FactSet Help wanted
Hi everyone,
I’m currently working on my MSc thesis in finance and I’m looking to pay someone with strong FactSet experience to help me build a research dataset. I’ve reached the point where the technical data extraction is slowing me down significantly.
Project overview:
The goal is to construct a firm–year panel dataset measuring exposure to clean energy–themed ETFs, in order to study whether these ETFs affect firm investment, financing conditions, and market outcomes.
Data access:
- FactSet (Excel add-in + web/workstation)
- Moody’s Orbis
What needs to be built (core tasks):
- Identify a small universe (≈5) of clean-energy ETFs (e.g. ICLN, TAN, QCLN, PBW, CNRG or similar)
- Extract historical ETF holdings (quarterly or annual) from FactSet
- Map ETF constituents to firm identifiers (ISIN preferred)
- Aggregate ETF holdings to construct firm-level ETF ownership (%)
- Pull ETF flows and build a firm-level flow exposure measure
- Merge ETF exposure with firm fundamentals from Orbis (CAPEX, assets, leverage, etc.)
- Deliver a clean, well-documented Excel / CSV dataset ready for regression analysis
What I’m looking for:
- Someone who has actually worked with FactSet ETF holdings or ownership data before
- Comfortable with ETF constituent expansion, identifiers, and panel construction
- Able to deliver within 3–5 days
- Happy to explain the data structure briefly so I can defend it in my thesis
Deliverables:
- Clean dataset (Excel/CSV)
- Short data dictionary / explanation of construction steps
Compensation:
- Paid (open to reasonable rates — please DM with your experience and expected fee)
If you’ve done ETF ownership work, institutional ownership research, or academic data construction using FactSet, I’d really appreciate connecting.
Thanks in advance!
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