FactSet Research Systems
Industry: Software company
DescriptionFactSet Research Systems Inc., trading as FactSet, is a financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides financial information and analytic software for investment professionals. For fiscal year 2016, FactSet's annual sales were $1.13 billion. CEO: Philip Snow (1 Jul 2015–) Revenue: 1.22 billion USD (2017) Number of employees: 8,000 Subsidiaries: Portware LLC, StreetAccount LLC,
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FactSet Research Systems Employees
Scivantage April 2015 - Present
Albridge, an Affiliate of Pershing August 2004 - April 2015
FactSet Research Systems 2000 - 2004
FactSet Research Systems 2000 - 2001
Cantor Fitzgerald 1999 - 2000
Skills
Relationship Management, Business Development, Contract Negotiation, Financial Services, CRM, Wealth Management, Business Analysis, Vendor Management, Management, Strategy, Leadership, Product Management, New Business Development, Competitive Analysis, Training
Education
Villanova University 1995 — 1999
BS, Finance, Marketing
Wall High School 1991 — 1995
University of Pennsylvania - The Wharton School
Securities Industry Institute(SII), Year 1
TIG Advisors, LLC May 2013 - Present
FactSet Research Systems September 2007 - December 2012
Brown Brothers Harriman August 2006 - September 2007
Skills
M&A analysis, M&A Modeling, Financial Modeling, Financial Reporting, Quantative Analysis, Qualitative Research, Quantitative Research, Microsoft Office, SAS, Project Coordination, Databases
Education
University of Richmond
Bachelor of Science (B.S.), Economics
Voxy July 2012 - July 2014
FactSet Research Systems July 2010 - July 2012
Self-employed May 2006 - July 2010
University of Rochester March 2008 - May 2010
Associated Students of the University of Utah June 2004 - August 2006
Skills
Python, JavaScript, Linux, CSS, jQuery, Git, Django, MySQL, C++, HTML, SQL, CoffeeScript, Backbone.js, Computer Science, C, Programming, Vim, React
Education
University of Rochester 2006 — 2010
BS
FactSet Research Systems March 2015 - Present
Kno.e.sis - Ohio Center of Excellence in Knowledge-enabled Computing August 2012 - December 2014
ezDI, LLC May 2013 - July 2013
Accenture Technology Solutions September 2010 - August 2012
Accenture January 2009 - October 2010
Accenture July 2007 - September 2008
Skills
Java, C++, Microsoft SQL Server, Oracle PL/SQL..., Sybase, PL/SQL, Databases, SDLC, Unix, Machine Learning, Data Mining, Weka, MySQL, SQL, Algorithms, JSON, MongoDB, Data Structures, Core Java, Eclipse, Software Engineering, Text Mining
Education
Wright State University 2012 — 2014
Master's degree, Computer Science
University of Pune 2003 — 2007
Bachelor of Engineering (BE), Computer Science
Deutsche Bank August 2015 - Present
Societe Generale Corporate & Investment Banking February 2011 - August 2015
FactSet Research Systems June 2009 - February 2011
Skills
Investment Banking, Financial Modeling, Equities, Financial Markets, Equity Research, Corporate Finance, Bloomberg, Business Analysis, Valuation, Derivatives, Capital Markets, Financial Analysis
Education
University of Pennsylvania 2005 — 2009
BS, Finance/Management
University of Pennsylvania - The Wharton School 2005 — 2009
BS Economics, Finance, Management
BlackRock May 2014 - Present
FactSet Research Systems January 2012 - May 2014
Alameda County November 2010 - January 2012
University of San Francisco August 2008 - May 2009
Skills
