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)
