FactSet Overview

Over the last 15 years, the online information industry has enjoyed supercharged growth. FactSet has established itself as the market leader and continues to find new ways to deliver financial information. FactSet is consistently recognized by BusinessWeek, Forbes, FORTUNE, and other business analysts as a fast and steadily growing company.

Our Business

FactSet offers clients an extensive data library wrapped in functionality. Without the tools and applications we develop, clients just have raw data. We make it easy for clients to convert this raw data into powerful information.

Our mission is to provide our clients with everything they need to do their jobs effectively. From downloading data on thousands of companies into a spreadsheet model to customizing returns analysis on portfolio holdings data, we help our clients become more productive at their jobs.

Our Clients

We have over 40,000 users at more than 2,000 client sites, including most of the world's premier financial institutions. Our clients — money managers, research analysts, portfolio managers, and investment bankers — access FactSet's information 24 hours a day, 7 days a week.

Our client retention rate has remained an astounding 90% for more than 15 years, a testament to the high degree of service and quality for which we’ve become known.

Users rely on FactSet's custom software to search thousands of financial databases, download data into spreadsheets, create customized reports and charts, read the latest financial news, and more. They can research companies and industries, access portfolio holdings, track market trends, screen for companies with similar characteristics, and gather data for reports and presentations.

FactSetters are an energetic, passionate bunch, and that spirit goes beyond the office.

In all the cities you find FactSetters, you'll find us volunteering our time and skills, running races for good causes or just because, and giving back to those who are in need. Our company's culture attracts and nurtures employees who want to help out and kick back.

Join us and you'll be surrounded by opportunities to get involved, from sports and Scrabble to food drives and fundraisers.

Whether it's for charity or just for fun, Team FactSet is ready!

Around the world, all-stars and beginners alike join FactSet sports teams to relax and socialize. Win or lose, teams have a great time on and off the field playing softball, volleyball, soccer, basketball, kickball, and more.

We love to sweat for a cause, and we participate in dozens of walkathons and races, like Relay For Life, AIDS Walk New York, and the JPMorgan Chase Corporate Challenge.

Charity Work

FactSet employees around the world are active in giving back to our communities. The company encourages the contributions FactSetters make to charitable organizations in the communities where they live and work through time and money.

Volunteer Projects

FactSet’s volunteers lead the way in giving back to the community. Every year, FactSetters take initiative to build teams of volunteers for projects like HomeFront, NY Cares Day, Norwalk Mentor Program, and the Family & Children's Agency holiday gift collection.

Matching Gifts

For amounts of $50 or more, with an annual limit of $1,000 per employee, FactSet matches, dollar-for-dollar, contributions FactSetters make to organizations and projects. Our employees have donated thousands of dollars to countless charities, including hurricane and tsunami relief efforts, One Laptop Per Child, Fund for Women & Girls, Family & Children's Agency, and the American Cancer Society.

Corporate Events

FactSet teams work hard, but we also know how to celebrate. Every year, we have several events that are just for fun.

Summer Picnics and Outings

FactSet offices around the world enjoy the summer weather with a barbeque, floaty castles for the kids, music, swimming, and other hot weather fun. Some offices are more adventurous, like the annual Paris office Regatta or UK bowling outing.

Holiday Parties

From California to Hong Kong, FactSetters get into the holiday spirit in December. From elegant dinner and dancing in Chicago to a nighttime visit to a medieval German sheep farm, we celebrate our year's successes.

Old Timers vs. Young Timers Softball

Forget the MLB playoffs. October at FactSet is when newbie engineers take on the seasoned veterans in a highly competitive softball match. The first game is just for fun, but the second is for all the glory!

FactSet Trick-or-Treat

FactSetters of the future, the children of employees, converge on our corporate campus every Halloween in costumes and looking for candy. Those who dare enter the haunted hallway, and groups travel desk to desk in search of treats.

While the benefits may vary from location to location, these are the basics* for eligible full-time, U.S. employees:

Special Extras

• Free working lunch in the office
• Sodas, juices, sports drinks, hot beverages, and snacks all day
• Certification reimbursement for eligible expenses related to the CFA exams
• Financial assistance for fully-accredited, eligible academic coursework
• Locations accessible by mass transit

Comprehensive Insurance Coverage

• Comprehensive medical, dental, and vision care for employees, their domestic partners, and dependents at minimal or no cost to our employees
• Short-term disability insurance at no cost
• Optional long-term disability insurance
• Group life insurance at no cost
• Optional additional group/dependent life insurance
• Accidental death and dismemberment insurance at no cost
• Business travel insurance at no cost

Time Off

• Three weeks of vacation time in the first year for full-time employees
• One additional day of vacation each subsequent year, up to 25 total days
• Five sick/personal days every year in addition to nine paid holidays

Family and Health Benefits

• Six weeks disability, plus six weeks paid maternity leave, with an additional four weeks of unpaid leave
• Six weeks paid leave, with an additional four weeks of unpaid leave, for new adoptive parents who are the primary care provider
• One week paid leave for new parents who are not the primary care provider
• Confidential counseling services for employees and their dependents at no cost
• Discounts on maternity and child safety products
• Wellness Program providing discounts on gym memberships, Weight Watchers memberships, and nutritional counseling

Bonuses and Savings Plans

• Flexible spending accounts – includes health spending account and dependent care account through pre-tax payroll deductions
• 401K with company match – invest up to 60% of your earnings (up to certain federal maximum amounts) through pre-tax payroll deductions, and FactSet will match dollar for dollar for up to 4% of employees' annual earnings, capped at the IRS annual maximum
• Employee stock purchase program – share in FactSet's success by choosing to purchase FactSet stock through payroll deductions. Employees pay only 85% of market value of the stock, based on the lower value of the opening or closing price of the quarter.
• CFA certification awards – bonuses of $2,500-$10,000 for passing levels of the CFA exam
• Employee referral bonuses – earn $2,500 for helping FactSet recruit top talent
• TransitChek pre-tax program for regional transit services
• Gift Matching Program – FactSet matches contributions of up to $1,000 per year from eligible employees to non-profit organizations

*Benefits vary depending on location and are subject to change without notice. Please check with Human Resources at your specific location for more information. The items listed above do not consitute a contract.

With our strong focus on technology, FactSet engineers are a vital part of the company's success. To help our engineers reach their full potential, we invest a great deal into our employees' training and adjustment to life at FactSet.

We begin our community in our comprehensive training program, which combines classroom lectures with hands-on programming. Training introduces engineers to the architecture of our system and the products we build. Following training, new engineers are paired with mentors, who can provide guidance on the company, department, and local area.

Learn more about the engineers we hire and the teams that hire them:

Software Engineers

FactSet Software Engineers are creative, talented professionals. They work closely with other departments to ensure that FactSet's products and technologies are responsive to the changing needs of the investment community. Software Engineers design and implement applications using various technologies to be integrated within the FactSet product suite and deployed to investment professionals worldwide. A Software Engineer is typically responsible for all phases of development — from architectural implementation to interface design — closely working with product managers and the sales team.

Responsibilities may include:

• Real-time data processing and text search technologies

• Large-scale software design

• Operating systems

• Information retrieval

• High-performance distributed systems

• Application and database development and design

• Internal training and college recruiting

Information Systems Engineers

Information Systems Engineers design and support internal software systems to serve the operational and strategic needs of our rapidly growing business. Many internal workflows are managed and maintained through the use of systems developed by the department. Information Systems projects include order processing and customer relationship applications supporting FactSet's Sales force, maintaining customer visit information and help desk incidents for Consulting, and back office applications including all accounting and financial reporting systems.