Financial Analysis, Excel, PowerPoint, Outlook, Word, Microsoft Office, Research, Customer Relations, Data Analysis, Forecasting, Problem Solving, Financial Reporting, Account Management, Writing, Negotiation, Market Research, Insurance, Analysis, Administration, Risk Management, Portfolio Management, Fixed Income, Investments, Finance, Financial Modeling, Microsoft Word, Customer Service, Microsoft Excel, Team Building, Budgets, Sales, Asset Allocation, Strategic Planning, Sales Operations, Time Management, Accounts Receivable, Leadership, Mutual Funds, Management, Accounting, Banking, Investment Strategies, Business Analysis, Teamwork, Economics, Strategic Financial..., Private Equity, Corporate Finance, Trading, Asset Management
Education
University of San Francisco - Masagung Graduate School of Management 2010 — 2013
Masters of Science, Financial Analysis
University of San Francisco 2004 — 2009
Bachelors of Arts, Economics, Finance concentration. B.A. in Psychology
Albourne Partners April 2015 - Present
FactSet Research Systems October 2012 - December 2014
Morgan Stanley Smith Barney September 2010 - January 2011
Chatham February 2010 - May 2010
Google September 2004 - August 2008
City of Sunnyvale May 2002 - August 2008
Skills
Bloomberg Terminal, Thomson One, Eviews, Sage Pro, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Dreamweaver, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Sales, Business Development, Finance, Market Research, Hedge Funds, Asset Allocation, Private Equity, Econometrics, Accounting, Economics, Quantitative Analytics
Education
University of San Francisco 2011 — 2012
Master of Science (M.S.), Financial Analysis
University of San Francisco 2007 — 2010
B.A., Financial Economics
JW Player May 2014 - Present
FactSet Research Systems 2012 - May 2014
University of Rochester June 2010 - May 2012
Sigma Chi September 2009 - May 2011
IntelliSites 2009 - 2010
Skills
HTML, JavaScript, Algorithms, User Experience, Databases, Data Analysis, Research, Problem Solving, Software Engineering, Code Review, Software Consulting, Information Architecture, Web Technologies, Optimization, Node.js, Mobile Applications, Big Data, Process Optimization
Education
University of Rochester 2008 — 2012
Bachelor of Science, Computer Science
NetApp July 2014 - Present
NetApp April 2013 - July 2014
NetApp May 2012 - April 2013
Atlantic BT February 2010 - April 2012
Seton Identification Products February 2009 - February 2010
PRBC February 2007 - January 2009
FactSet Research Systems March 2002 - January 2007
Gemini Networks April 2000 - September 2001
Connix Internet November 1998 - April 2000
Cintas October 1996 - October 1998
Skills
SEO, Google Analytics, SEM, Email Marketing, E-commerce, Online Marketing, Web Analytics, Analytics, Marketing, PPC, Marketing Strategy, Online Advertising, Google Adwords, HTML, CSS, Photoshop, PHP, Web Design, Web Development, ASP, User Experience, Dreamweaver, Business Strategy, Magento, Digital Marketing, CMS, Competitive Analysis, Strategy, Lead Generation, Conversion Optimization, A/B testing, Wordpress, Eclipse, Perforce, New Business Development, Key Account Management, Marketing Automation, Search Advertising, Landing Page..., Website Promotion, Organic Search, Web Marketing, Google Website Optimizer, Information Architecture, Usability, Remarketing, Website Redesign, Website Management, WebTrends
Education
University of Richmond 1992 — 1996
Bachelor of Science, Business Administration, Marketing Concentration
Stay-at-home dad June 2014 - Present
FactSet Research Systems February 2012 - June 2014
FactSet Research Systems September 2010 - January 2012
FactSet Research Systems September 2009 - September 2010
FactSet Research Systems July 2007 - August 2009
Skills
Factset, Microsoft Office, SPSS, Microsoft SQL Server, Financial Modeling, Data Analysis, Quantitative Analytics, Equities, Fixed Income, Economics, Financial Analysis, Portfolio Management, Econometrics
Education
University of Richmond - Robins School of Business 2003 — 2007
BSBA, Economics
