and Experience Preferred: MBA / Advanced Degree or a CPA. Experience with Capital IQ, FactSet, and Bloomberg. M&T Bank...
. Proficiency in Microsoft Office. Education and Experience Preferred: Experience with Capital IQ, FactSet, and Bloomberg...
compliance and U4 record required - Knowledge of Bloomberg, FactSet and Morningstar Direct - Knowledge of all asset classes...
but are not limited to: Product Leadership & Roadmap Ownership Act as SME across Charles River, Portware, Bloomberg, and FactSet... platforms such as Charles River, Portware, Bloomberg, and FactSet. Expertise with Agile tools such as JIRA, Azure Boards...
from BlueMatrix, Factset, Capital IQ, and other sources into CRM for real-time visibility. 3. Subscription & Unsubscribe Management...
, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar) Advance skills in PowerPoint and Excel (read, write...
experience with FactSet is preferred · Effectively work in a dynamic environment and handle multiple projects · Possesses...
. Proficiency in Microsoft Office. Education and Experience Preferred: Experience with nCino, Capital IQ, FactSet, and Bloomberg...
, PowerPoint, Word, FactSet, and Bloomberg. Five (5) years in each of the following: Modeling companies using GAAP, adjusted... performance, capital structure, credit strength, and liquidity conditions by using databases including Bloomberg and FactSet...
in portfolio management and the SMA industry proficiency in analytical tools such as Bloomberg, Barra, and FactSet familiarity...