Associate Portfolio Manager - SMA Overlay & Tax Management
in portfolio management and the SMA industry proficiency in analytical tools such as Bloomberg, Barra, and FactSet familiarity...
in portfolio management and the SMA industry proficiency in analytical tools such as Bloomberg, Barra, and FactSet familiarity...
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide..., providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet...
, or CFP desired Experience with investment platforms such as Bloomberg, FactSet, Morningstar, Tradeweb, MarketAxess, Moxy...
providers (Bloomberg, FactSet, Morningstar, ICE, JPMorgan DataQuery) is a plus. Passion for fixed income markets and investment...
with financial databases such as Compustat, Worldscope, Factset, Clarifi/CapitalIQ, Axioma, Barra, Bloomberg is a plus. Experience...
. Experience with Morningstar, Bloomberg PORT, FactSet, Aladdin, and other data vendor services preferred. Soft Skills Master...
hoc investment reports using Vermilion, FactSet, and internal systems. Reconcile portfolio data, including performance.... PREFERRED QUALIFICATIONS Proficiency with FactSet Vermilion, Bloomberg and/or Clearwater Analytics Experience with data...
such as FactSet, Bloomberg, eVestment, Morningstar Direct, etc. Client facing experience. Completion of or progress towards CFA...
with fixed income attribution models and platforms (e.g., Aladdin, BBG Port, FactSet, MSCI, Barra, Axioma, or similar...
/detractors. System Optimization: Evaluate and optimize research and data systems (FactSet), including the integration... expertise in GIPS and SEC reporting standards. Technical Skills FactSet & Excel: Advanced proficiency...