CBA
eBay Enterprise April 2013 - Present
eBay Enterprise September 2011 - April 2013
JPMorgan Chase May 2011 - June 2011
Bishop Shanahan High School October 2008 - November 2010
FactSet Research Systems January 2008 - October 2008
Vanguard August 2005 - January 2008
Skills
Management, Leadership
Education
University of Richmond - Robins School of Business 2001 — 2005
BS, Business Administration, Finance
FactSet Research Systems June 2013 - Present
Polytechnic Institute of New York University September 2011 - May 2013
Bank of America June 2012 - August 2012
Bharat Petroleum Corporation Limited October 2009 - September 2010
Kurosoft, Ltd January 2009 - July 2009
Skills
C++, Python, C/C++ STL, Boost C++, Java, Visual Basic, Data Structures, C, MySQL, Research
Education
Polytechnic Institute of NYU, New York 2011 — 2013
Master's, Computer Science
University of Pune 2007 — 2011
Bachelor of Engineering, Computer Science
DotAlign October 2009 - Present
FactSet Research Systems October 2008 - October 2009
FactSet February 2008 - September 2008
DealMaven Inc. July 1999 - January 2008
DLJ Merchant Banking October 1996 - July 1999
DLJ January 1996 - July 1999
Donaldson, Lufkin & Jenrette January 1996 - July 1999
Skills
technology, finance, product development, Financial Analysis, Software Development, Valuation, Investment Banking, Finance, Leadership, Product Development, Technology, Financial Modeling, Vendor Management, Strategy, Product Management, Investments, Banking, Strategic Partnerships, Venture Capital, Start-ups, Mergers & Acquisitions, Financial Markets, Analytics, Business Strategy, CRM, Business Development, Entrepreneurship, Private Equity, Equities, Financial Services, Corporate Development, Executive Management
Education
University of Pennsylvania - The Wharton School 1992 — 1995
BS, Finance, Strategic Management
FactSet Research Systems April 2011 - Present
FactSet Research Systems January 2008 - May 2011
FactSet Research Systems September 2005 - December 2007
Enterprise Rent-A-Car June 2004 - May 2005
Skills
Factset, Customer Relations, Customer Service, Problem Solving, Application Development, Software Development, Microsoft Excel, Project Management, Product Development, Analysis, Business Analysis
Education
University of Scranton 2001 — 2005
Economics
Pura Vida Investments September 2013 - Present
ParkRiver Fund Solutions, LP January 2011 - September 2013
Ospraie Management March 2007 - December 2010
NASDAQ OMX January 2006 - March 2007
FactSet Research Systems September 2004 - January 2006
Education
University of Pennsylvania - The Wharton School 2000 — 2004
BS
Suvretta Capital April 2012 - April 2013
Citadel Investment Group August 2008 - February 2011
Moore Capital Management May 2005 - August 2008
Goldman Sachs September 2000 - May 2005
FactSet Research Systems September 1998 - September 2000
Skills
Equity Research, Equities, Portfolio Management, Healthcare Industry, Capital Goods, Industrials, Aerospace/Defense, Risk Management, Value Investing, Financial Modeling, Strategic Analysis, Analysis, Industrial Sector, LBO, Strategy, Mergers, Investments
Education
University of Richmond - Robins School of Business 1994 — 1998
BSBA, Business-concentration Finance
Deutsche Bank September 2014 - Present
Deutsche Bank March 2014 - September 2014
Deutsche Bank August 2013 - March 2014
University of Richmond January 2012 - May 2013
Heilman Dining Center September 2009 - May 2013
FactSet Research Systems May 2012 - August 2012
University of Richmond May 2011 - August 2011
Outback Steakhouse June 2010 - January 2011
Prudential CT Realty: Annmarie Del Franco May 2009 - January 2011
Skills
Java, C++, Mac OS X, C#, Linux, Windows, MVVM, .NET, WPF, VBA, Microsoft Excel, PowerPoint
Education