Responsibilities may include:

• Designing and developing software applications to address key business needs

• Analyzing business problems to develop software solutions

• Web application design and development (HTML, XML, VBscript, ASP.Net, IIS, PHP, Perl, Apache)

• Object oriented design

• Relational database design and development (SQL Server, T-SQL, MySQL, Oracle)

Systems Engineers

Systems Engineers are responsible for research, design, implementation, and support of multiple technologies in a high availability production environment. These groups interact with clients, internal departments, and external vendors to evaluate, test, and deploy technology solutions. Systems Engineers are dedicated to quality operational support and proactively monitor system performance, health, and capacity trends while responding immediately to any faults. These engineers have flexible scheduling and share on-call responsibilities, as system upgrades and maintenance are frequently performed outside of normal business hours. Systems Engineering includes Network, Server, Desktop, and Security teams.

Responsibilities may include:

• Network Engineers research, design, implement, and maintain wide area network connections, spanning 28 countries, between FactSet facilities and our clients. They also contribute to evolving a global corporate campus. Technologies include network routing, switching, wireless, ATM, Frame, MPLS, MetroEthernet, SONET, Voice-over-IP and elegant call center design, advanced compute grids, and high-speed data distribution architectures.

• Server Engineers design, implement, and manage systems running Solaris, Linux, VMS, and Windows high availability production environment. These systems range from single CPU to enterprise-class 32+ processor machines and use cutting-edge technology such as SAN, NAS, clustering, grids, and virtualization to provide stable, high-performance platforms for application services.

• Desktop Engineers design, deploy, and maintain systems and technologies to provide stability and enhance productivity of FactSet employees. Responsibilities include managing systems and tools in areas like the Windows domain environment, laptops and desktops, monitoring and reporting, video-conference room infrastructure, and client training infrastructure, which uses thin client and terminal server technologies to support training both inside and outside the corporate network.

• Security Engineers maintain defensive measures to protect FactSet's and its clients' interests with a technological focus on intrusion detection, firewalls, VPN, and e-mail. This team also develops policy and procedures on corporate employee security awareness and incident response and contributes to system and application security considerations in design, configuration, and vulnerability testing.

Financial Engineers

Financial Engineers combine solid backgrounds in finance and mathematics with programming skills to assist in developing financial components for our suite of products. These engineers work with financial developers to research financial topics and develop financial functions and components, while enjoying direct exposure to leading institutions in the fixed income and derivatives markets. Financial Engineers have the opportunity to develop in the most advanced areas of rapidly evolving software technology and be involved with the newest and fastest growing branches of fixed income, such as CDOs, credit derivatives, Value At Risk, and performance attribution.

As a FactSet Consultant, you'll join a group of enthusiastic professionals committed to maintaining a reputation for industry-leading service.

Consultants work in nearly every FactSet office, all over the world. Most come directly from top-tier technical finance, business, mathematics, or MIS programs, but grads from all majors are encouraged to apply. Exceptional communication and interpersonal skills are vital, as Consultants are constantly building relationships and working closely with our clients.

Consultants are the essential connection between our clients and our employees. Through one-on-one contact with leaders in the financial industry, Consultants form personal relationships with clients and work together to develop innovative ways to streamline research and analysis. Our Consultants do not provide financial advice nor do they perform management consulting functions.

In our friendly yet professional atmosphere, FactSet offers an excellent opportunity to grow and be a part of a successful team. Consulting is the ideal training ground for anyone looking to advance in the organization.

Many consultants have moved to managerial positions within Consulting to other groups like Sales, Product Development, Corporate Communications, and Training. Consultants typically become generalists with broad knowledge of our entire product or specialize in a specific area of our business: investment banking, portfolio analytics, quantitative analysis, fixed income, economic analysis, real-time quotes or news, or data warehousing.

We also encourage Consultants to earn the Chartered Financial Analyst (CFA) designation and award bonuses for successfully completing each level.