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Director Factset Jobs (NOW HIRING)

Rosendin

Director of Treasury (San Jose)

San Jose, CA · On-site

$207K - $272K/yr

Expert proficiency in Bloomberg Terminal , Morningstar Direct , or FactSet for real‑time market data and analytics. * Quantitative Skills: Ability to build complex valuation models and ...

Propetroservices

Director of Finance

Houston, TX · On-site

The Director is also responsible for supporting the growth of our PROPWR vertical, overseeing ... Bloomberg, FactSet, Capital IQ) * Strong organizational and communication skills * Ability to ...

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Director Factset information

What is the difference between Director Factset vs Financial Data Analyst?

AspectDirector FactsetFinancial Data Analyst
Required CredentialsBachelor's degree, often advanced certificationsBachelor's degree, sometimes certifications like CFA
Work EnvironmentManagement, strategic planning, client interactionData analysis, reporting, financial modeling
Employer & Industry UsageFinancial services, investment firms, asset managementBanking, investment firms, corporate finance
Common Search & ComparisonYesYes

The main difference between a Director Factset and a Financial Data Analyst lies in their responsibilities and seniority. The Director typically oversees teams, manages client relationships, and makes strategic decisions, while the Financial Data Analyst focuses on data collection, analysis, and reporting. Both roles require strong analytical skills and familiarity with financial data tools, but the Director position involves more leadership and strategic planning.

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Infographic showing various Director Factset job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 71% In-person, and 29% Remote job distribution.
Director of Treasury (San Jose)

Director of Treasury (San Jose)

Dormont Manufacturing Co

San Jose, CA • On-site

$207K - $272K/yr

Full-time

Posted 4 days ago

Job description

Director, Treasury

The Director, Treasury is a key corporate leader responsible for shaping and managing the company’s investment strategy within a growing electrical contracting organization. This role oversees the selection, allocation, and performance of a diversified investment portfolio—balancing growth opportunities with disciplined risk management and compliance. The director ensures our financial investments support long‑term stability and strategic expansion across the business.

WHAT YOU’LL DO

  • Investment Strategy & Asset Allocation: Develop and execute the Tactical Asset Allocation (TAA) strategy. You decide the “mix”—e.g., when to rotate out of volatile tech stocks and into stable government bonds.

  • Manager Selection & Due Diligence: Identify and vet external fund managers. You conduct deep‑dive audits on their track records, investment philosophies, and operational risks.

  • Performance Attribution: Analyze why the portfolio performed the way it did. You use Sharpe ratios, Alpha/Beta metrics, and Monte Carlo simulations to report on risk‑adjusted returns.

  • Macroeconomic Research: Interpret global economic shifts (inflation, interest rate hikes, geopolitical events) and pivot the portfolio to protect capital or seize emerging opportunities.

  • Fiduciary & Regulatory Oversight: Ensure all investment activities comply with SEC, ERISA, or local financial conduct authorities. Lead the Investment Committee meetings to provide transparency to stakeholders.

  • The duties and responsibilities are intended to describe the general nature and scope of work being performed by this position. This is not a complete listing, and other duties will be assigned based on the position’s role within the business unit.

WHAT YOU’LL NEED TO BE SUCCESSFUL

  • Designations: CFA (Chartered Financial Analyst) is almost always a requirement for this level. A CPA or CAIA (Chartered Alternative Investment Analyst) is a strong plus.

  • Software Mastery: Expert proficiency in Bloomberg Terminal, Morningstar Direct, or FactSet for real‑time market data and analytics.

  • Quantitative Skills: Ability to build complex valuation models and stress‑test portfolios against “Black Swan” economic scenarios.

WHAT YOU BRING TO US

  • 12+ years in institutional investing, buy‑side research, or portfolio management.

  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field; advanced degree (MBA, Master’s in Finance or Economics) preferred.

TRAVEL
  • Up to 20%
WORKING CONDITIONS

  • General work environment – sitting for long periods, standing, walking, typing, carrying, pushing, bending. Work is conducted primarily indoors with varying environmental conditions such as fluorescent lighting and air conditioning.

  • Noise level is usually low to medium; it can be loud on the jobsite.

  • We fully comply with the ADA and applicable state law, including considering reasonable accommodation measures that may enable qualified disabled applicants and employees to perform essential functions.

  • Occasional lifting of up to 30 lbs.

Pay Range

$207,900.00-$272,800.00 Annual

The pay range for this role is what we expect to pay for candidates that meet the specified qualifications and requirements listed on this job description. Candidate’s pay can vary based on location, job‑related experience, skills, and education.

Rosendin Electric is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. Employment decisions are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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