University of Richmond 2009 — 2013
Bachelor of Science (B.S.), Computer Science
FactSet Research Systems June 2012 - Present
Jet Propulsion Laboratory June 2011 - August 2011
Delphi June 2006 - August 2010
Skills
C++, C, Perl, C#, WPF, Perforce, Unix, Java, Matlab, Subversion, Embedded Systems, Verilog
Education
University of Southern California 2011 — 2012
MS, Computer Engineering, 3.78
University of Southern California 2005 — 2010
BS, Electrical Engineering, 3.55
FactSet Research Systems June 2013 - Present
FactSet Research Systems November 2010 - June 2013
FactSet Research Systems January 2007 - October 2010
Swiss Re 2005 - 2006
Skills
Factset Software, Factset, Portfolio Management, Product Development, Product Management, Equities, Competitive Analysis, CRM, Data Analysis, Business Analysis, Microsoft Excel, Finance, Financial Markets, Hedge Funds, Asset Management, Investments, Financial Analysis, Financial Modeling, Fixed Income
Education
University of Pennsylvania 2002 — 2005
B.A., Economics
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Economics
FactSet December 2014 - Present
FactSet Research Systems September 2010 - December 2014
Thomson Reuters April 2007 - September 2010
Thomson Reuters November 2004 - November 2006
Skills
Business Analysis, Data Analysis, Equities, Financial Markets, Fixed Income, Management, Market Data, Microsoft Excel, Options, Reference Data, Risk Management
Education
University of Rochester 1999 — 2003
B.A
The Granola Factory September 2011 - Present
FactSet Research Systems July 2010 - August 2011
Granola Factory Bakery May 2009 - August 2009
Skills
Sales
Education
University of Richmond - Robins School of Business 2006 — 2010
B.S.B.A, Accounting
FactSet September 2015 - Present
FactSet September 2013 - September 2015
FactSet Research Systems March 2012 - September 2013
FactSet Research Systems July 2011 - March 2012
Skills
Data Analysis, Software Development, Software Project..., Linux, Project Management, Software Quality..., Analysis, Problem Solving, Project Coordination, Systems Analysis, Systems Evaluation, Critical Thinking
Education
University of Rochester 2007 — 2011
Bachelor of Arts (B.A.), Majors:Financial Economics and Statistics Minors: Mathematics and Business
Property Edge LLC March 2012 - Present
NASCAR Whelen Modified Tour September 2002 - Present
Property Edge Residential Real Estate, LLC January 2015 - Present
Keller Williams Realty - Trumbull, CT May 2010 - December 2014
CT Homes LLC August 2010 - July 2011
FactSet Research Systems September 2001 - February 2010
FactSet Research Systems November 2002 - July 2005
FactSet Research Systems September 2001 - November 2002
Skills
Real Estate Investment, Training & Development, Program Management, Real Estate, Public Speaking, Business Strategy, Change Management, Team Management, Classroom Instruction, Contract Negotiation, Instructional Design, Strategic Planning, E-learning, Customer Service, Problem Solving, Microsoft Office, Coaching, Mentoring, Excel, PowerPoint, Negotiation
Education
University of Richmond 1997 — 2001
Bachelor's, Business Administration
University of Richmond - Robins School of Business 1997 — 2001
BS, Business Administration
FactSet November 2014 - Present
FactSet Research Systems January 2008 - Present
FactSet Research Systems 2003 - January 2008
FactSet Ltd April 1999 - October 2003
Skills
Product Management, Equities
Education
University of Southampton 1991 — 1996
German, German
TWIN Capital Management March 1997 - Present
Galt Technologies 1994 - 1997
FactSet Research Systems 1991 - 1994
Standard and Poor's 1987 - 1991
CompuServe 1981 - 1987
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1976 — 1977
Master of Business Administration (M.B.A.), Accounting and Finance
