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.

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.

Your Opportunity: Implementation Specialist – Cobalt

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.

Key Responsibilities:

- 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.

What We're Looking For :

- 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

- PMP, CAPM, or comparable project management certification a 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.

Why FactSet?

At FactSet, we treasure our people as our greatest asset and foster a culture that's our most significant competitive edge. Joining FactSet means becoming part of:

- Our Legacy: A firm with over 40 years of consecutive growth and recognition as a 2023 Glassdoor Best Place to Work.

- Your Well-being: Comprehensive support, including health, life, disability insurance, retirement savings plans, and more.

- Flexibility Fusion: Accommodations that nurture work-life harmony, tailored to your needs for success at work and beyond.

- Global Community: An inclusive and collaborative network dedicated to volunteerism, sustainability, and individuality-driven solutions.

- Development Pathways: Career progression plans with time allocated for learning and development.

- Executive-Endorsed Inclusivity: Employee-led Business Resource Groups that embody our DE&I strategy with full executive support.

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  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 characteristics protected by law.