FactSet Research Systems
SVP, Sr. Director Content Operation
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.
For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year.
Describe your Responsibilities at Work
My current role is SVP, Senior Director, Content Operations. My focus is to ensure that the Content Organization (which is half of the FactSet employee base) runs smoothly and efficiently. Content/data is the foundation of FactSet, and our clients rely on us to provide accurate and timely information in their preferred data format.
The focus of this role is to ensure we stay within budget while delivering on our annual goals and commitments. I manage both the headcount and 3rd party data budgets (over $200M in total) and manage the Content PMO and a newly formed Data Governance team.
I sometimes describe myself as the Chief of Staff to the Chief Content Officer as each day is filled with new challenges and opportunities that range from real estate reviews to global townhall meetings.
I joined FactSet in 2001 and before moving into this role in March 2020, I managed News, Research, Filings and Transcripts teams (aka all things documents) for both internal users and external clients.
When did you join FWSIM?
I joined FWSIM in January 2018 after attending a SIM Women Summit in Chicago. I was so impressed by the speakers, panelists, and attendees that I knew I wanted to be part of such an empowering organization.
I helped create the FWSIM Women group and interest and attendance at our monthly meetings continues to grow.
In May 2021, I joined Beverly Lieberman’s Mentor Circle and am also a member of John Barry’s POD. It’s been wonderful to get to know more SIM members and I’ve really enjoyed the virtual meetings and conversations.
Do you volunteer for other organizations?
Within FactSet, I’ve been a Mentor in our official Mentorship program since its inception in 2019 and have served as a mentor to several women in FactSet prior to the official program.
I’m a member of UNC Kenan-Flager 100 Women whose mission is to accelerate women leaders for the future. It is a women-led movement that harnesses the power of the UNC Kenan-Flager network to attract and mentor strong, ambitious, and collaborative female leaders. We are Tar Heels supporting women.
Tell me about your personal life and a couple of things people may not know about you.
I grew up in North Carolina and have been in the NYC metropolitan area since 1990. My long-time partner Bill and I live in Norwalk and have an 8-year-old Chesapeake Bay Retriever named Apollo. His cat sister Artemis recently crossed the rainbow bridge, and he continues to look for her in the house.
I am a trained and certified yoga teacher and stopped teaching several years ago when I was traveling frequently for work. I still practice in both virtual and in person classes and credit yoga for keeping me somewhat sane during crazy COVID days. I’m also a Peloton devotee thanks to COVID and happy to connect with other members that may also be Peloton members. Not to worry, I only compete against myself.
In May of this year, I was selected to be a background actor for a movie that was shooting in Hartford. Once the movie is released, and if I make the final cut, I’ll share the name of it.
(Article written by Linda Clarkson in collaboration with Beverly Lieberman)