Sr. Manager, Broker-Dealer Financial Operations & Controls
Data by and . Copyright © 2025 FactSet Research Systems Inc. Fund data © 2022 Morningstar. All Rights Reserved...
Data by and . Copyright © 2025 FactSet Research Systems Inc. Fund data © 2022 Morningstar. All Rights Reserved...
in of Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks, preferred Languages: N...
Data by and . Copyright © 2025 FactSet Research Systems Inc. Fund data © 2022 Morningstar. All Rights Reserved...
as necessary. Building and updating comp sheets. Managing the databases and electronic data services (i.e. Bloomberg, FactSet...
such as Morningstar, FactSet, iCapital, etc. Ability to lead cross functional teams and initiatives, influence partners and drive...
Data by and . Copyright © 2025 FactSet Research Systems Inc. Fund data © 2022 Morningstar. All Rights Reserved...
). Proficiency with Bloomberg, FactSet, Excel, and other financial tools. Strong analytical and quantitative reasoning capabilities...
from BlueMatrix, Factset, Capital IQ, and other sources into CRM for real-time visibility. 3. Subscription & Unsubscribe Management...
systems, Bloomberg, FactSet, and/or investment risk systems is a plus. Not sure you meet 100% of our qualifications...
modeling, and pricing strategies. Proficiency with industry tools, such as Morningstar Direct and Factset Ability to travel...