Data feeds cover equities, fixed income, derivatives, currencies, and commodities. The platform supports Excel, Python, and R integration for custom analysis.

Technological strengths include proprietary analytics engines, machine learning algorithms for pattern recognition, and a cloud-first infrastructure. FactSet’s Content and Technology Solutions (CTS) team builds custom data pipelines and APIs. The Open FactSet Marketplace connects clients with third-party apps for compliance, reporting, and research. Recent launches include AI-powered earnings call summaries and automated report generation.

Industries and Markets Served

FactSet serves a diverse clientele across financial services. Asset managers use its tools for portfolio construction and performance attribution. Investment banks leverage data for M&A modeling and IPO pricing. Hedge funds rely on alternative data for alpha generation. Corporate finance departments utilize FactSet for valuation and benchmarking. Additionally, insurance companies, pension funds, and sovereign wealth funds are key segments.

Geographically, North America represents about 60% of revenue, followed by Europe (25%) and Asia-Pacific (15%). The company targets mid-sized firms as growth areas, offering scaled-down versions of its platform. FactSet also partners with universities for research and talent pipeline development.

Leadership and Management Philosophy

CEO Phil Snow leads with a focus on transparency and employee empowerment. The executive team comprises veterans from financial technology, including CFO Helen Shan and COO R. Scott Eng. Management philosophy emphasizes data-driven decision-making, cross-functional collaboration, and continuous learning. FactSet’s leadership development programs mentor high-potential employees through rotational assignments and executive coaching. The company’s flat hierarchy encourages open communication, and quarterly town halls provide direct access to top executives.

Corporate Events, Conferences, and Community Engagement

FactSet hosts annual events: the FactSet Client Conference (keynotes, workshops), the FactSet Developer Summit, and regional user groups. The company sponsors industry events like the CFA Institute Annual Conference and Fintech Week. Community engagement includes partnerships with Junior Achievement, financial literacy programs, and annual charity drives. Employees volunteer over 50,000 hours annually.

Employees and Workplace Culture

FactSet fosters a culture of respect, wellness, and professional growth. Benefits include hybrid work options, generous paid leave, 401(k) matching, tuition reimbursement, and mental health resources. Employee resource groups support diversity (Women@FactSet, Pride, Veterans). The company has been recognized by Fortune as a Best Place to Work for Millennials and by Great Place to Work Institute. Training programs include a dedicated Learning & Development team offering certification paths in data science, finance, and leadership.

Job Details & Requirements for this Posting

Position: Senior Financial Analyst, Global Data Solutions – Finance Team

Location: Norwalk, CT (hybrid) or remote within US

Salary Range: $95,000 – $130,000 + bonus + benefits

Job Type: Full-time

Responsibilities

• Analyze financial data sets to ensure accuracy, consistency, and timeliness
• Develop and maintain quantitative models for asset valuation and risk assessment
• Collaborate with product teams to enhance data visualization and reporting
• Support client onboarding and provide technical assistance for data integration
• Conduct market research and competitive analysis to identify data gaps
• Automate data quality checks using Python or SQL
• Present findings to internal stakeholders and clients
• Mentor junior analysts and contribute to team knowledge sharing

Qualifications

• Bachelor’s degree in Finance, Economics, Statistics, or related field (Master’s preferred)
• 3-5 years of experience in financial analysis, data management, or investment research
• Proficiency in Excel, SQL, and programming languages (Python, R) for data manipulation
• Strong understanding of financial statements, valuation methods, and portfolio theory
• Excellent communication skills and ability to translate data into actionable insights
• Experience with FactSet or comparable platforms (Bloomberg, Refinitiv) is a plus
• CFA or CAIA charter (or progress toward) preferred

Why Join FactSet?

FactSet offers a dynamic environment where you can shape financial data used by thousands of investment professionals. You will work at the intersection of finance and technology, with access to vast datasets and advanced tools. The company invests in employee growth through certifications, conferences, and clear career progression. Competitive compensation includes performance bonuses, stock options (RSUs), and comprehensive benefits. Moreover, FactSet’s collaborative culture values diverse perspectives and encourages innovation. This role provides visibility across product, client, and engineering teams, offering a launchpad for leadership roles.

Customer Reviews and Industry Reputation

FactSet’s reputation is built on consistent client satisfaction and industry recognition. Below is a comprehensive analysis of reviews and ratings from major platforms.

Glassdoor

On Glassdoor, FactSet has a 4.2/5 rating based on over 2,500 reviews. Employees praise the collaborative culture, opportunities for advancement, and work-life balance. Common positives include supportive management, strong training programs, and global exposure. Some concerns include bureaucracy in large departments and occasional workload spikes. The CEO approval rating is 85%, well above industry average. Reviews highlight the company’s commitment to innovation and employee well-being, making it a top-tier employer in financial technology.

Indeed

Indeed rates FactSet 4.0/5 with 1,200+ reviews. Top pros cited are comprehensive benefits, job security, and intellectual challenge. Employees value the on-the-job learning and exposure to cutting-edge analytics. Negatives include limited remote flexibility in some teams and inconsistent promotion timelines. Overall, 78% of reviewers recommend FactSet to friends, reflecting strong employee advocacy.

Gartner Peer Insights

FactSet scores 4.3/5 on Gartner Peer Insights for its data and analytics platforms. Clients applaud the depth of data coverage, accuracy, and responsiveness of support teams. Specific praise for the Workstation’s intuitive interface and robust risk models. Some critiques revolve around pricing for smaller firms and learning curve for advanced features. FactSet consistently ranks as a Leader in Gartner’s Magic Quadrant for Financial Analytics.

