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.
About FactSet Sales Engineering
FactSet’s Sales Engineering team delivers enterprise-grade solutions for leading financial organizations by combining our expertise in content, analytics, technology, and services. Collaborating closely with Sales, Technology, and Product teams, we shape business outcomes and drive transformation for clients using FactSet’s proprietary platforms and global service network.
Role Overview
As a Real-Time Pre-Sales Engineer (Technical Solutions Architect), you will leverage FactSet’s real-time market data products to design and deliver innovative solutions for top-tier clients. You’ll manage the pre-sales lifecycle in partnership with Sales, Engineering, Product, and Support, engaging with both business and technology stakeholders to ensure requirements are met and FactSet’s solutions generate measurable impact.
What You'll Do
Serve as a client-facing expert for FactSet’s real-time market data stack, advising on enterprise-scale business needs and competitive solutions.
Conduct workflow and requirements analysis using FactSet’s Blueprinting methodology to identify pain points and recommend improvements in technology and processes.
Map current and target state architectures, preparing solution documentation, integration plans, and statements of work.
Collaborate with stakeholders to design transformative operating models for asset management, sell-side, wealth advisory, and retail business functions.
Produce high-quality technical deliverables, supporting both pre- and post-sales engagements.
Partner closely with internal teams to advance and secure significant real-time market data opportunities.
What We're Looking For
10+ years’ experience in financial services, fintech, or market data roles; minimum 5 years client-facing (sales engineering, pre-sales, consulting).
Deep understanding of financial workflows, market data products/vendors, and the competitive landscape.
Familiarity with competitor solutions (e.g., Bloomberg B-Pipe, ICE Data Services, LSEG Real-Time/RTDS), with insights into their respective value propositions is essential.
Strong stakeholder management and problem-solving skills; able to manage multiple projects in a dynamic environment.
Technical background with expertise in market data qualities of service, API integration, data models, and symbology.
Knowledge of reference data, global asset types, and data management services; awareness of industry metrics and commercial practices.
Degree in Information Systems, Computer Science, or related field preferred; business-level English required.
Willingness to travel.
Job location: New York
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 is $123,000 -$154,000
Please note: the salary range may differ in other locations or countries
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
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.