Address
Form of workOur Agency
Making a Difference
The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $145 billion of assets of the Wisconsin Retirement System (WRS), the State Investment Fund and other funds. Through SWIB’s effective and innovative investment management, WRS remains one of the only fully funded US public pensions. We are the 9th largest public pension fund in the U.S. and the 25th largest public or private pension fund in the world. SWIB is recognized by the investment industry for our teamwork and innovation. SWIB pursues sophisticated global investment strategies across the asset and risk allocation spectrum. Providers across the investment ecosystem seek to partner with SWIB.
Serving more than 663,00 teachers, public safety, and other pension participants, SWIB is a mission-driven organization. For public employees and the 1,500 Wisconsin employers who contribute on their behalf, we are a trusted partner. Our team innovates continuously to meet the challenges of an evolving investment landscape while growing and protecting the assets of the WRS.
SWIB provides a strong, steady economic pillar for the state of Wisconsin by growing the trust funds under its management, managing risk, and optimizing costs of the long term. We are a mission-driven organization and the participants we serve are our mission. By bringing a disciplined, prudent, and innovative approach to market opportunities, SWIB has been successful in generating required returns and maintaining the trust of the beneficiaries and stakeholders of the funds we oversee.
Home To Top Talent
Our high-performing staff is key to what makes us a premier investment manager. SWIB is committed to investing in talented professionals to implement our robust, sophisticated investment strategies and to keep the organization at the forefront of the investment industry. We encourage innovation and offer professional development opportunities to help staff sharpen and expand their skills. Approximately 61 percent of SWIB’s investment professionals are Chartered Financial Analyst (CFA) charterholders.
Our high-performing staff is key to what makes us a premier investment manager. SWIB is committed to investing in talented professionals to implement our robust, sophisticated investment strategies and to keep the organization at the forefront of the investment industry. We encourage innovation and offer professional development opportunities to help staff sharpen and expand their skills. Approximately 61 percent of SWIB’s investment professionals are Chartered Financial Analyst (CFA) charterholders.
About the Team
The Technology Team at SWIB supports, implements & develops industry-leading systems and platforms to support SWIB’s diverse and complex set of investment portfolios and strategies. The team at SWIB strives to be a trusted advisor and partner to the business that is valued as a critical contributor to SWIB’s continued growth and success. We effectively leverage technology to derive the maximum value from it and achieve SWIB’s business goals. We keep technology aligned with SWIB’s future direction and operate SWIB’s technology according to industry standards.
Position Overview
The FactSet Business Systems Analyst is responsible for supporting SWIB departments that use FactSet and any downstream reporting that utilizes data from FactSet. This role will meet with business users, the vendor, and other areas of tech and data to prioritize initiatives, and to coordinate solutions that leverage the capabilities of the FactSet ecosystem.
Essential activities:
- Collaborate with technology, business, and operations to support current processes, research and implement new solutions, and facilitate and document the prioritization of future projects/enhancements for the FactSet ecosystem.
- Lead the maintenance and upgrades for FactSet and the related FactSet interfaces to other systems, such as imports from SWIB’s IBOR and exports to SWIB’s reporting data warehouse.
- Support FactSet and the related systems by troubleshooting production errors, notifying users of the status, and submitting changes to prevent errors in the future.
- Perform a comprehensive analysis of company and security data within FactSet and make corrections to the data or processes when necessary.
- Translate business requirements into technology specifications.
- Lead or assist with the design, development and testing of the solutions that will meet the needs of the business and grow the FactSet ecosystem.
- Implement software testing, using either manual or automated programs testing, and evaluate results, including documenting and reporting defects or problems with software.
- Continue to mature and evolve knowledge of investment management technologies and data to help drive SWIB’s business capabilities forward.
The ideal candidate:
- Bachelor’s degree in computer science / Information Technology, Economics, or Finance.
- 5-15 years of investment management industry and/or Information Technology experience
- Minimum 3 years of experience with the various components and functionality of FactSet Risk is required.
- Experience with FactSet’s Portfolio Analysis tool to measure the performance, risk, attribution, and exposures of portfolios.
- Ability to customize FactSet’s Watchlist to monitor news, quotes, pricing, and other key information and set notification alerts for companies SWIB is tracking.
- Experience with SQL, Python, or other languages preferred.
- Good understanding of risk data and risk workflow processes, including data loading, security modeling, and account and composite set-up.
- Ability to document and communicate complex technical knowledge effectively.
- Ability to translate business requirements into technology specifications and design systems to meet the needs of the business.
- Demonstrated ability to work under minimal direction.
- Ability to perform work as a technical/functional expert.
- Ability to lead projects and independently drive and implement change.
- Ability to perform complex analyses of strategic issues and resolve problems.
- Ability to recommend strategic objectives and direction.
- Ability to work collaboratively across divisions.
SWIB Offers:
- Competitive total cash compensation, based on AON (formerly McLagan) industry benchmarks
- Comprehensive benefits package
- Educational and training opportunities
- Tuition reimbursement
- Challenging work in a professional environment
- Hybrid work environment
The position requires U.S. work authorization.
Pursuant to our Hybrid Remote Work Policy, all staff have the flexibility to work remotely, but are required to have a weekly presence in our offices, the frequency of which is dependent on their distance from office. Staff are not required to reside locally; however, we offer relocation reimbursement to the Dane County area per our policy.
All SWIB employees are subject to SWIB’s Ethics Policy and Personal Trade Approvals Policy. These policies include restrictions on outside business activities and employment and have limits on personal trading. You may request copies of these policies from SWIB’s talent acquisition team and any questions can be answered by SWIB’s compliance team.