Trustpilot

On Trustpilot, FactSet has a 4.1/5 rating with over 500 reviews (primarily from users). Positive feedback centers on data reliability, customization options, and customer support. Negative reviews occasionally mention integration difficulties with legacy systems. FactSet actively responds to reviews, demonstrating client-centric approach.

G2

G2 rates FactSet 4.4/5 in the Financial Analytics category. Users highlight the platform’s real-time data streaming, comprehensive reports, and API flexibility. Strengths: depth of alternative data; weaknesses: mobile app functionality. FactSet is often compared favorably to Bloomberg for value and to Refinitiv for ease of use.

Google Reviews

Google Reviews shows a 4.3 average from employees and clients. Employees highlight culture and perks; clients appreciate data quality. A few complaints about response times during peak periods. Overall, the brand is viewed as credible and innovative.

LinkedIn Reputation

FactSet’s LinkedIn page has over 500,000 followers, with strong engagement on posts about industry insights and career stories. Employees often share positive experiences, and the company ranks high in LinkedIn’s Top Companies lists for professional growth. The brand is respected for thought leadership in ESG and data analytics.

In summary, FactSet enjoys a strong reputation across all major review platforms, with above-average scores for employee satisfaction and client value. The company uses feedback to continuously improve products and workplace practices, solidifying its industry leadership.

Why Organizations Choose FactSet

Organizations select FactSet for its unmatched data accuracy, breadth of coverage, and integrated workflow solutions. The platform reduces manual processes, enabling faster, more informed decisions. FactSet’s client support model offers dedicated account teams and 24/7 assistance. Clients also benefit from regular updates and a vibrant ecosystem of partners. Cost efficiency compared to competitors, combined with high satisfaction rates, makes FactSet a preferred partner for financial institutions seeking a competitive edge. Additionally, FactSet’s commitment to data security and compliance (SOC 2, ISO 27001) reassures risk-averse firms.

Official Contact Information

For inquiries and assistance, please reach out to FactSet Research Systems Inc. using the following contact details:

45 Glover Avenue, Norwalk, CT 06850, USA
Phone: +1 (203) 810-1000
Support: +1 (877) 322-8738
Helpdesk: +1 (203) 810-4000
Website: www.factset.com

Official Social Media Presence

Follow FactSet for updates and insights:
LinkedIn: linkedin.com/company/factset
Twitter: @FactSet
Facebook: facebook.com/FactSet
YouTube: youtube.com/user/FactSetResearch

SEO FAQ Section

FactSet Research Systems Inc. provides financial data, analytics, and technology solutions to investment professionals, including asset managers, hedge funds, and investment banks. Its platform offers real-time market data, portfolio analytics, risk management, and reporting tools.

FactSet Research Systems Inc. is headquartered at 45 Glover Avenue, Norwalk, Connecticut, 06850, USA. The company also operates 30+ offices globally.

The CEO of FactSet Research Systems Inc. is Philip Snow, who has led the company since 2015. He previously served as CFO and has been instrumental in driving digital transformation.

Yes, FactSet Research Systems Inc. is publicly traded on the New York Stock Exchange under the ticker symbol FDS. It is included in the S&P 500 index.

FactSet offers the FactSet Workstation, Maestro portfolio platform, risk and performance analytics, data feeds, and APIs. It also provides ESG analytics, alternative data, and content solutions.

FactSet employs over 10,000 people worldwide. The workforce includes data scientists, engineers, financial analysts, and client support professionals.

FactSet reported annual revenue of approximately $1.8 billion in fiscal 2024, with steady growth driven by subscription-based services and client expansions.

FactSet serves the financial services industry, including asset management, investment banking, private equity, hedge funds, insurance, corporate finance, and wealth management.

FactSet is often considered a cost-effective alternative to Bloomberg, offering competitive data breadth and stronger analytics for portfolio management. Many firms use both platforms for different workflows.

Yes, FactSet has robust internship and entry-level programs for graduates in finance, data science, and technology. The company invests heavily in training and career development.

FactSet promotes a collaborative, innovative culture with a focus on work-life balance. Benefits include hybrid work, wellness programs, and employee resource groups. It ranks highly on Glassdoor and Fortune’s Best Places to Work.

Job openings are posted on FactSet’s careers page at factset.com/careers. Applicants can submit resumes directly and track their application status.

The typical salary for a Senior Financial Analyst at FactSet ranges from $95,000 to $130,000 per year, plus bonus, stock options, and benefits. Compensation varies by experience and location.

FactSet supports hybrid and remote work options for many roles, including this Senior Financial Analyst position. Specific arrangements depend on team and management approval.

FactSet holds ISO 27001 and SOC 2 Type II certifications, ensuring high standards for data security, confidentiality, and privacy across its platform.

Yes, FactSet provides comprehensive ESG analytics, including environmental scores, social impact metrics, and governance ratings, sourced from multiple providers and its own models.

FactSet’s development teams use Python, SQL, R, C++, and Java. Analysts often use Excel, VBA, and scripting languages for automation.

Clients can contact FactSet support via phone at +1 (877) 322-8738, email through the client portal, or by chatting with the in-platform assistant. 24/7 support is available.

FactSet’s main competitors include Bloomberg, Refinitiv (now part of London Stock Exchange Group), S&P Global Market Intelligence, MSCI, and Morningstar. Each has strengths in different areas.

Yes, FactSet offers free trials and personalized demos for qualified professionals. Interested individuals can request a demo through the official website.

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