University of Pittsburgh
Bachelor of Arts (B.A.), Political Science and Government
FactSet Research System April 2015 - Present
FactSet Research Systems October 2011 - Present
FactSet Research Systems September 2009 - November 2011
FactSet Research Systems April 2008 - October 2009
FactSet Research Systems June 2006 - April 2008
Skills
Investment Management, Fixed Income, Analytics, Quantitative Analytics, Sales, Hedge Funds, Asset Management, CRM, Derivatives, Quantitative Finance, Equities, Investments, Management, Portfolio Management, Market Data, Time Management, Financial Modeling, Financial Markets, Bloomberg, Data Analysis, Capital Markets
Education
University of Richmond - Robins School of Business 2002 — 2006
BS, Business Administration, Finance, Economics
FactSet July 2015 - Present
FactSet Research Systems October 2011 - Present
FactSet Research Systems January 2006 - October 2011
FactSet Research Systems June 2004 - December 2005
Education
University of Pittsburgh 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Alacra September 2013 - Present
Reliable Power April 2009 - September 2013
FactSet Research Systems June 2001 - January 2009
Worldlyinvestor.com 1999 - June 2001
Thomson Financial 1995 - 1999
Banque Paribas November 1993 - December 1994
US Navy 1985 - 1993
Skills
New Business Development, Product Management, Business Strategy, Market Data, Equities, Start-ups, Software Development, Software Project..., Software Documentation, Databases, Project Planning, Integration, Program Management, Quality Assurance, Cross-functional Team..., Entrepreneurship, Product Development, Business Analysis, Training, Risk Management, Vendor Management, Financial Services
Education
University of Pennsylvania 1981 — 1985
BA, Political Science
Concord Systems, Inc. December 2014 - Present
drip.fm December 2012 - December 2014
Codecademy February 2012 - September 2012
FactSet Research Systems May 2011 - March 2012
FactSet 2011 - 2012
University of Rochester May 2010 - September 2010
NIITEK, Inc. May 2009 - August 2009
Google May 2008 - August 2008
Naval Surface Warfare Center, Carderock Division May 2006 - August 2007
TRX Systems May 2005 - August 2005
Skills
C++, C, Haskell, Java, Hadoop, HBase, Perl, Python, MySQL, Distributed Systems, Network Engineering, Network Programming, Ruby, Algorithms, Optimization, Linux, Unix
Education
University of Rochester 2007 — 2011
BS, Computer Science
University of Rochester 2007 — 2011
BA, English
FactSet September 2014 - Present
FactSet September 2013 - Present
FactSet Research Systems May 2012 - September 2013
FactSet Research Systems February 2010 - May 2012
FactSet Research Systems February 2009 - February 2010
FactSet Research Systems August 2007 - February 2009
University of Richmond 2003 - 2007
Skills
Creative Problem Solving, Process Improvement, Sales Process, Strategic Planning, Training, Factset, SQL, VBA, Perl, Python, Data Analysis, Analytics, Management
Education
University of Richmond 2003 — 2007
BS, Economics
University of Richmond 2003 — 2007
BA, Leadership Studies
Atalanta Sosnoff Capital January 2006 - Present
Atalanta Sosnoff Capital January 2001 - December 2005
FactSet Research Systems March 1998 - December 2000
Heartland Securities August 1996 - February 1998
Skills
Investments, Equities, Hedge Funds, Alternative Investments, Private Equity
Education
NYU Stern School of Business 2000 — 2004
MBA, Finance
Wharton School, University of Pennsylvania
BS, Economics
Chaminade High School
Law Office of Dennis A. McCormack July 2013 - Present
Hire Counsel; TR Grace September 2012 - July 2013
FactSet Research Systems April 2012 - June 2012
Skills
Legal Research, Public Speaking, Litigation
Education
Univ. of Conn. Law School 1985 — 1988
J.D.
