Wealth Strategy Associate
(Intermediate to expert) Series SIE, 7 and 66 licenses Factset or Bloomberg experience (preferred...
(Intermediate to expert) Series SIE, 7 and 66 licenses Factset or Bloomberg experience (preferred...
Exposure to FactSet, Bloomberg, or similar Ability to write and/or debug code in Python Strong Excel modeling experience Pick...
Preferred Qualifications Experience using Eagle PACE and/or FactSet performance calculation and reporting capabilities #LI...
, FactSet and/or other investor relations platforms is preferred Experience working with Mode, SQL, PowerBi, or similar...
of FITS/MDSL inventory systems is preferred. Experience working with Market Data vendors such as Bloomberg, FactSet...
). Experience with various investment/operational software (FactSet, Bloomberg, Morningstar Direct). ****Please note, once the...
experience including familiarity with market vendor applications: Bloomberg, Thompson Reuters, FactSet, CapIQ Significant...
over the summer of 2025. The preferred location is Des Moines. Skills That Will Help You Stand Out Exposure to FactSet...
experience including familiarity with market vendor applications: Bloomberg, Thompson Reuters, FactSet, CapIQ Significant...
, and relationship-building skills. Success working in a team-based, collaborative environment. Demonstrated experience using Factset...