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Snigdha Singh

Snigdha Singh

Finance Professional | FactSet Specialist | Investment Research

Talent
KanpurMember since July 6, 2026
Portfolio MonitoringInvestment Research SupportLeadershipFQLFDS
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Portfolio MonitoringInvestment Research SupportLeadershipFQLFDS

About

A finance professional with 6+ years of experience, including 4.5+ years at FactSet Research Systems, specialising in financial data analysis, portfolio monitoring, and investment research support. Demonstrated ability to lead analytics workflows, mentor teams, and collaborate with global stakeholders within fast-paced financial environments.

Experience

Associate Lead Specialist - FactSet - Hyderabad, Telangana, India

(2026-06)

  • Lead a team of specialists and senior specialists, setting performance benchmarks and driving accountability across client delivery and data quality standards.
  • Architect and govern end-to-end analytics workflows using FQL, FDS, and FactSet's AI toolset, ensuring scalability and alignment with evolving client investment mandates.
  • Act as the primary escalation authority for complex, cross-functional client issues, coordinating with product, engineering, and client-facing teams to deliver high-quality resolutions.
  • Define and roll out onboarding frameworks and knowledge-transfer programmes for new joiners, reducing ramp-up time and improving team throughput.
  • Collaborate with senior leadership to identify workflow inefficiencies, owning root-cause analyses and implementing data-driven process improvements that reduce TAT and strengthen SLA adherence.
  • Champion adoption of FactSet's emerging analytics capabilities, translating client feedback into actionable feature requests and internal best-practice documentation.

Senior Specialist - FactSet - Hyderabad, Telangana, India

(2024-11 - 2026-05)

  • Designed bespoke models, screens, and analytical workflows (FQL & FDS) to meet client-specific investment, valuation, and forecasting needs.
  • Applied deep understanding of investment products and portfolio performance calculations (VaR, Stress Testing, Back Testing) and financial statements.
  • Collaborated with stakeholders to streamline workflows, reduce TAT, and ensure SLA compliance with high data accuracy.
  • Trained 12–15 new hires per quarter and leveraged FactSet AI tools to enhance research efficiency.

Senior Associate Specialist - FactSet - Hyderabad, India

(2023-10 - 2024-11)

  • Delivered tailored financial data solutions, managed client portfolio data integrations, and resolved complex, high-level product issues.
  • Served as key escalation point for peers and advisors, ensuring timely, high-quality resolutions.

Advisor - FactSet - Hyderabad, India

(2021-11 - 2023-10)

  • Supported clients in resolving complex, time-sensitive inquiries from financial professionals (buy-side / sell-side) regarding FactSet data and applications.
  • Shared ideas and promoted suggestions for improvement of workflows.

Wealth Manager - ICICI Bank - India

(2020-10 - 2021-06)

  • Evaluated client financial profiles to recommend mutual funds, insurance, structured products, and equities for optimised investment outcomes.
  • Cross-sold home loans, driving ₹5 Cr+ in disbursements while enhancing client relationships.
  • Acquired 2–3 New-to-Bank (NTB) clients per month, expanding AUM and revenue.

Intern - H&R Block India Pvt. Ltd. - Pune, India

(2019-02 - 2019-05)

Education

PGPM - Finance and Marketing - ICFAI Business School

BBA - Finance - Dr. Virendra Swarup Institute of Professional Studies

Skills

Finance ProfessionalFactSet SpecialistInvestment Research

Reviews

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