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!

1 Comments
 

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