University of Rhode Island 1981 — 1985
B.A., Communication, political science
Google October 2014 - Present
ADP Innovation Lab November 2013 - September 2014
FactSet Research Systems January 2010 - November 2013
Lucas Systems October 2006 - December 2009
United States Marine Corps April 2001 - April 2009
UPMC February 2006 - October 2006
Skills
C#, JavaScript, ASP.NET MVC, C++, Visual Studio, .NET, C, Microsoft SQL Server, LINQ, XML, jQuery UI, jQuery, MySQL, Oracle, Software Development, Java, SAP, VMS, CGI/Perl, Windows Server, Perforce, Mercurial
Education
University of Pittsburgh 1998 — 2006
BS, Computer Science, Economics
FactSet Research Systems June 2013 - Present
Los Alamos National Laboratory May 2012 - August 2012
Los Alamos National Laboratory May 2011 - August 2011
Los Alamos National Laboratory May 2010 - August 2010
Los Alamos National Laboratory April 2009 - August 2009
Los Alamos National Laboratory April 2008 - September 2008
Skills
Ruby, C, JavaScript, Perl, Java, Python, Computer Science, Programming, Algorithms, C++, Sinatra, Cfengine, Django, HTML, SQLite, DCL, OpenVMS, Linux System..., CSS, PostgreSQL, Microsoft Office, Fortran
Education
University of Rochester 2009 — 2013
Bachelor of Science (B.S.), Computer Science, 3.1
Los Alamos High School 2005 — 2009
High School
University of Rochester 2009 — 2013
Bachelor of Arts (B.A.), Political Science, 3.1
Graham Capital Management July 2009 - Present
FactSet Research Systems June 2008 - June 2009
Education
University of Scranton 2004 — 2008
BS, Finance, minors in Economics, French, and Philosophy, Summa Cum Laude
College International de Cannes
TMG Health October 2014 - Present
TMG Health May 2013 - October 2014
TMG Health January 2012 - May 2013
TMG Health August 2009 - December 2011
FactSet Research Systems June 2005 - January 2009
Skills
Financial Reporting, Business Analysis, Project Management, Management, Auditing, Accounting, Process Improvement, Access, Account Reconciliation, Microsoft Excel, Visio, Outlook, Healthcare, Microsoft Word, Microsoft Office, PowerPoint, Change Management, Insurance, Financial Modeling, Team Leadership, Strategic Planning, Operations Management, MS Project, Lotus Notes, Call Centers, Account Management, Customer Service, HIPAA, SQL, Medicare, Medicare Part D, Databases, Public Speaking, Business Requirements, Microsoft SQL Server, User Acceptance Testing, General Ledger, Healthcare Information..., Team Building, Data Analysis, Software Documentation, Sarbanes-Oxley Act, Requirements Gathering, Business Process..., Analysis, Business Process, Quality Assurance, Risk Management, Medicaid, Financial Analysis
Education
University of Scranton 2015 — 2018
Master of Business Administration (MBA), Health/Health Care Administration/Management
University of Scranton 2001 — 2005
BS, Economics & Finance
FactSet Research Systems March 2011 - June 2014
FactSet Research Systems March 2010 - February 2011
FactSet Research Systems July 2008 - February 2010
Education
University of Richmond - Robins School of Business 2004 — 2008
Bachelor of Science (BS), Economics
FactSet Research Systems December 2008 - Present
Skills
Editing, Research, Data Analysis, SQL, PowerPoint, Business Analysis, Leadership, Financial Analysis, Accounting, Bookkeeping
Education
University of Scranton 2015 — 2016
Master of Business Administration (M.B.A.), Accounting
Troy University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Bloomberg LP August 2013 - Present
FactSet Research Systems July 2010 - March 2013
University of Rochester June 2009 - May 2010
Tufts University June 2008 - August 2008
Tufts University June 2007 - August 2007
Skills
Ruby, C++, Perl, LaTeX, C, Python, Ruby on Rails, Scheme, Unix Shell Scripting, Java, Linux, Programming
Education
University of Rochester 2006 — 2010
BS, Computer Science
Phillips Academy 2002 — 2006