Teams at Factset

Build trusted relationships with financial institution clients, understand their goals, improve workflows and product adoption, coordinate internal teams, resolve client issues, support retention and growth, and provide feedback for product improvements. The role also involves managing a multimillion-dollar portfolio, leading client initiatives, and contributing to team development.

Own and grow a Southeast Asia institutional buyside account portfolio for FactSet’s portfolio solutions. Serve as the technical subject matter expert across portfolio construction, research, asset allocation, performance, attribution, risk, fixed income, reporting, and managed services. Qualify opportunities, develop tailored demos, commercialize AI solutions, engage department heads and executives, manage multiple projects, maintain Salesforce, and relay client feedback to product teams.

Lead APAC sales for FactSet Performance Solutions across buy-side and wealth-management clients. Responsibilities include generating pipeline, qualifying opportunities, conducting product demonstrations, coordinating sales engagements, developing senior client relationships, shaping product strategy through market feedback, mentoring sales teams, managing escalations, and reporting opportunity status to senior leadership.