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Director Factset Jobs (NOW HIRING)

1240 Invesco Distributors Inc.

Director IDD

Manhattan, NY · On-site

$200 - $230/hr

Highly proficient in software applications, including Microsoft Office; experience with Morningstar Direct and FactSet a plus. Highly motivated, seeking excellence with the quality of their work and ...

CFA Institute

Director, Learning Content

This is a Director-level individual contributor role within the Learning Content function, working ... FactSet or Bloomberg. Why Join Us * Shape the future of global investment education through a large ...

Manulife

Senior Manager, Product Development

Boston, MA · Hybrid

$137K - $181K/yr

Strong executive presentation, business case development, and analytical capabilities, including experience with tools such as Morningstar Direct, FactSet, Bloomberg, Power BI, and Excel. When you ...

CFA Institute

Director, Learning Content

New York, NY

This is a Director-level individual contributor role within the Learning Content function, working ... FactSet or Bloomberg. Why Join Us * Shape the future of global investment education through a large ...

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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 August 2026, with employment types broken down into 2% As Needed, 83% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Senior Managing Director I or II

Bankers Trust Company

Des Moines, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

This position is within BTC Capital Management. Founded in 2003, BTC Capital Management, a 1940 Act Registered Investment Advisor focusing on institutional asset management. Our solutions range from discretionary asset management to independent investment consulting and advisory services. The firm is built on principles of treating clients as privileged guests and maintaining the highest degree of integrity in everything we do.

This position will be hired at either Senior Managing Director I or II level depending on experience.

Job Summary:


The Senior Managing Directors are strategic managers for a specified asset class, to include security and portfolio analysis, trade direction and client portfolio management. This individual will be responsible for ongoing development, enhancement, and direction of assigned asset class mandate. In addition to these duties this individual will be involved in the oversight of various analytical platforms and investment management tools. The position also requires efforts to support the firm's client retention efforts via in-person client meetings and participation in the preparation of various client communication publications.

Primary Functions and/or Responsibilities:

  • Oversees, implements, and manages an assigned equity strategy, including security analysis, portfolio analysis, and trade direction for securities incorporated within assigned strategy. Participates in scheduled team meetings, communicating attributes of strategy managed within framework established.
  • Supports Investment Consultants and Relationship Managers in the development and retention of ongoing business generation and retention efforts, which includes the following:
    1. Participating in in-person meetings with existing and prospective clients to review investment performance and investment objectives.
    2. Preparing various written communication materials covering strategy, performance, and attributes along with general market and economic conditions.
    3. Participating in periodic constituent education efforts.
  • Participates as a member of assigned committees regarding strategy management, asset allocation, risk management, or other committees as necessary or desirable. Also assists/influences the ongoing development, enhancement, and support of various investment strategies for the firm.
  • Performs other duties as assigned

Education and/or Experience:


Managing Director I

  • Bachelor's degree in Business or related field preferred
  • Master’s Degree desirable
  • CFA designation required
  • Minimum of 10 years of experience within investment management
  • Prior experience as an analyst/portfolio manager (preferably within the environment of registered investment adviser or insurance company) is required
  • Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Managing Director II

  • Bachelor's degree in business or related field
  • Master’s Degree desirable
  • CFA designation required
  • Minimum of 15 years of experience within investment management and/or financial services required
  • Prior experience as an analyst (preferably within the environment of registered investment adviser or insurance) is desirable
  • Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Specific Skills, Knowledge & Abilities:

  • Strong working knowledge of financial markets, particularly equity markets, and the economy
  • Use of FactSet and LSEG Workstation analytical platforms

Benefits

  • Group Health, Dental, and Vision Insurance
  • Generous Paid Time Off (PTO)
  • Volunteer Time Off (VTO)
  • 401(k) plan with lucrative company match
  • Tuition assistance
  • Company Paid Life Insurance
  • Paid Parental Leave
  • Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
  • Team Member Banking - a suite of products and services with special benefits for employees

Hybrid Eligibility: Position will be onsite.

EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”

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