Asset & Wealth Management - Miami - Associate, Business Development Professional
of information regarding client's assets;market facing systems including Bloomberg or Refinitiv to execute transactions daily...
of information regarding client's assets;market facing systems including Bloomberg or Refinitiv to execute transactions daily...
and Credit Sensitive Database), Alfred (proprietary AI engine) External Bloomberg, Reuters, rating agency websites, client...
, NYCA, and Max Levchin. We've earned recognition from TechCrunch, CNBC, Bloomberg, Forbes, Business Insider, PYMNTS...
, ClientLive, Risk Portal, Galaxy (Cosmos, Legos, Comet, Altar) External Bloomberg, rating agency websites, EDGAR, etc. 5...
with investment, reporting, and research platforms such as Bloomberg, FactSet, Morningstar, and other tools Soft Skills...
. Experience with investment product research software such as Morningstar Direct, Bloomberg, FactSet, Zephyr StyleAdvisor...
with financial databases and platforms (e.g., Bloomberg, Capital IQ). Please refer to the “Skills for Success” section to learn...
, ClientLive, Risk Portal, Galaxy (Cosmos, Legos, Comet, Altar) External Bloomberg, rating agency websites, EDGAR, etc. 5...
. Proficiency with enterprise financial tools and software, including NetSuite, Avalara, Alteryx, CCH, Bloomberg research tools...
processes Familiarity with industry platforms such as DTCC, Bloomberg, and/or SWIFT (or similar) Strong attention to detail...