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Investment Management Consulting at a Glance


Conor Collins '14.
Conor Collins '14.  Photo: Nancy L. Ford

FactSet provides market data and portfolio analytics to financial professionals. As a consultant, it is your job to make sure that our clients are getting the most out of the product.  Since FactSet is used across all verticals of financial services, you will be assigned to focus on either the buy-side (portfolio managers, wealth managers, etc.) or the sell-side (Investment banking analysts/associates, traders, etc.), and this will determine your specific book of clients. Through on-site trainings, web demos, and phone support, you become their go-to resource for all of their FactSet-related projects.

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What I have enjoyed most about the role is the relationships that you form with your clients.  I have been visiting the same clients for over 2 years now, and have developed a deep understanding of each of their unique roles/workflows. They trust me to help them analyze their portfolios and run company analysis, and it is satisfying to know I’m having a meaningful impact on their day-to-day responsibilities.


Conor Collins ’14 majored in economics and minored in Hispanic Studies and Biology. He currently works as an Investment Management Consultant at FactSet.

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