Your Team's Impact

The mission of the Dealmakers & Wealth Strategic Business Unit (SBU) is to accelerate FactSet’s growth by strategically advancing the established sectors of Banking and Wealth Management, as well as driving accelerated expansion of two rapidly emerging sectors, Corporates and Private Equity/Venture Capital.

We work by building and delivering market leading solutions via an open platform that seamlessly integrates differentiated content, workflow automation, and pioneers GenAI development. We learn through deep-rooted collaboration with our clients to understand their challenges and opportunities. And lastly, we win by bringing it all together - content, efficiency, technology, and support - in collaboration with our Sales and Client Solutions teams to deliver an industry leading partnership to our clients.

SUB-PROCESS BRIEF

The FactSet Wealth Platform is a strategic investment in the Wealth Portfolio Lifecycle that will deepe...