& Analytics (Refinitiv Eikon), FactSet, etc.) Experience with SQL, Power BI, Business Objects, Python, or other data and finance...
such as FactSet, Bloomberg, Morningstar, or similar. Advanced Excel skills including pivot point tables and complex formulas...
in portfolio management and the SMA industry proficiency in analytical tools such as Bloomberg, Barra, and FactSet familiarity...
third‑party analytics platforms (Intex, Cardo, FactSet, Aladdin, Bloomberg) into internal risk models and reporting... with Intex, FactSet, Aladdin, PolyPaths, Bloomberg, or similar platforms. Strong SQL skills;Python proficiency preferred...
of FactSet, Bloomberg, AlphaSense and/or Nasdaq IR Insight tools a plus, but not required. Excellent organizational, research...
, FactSet, Pitchbook, Copilot, PowerBI, Adobe Suite. Experience creating and presenting executive level presentations...
to equities, fixed income, and alternatives. Preference may be given to those with knowledge of Bloomberg, FactSet...
. Experience with Factset is preferred Who You Are: Curious and eager to learn—unafraid to ask questions Innovative...
Knowledge of Target Date Funds and glide path construction Experience with Morningstar, Bloomberg, FactSet, Barra...
and glide path construction Experience with Morningstar, Bloomberg, FactSet, Barra and performance attribution/risk...