, such as searching and generating reports, including S&P Capital IQ, S&P Capital IQ Pro, Orbis, Lexis+, FactSet, or similar platforms...
, Research (Insight, Morningstar, Thomson One), Reporting (Addepar, PortfolioView, RBC Dashboard), Mobility (Salesforce, Factset...
: Proficiency in Excel, PowerPoint, and financial databases;experience with Bloomberg, FactSet, or similar platforms preferred...
platforms like FactSet Strong communications skills (written and verbal) Proficient with advanced AI tools, data analysis...
Domain) Vendor & Third-Party Platform Management (e.g., State Street Alpha, FactSet, Jacobi) Process & Leadership...
such as Bloomberg, FactSet, eVestment, and standardized reports. What You’ll Bring We recognize that not all candidates will meet.... Strong interpersonal skills (verbal and written). Proficiency in Microsoft PowerPoint, Excel, and Word. Familiarity with FactSet...
licensing SIE, 63 and 79 required or due within 150 days of hire Experience with Salesforce, Pitchbook, FactSet...
solutions such as State Street Alpha, FactSet, and Jacobi. -Develop and maintain monitoring and support capabilities...
such as State Street Alpha, FactSet, and Jacobi. Develop and maintain monitoring and support capabilities to proactively address...
, or CFP desired Experience with investment platforms such as Bloomberg, FactSet, Morningstar, Tradeweb, MarketAxess, Moxy...