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Client Solutions Internship - San Francisco, Summer 2027

FactSet
  • San Francisco, California
  • Autofill and Review
11 days ago

Job Description

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 creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions.

As a globally inclusive community unified by the FactSet spirit of going above and beyond for each other, we enable our people to bring their whole selves to work and to join in, be heard, contribute, and grow.

Your Impact:

The Client Solutions Internship Program introduces Interns to FactSet’s solutions, clients, industry, and various teams within our client-facing and sales organization. You will begin your internship with comprehensive training followed by a program that offers unique opportunities to share new ideas and foster creative thinking to add value to our clients. Our program will empower you to make your mark on a billion-dollar organization and help develop unique solutions for financial professionals.

What You’ll Do:

Throughout the program, Client Solutions Interns will:

  • Participate in account shadowing to learn more about different client facing teams, client types, and our service model
  • Add value to our clients by assisting account teams with day-to-day client projects, new user trainings, and strategic initiatives
  • Observe Global Sales and Client Solutions professionals to experience our expert phone and on-site consultation services firsthand
  • Learn about our versatile client base by engaging in a series of learning activities, mock demos, and client interactions
  • Engage in large-scale independent projects and present your findings to the senior management team at the end of the program

What We’re Looking For:

Client Solutions Interns have a strong interest in Finance and/or FinTech, client centric mindset, and desire to collaborate across teams to create unique and innovative solutions.

Other Experience:

              

  • Experience or desire to be client facing in a support role
  • Exceptional verbal and written communication skills
  • Strong analytical and problem-solving skills
  • Ability to build relationships and work on teams
  • Proven track record of learning and using new technology
  • Strong knowledge of Microsoft Office with Excel skills
  • Juniors in good academic standing (GPA 3.3 and above)
  • 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:

  • Opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, creative minds that value collaboration and welcome your new ideas to the table
  • Intensive training program that combines classroom sessions with hands-on assignments and equips you with necessary knowledge and skills to be successful in the program   
  • Ability to demonstrate individual achievement and develop versatile skillsets in an atmosphere radiating support and collaboration
  • Autonomy and trust needed to contribute to the success of our clients and have a direct impact on FactSet’s business
  • Opportunities to meet members of the executive and senior management teams by attending the global speaker series and regional events
  • Mentorship program that pairs you up with a member of the Global Sales and Client Solutions team, who will act as your mentor and help you build valuable connections from the onset
  • Student Ambassador Program that offers you an opportunity to help develop, grow, and maintain a relationship between FactSet and your school while staying engaged with FactSet and our products
  • A social community dedicated to volunteerism, intramural sports, and team-building events
  • Business resource groups designed to cultivate an inclusive environment for all.

The budgeted amount for this position is $26.00 per hour.

Learn more about our benefits here.

Company Overview:

FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications and industry-leading services for the investment and corporate communities. As a publicly traded company (NYSE:FDS | NASDAQ:FDS) recently added to the S&P 500 index, FactSet delivers superior content, analytics, and flexible technology to help more than 170,000 users see and seize opportunity sooner. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients.  FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.

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 

Numbers & Facts

LocationSan Francisco, California
IndustryComputer/IT Services
Company Size5,000 to 9,999 employees
Year Founded1978
Websitehttp://www.factset.com/

About Company

FactSet was founded in 1978 and has been publicly held since 1996. The Company is dual listed on the New York Stock Exchange and the NASDAQ Stock Market under the symbol “FDS.” Fiscal 2016 marked the Company’s 38th year of operation, its 36th consecutive year of revenue growth and its 20th consecutive year of earnings growth as a public company.

As of August 31, 2016, FactSet has a market capitalization of $7.12 billion, which is up 9.5% over last year. The Company currently has 43 office locations in 21 countries employing 8,093 individuals. In March 2016, FactSet was ranked #89 on Fortune’s “100 Best Companies to Work For”, marking the Company’s eighth appearance on the list in the last nine years. FactSet was also recognized as one of the UK’s “Best Workplaces” by the Great Place to Work® Institute UK for the eighth consecutive year, and included in the “2016 Best Places to Work in France” list for the fifth consecutive year. In addition, the Company was awarded the Best Research and Analytics tool at the 2016 Systems in the City Awards, and the Best Overall Provider, Best Research Provider, and Best Analytics Provider at the 2016 Inside Market Data Awards.

Since becoming a public company in 1996, FactSet has evolved from a US-centric software firm into a global company generating approximately a third of its revenues from clients outside the US. Through technological proficiency, a dedicated workforce, and an unwavering commitment to client service, the Company has driven revenue and earnings per share to new heights, as well as increased its international presence, and ultimately, its competitive edge.

Skills

  • Analysis Skillsunmatched
  • Communication Skillsunmatched
  • Content Delivery/Distributionunmatched
  • Customer Relationsunmatched
  • Financeunmatched
  • Financial Analysisunmatched
  • Financial Servicesunmatched
  • International Salesunmatched
  • Investment Managementunmatched
  • Investment Servicesunmatched
  • LinkedInunmatched
  • Mentoringunmatched
  • Microsoft Excelunmatched
  • Microsoft Officeunmatched
  • On Site Supportunmatched
  • Performance Analysisunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Product Demonstrationunmatched
  • Risk Analysisunmatched
  • Salesunmatched
  • Solution Salesunmatched
  • Sportsunmatched
  • Strategic Planningunmatched
  • Training Programunmatched
  • Volunteer Experienceunmatched
  • Wealth Managementunmatched
  • Writing Skillsunmatched

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