Senior Counsel, Corporate M&A

Title: Senior Counsel, Corporate M&A

Location: New York, NY, USA

Job Description:

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access

to financial data and analytics that investors use to make crucial decisions.

 

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

 

Locations: NYC, Norwalk CT

Working Environment: Hybrid (3-day in-office, 2-day remote schedule)

 

This role is a strategic position in the global legal team where the candidate will serve as a trusted advisor on M&A, investments and corporate matters. This position will also provide an opportunity to work on other matters, including internal corporate, securities laws, global entity management and strategic partnerships.  You will play a key role in the global team and collaborate closely with senior leaders and cross-functional stakeholders worldwide.

 

Responsibilities

• Lead and negotiate global M&A transactions, including investments, acquisitions, divestments, and joint ventures (from deal ideation to integration).  Advise on internal corporate matters e.g. reorganizations, tax related assistance
• Work closely with corporate development, our partnerships function and business teams to develop an M&A strategy (‘build, buy, partner’) aligned with FactSet’s strategic objectives
• Partner with finance, corporate development, tax, HR and senior leadership to assess transaction risks, structures and execute deals
• Draft and negotiate complex corporate agreements (under US and other laws) including stock and asset purchase agreements and ancillary documents, investment documents, strategic partnership agreements and other corporate documents e.g. facility, treasury documents.
• Standardize our internal documentation and playbooks to help drive efficiency and scale on future transactions
• Assist on US securities laws matters, including governance and disclosure (including Annual Report, 10-K, 10-Q, Proxy); compensation and benefits matters.  
• Help manage our internal global subsidiary management program.  
• Develop relationships with bankers and law firms and other advisers
• Provide thoughtful, timely, effective and pragmatic counsel and advice to leaders within the organization on complex legal matters
• Develop and manage outside counsel relationships and budgets related to corporate and transactional work

 

Qualifications:

• JD from an accredited law school
• 4 + years of experience as a licensed, practicing attorney at organizations similar to FactSet; both law firm and in-house roles preferred
• If no in-house experience, significant experience advising clients or organizations comparable to FactSet required
• Demonstrated expertise managing complex corporate and M&A transactions; securities law experience a plus
• Admitted to practice and in good standing in New York, Connecticut, or another relevant US jurisdiction
• Strong commercial acumen, strategic mindset, and ability to excel in fast-paced, global environments
• Exceptional negotiation, leadership, teamwork, and written/verbal communication skills
• Proven success partnering with senior stakeholders to drive corporate objectives
• Ability to work a hybrid schedule (3-day in-office and 2-day remote) from an office in NYC or Norwalk CT

 

The budgeted base salary range for this position in NYC and the state of Connecticut is $160,000 - $200,000.

 

What's In It For You 

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: 

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.

• Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.  

• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. 

• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. 

• Career progression planning with dedicated time each month for learning and development. 

• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. 

Learn more about our benefits here. 

 

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. 

 

Company Overview:

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner.