Senior Portfolio Consultant- High Net Worth Consultation
Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Problem Solving...
Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Problem Solving...
) Experience in working with MDS platforms, e.g. Bloomberg data, CapIQ, Factset Competencies: Strong oral and written...
Exceptional written and verbal communication skills Knowledge of various financial applications such as FactSet, Bloomberg...
Pricing Connector, FactSet, etc. Hours & Work Schedule Hours per Week: 40 + Work Schedule: Monday to Friday Pay...
) Experience in working with MDS platforms, e.g. Bloomberg data, CapIQ, Factset Competencies: Strong oral and written...
. Working knowledge of Microsoft Office suite including Excel. Experience with Argus and investment tools such as FactSet...
, FactSet, SQL, Morningstar). Knowledge of financial markets, investment strategies, Equities, Fixed Income, Structure notes...
Data by and . Copyright © 2025 FactSet Research Systems Inc. Fund data © 2022 Morningstar. All Rights Reserved...
, FactSet, and Bloomberg. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range...
utilize research tools including but not limited to Bloomberg, AlphaSense, FactSet, Capital IQ, Thomson, and other databases...