platform interoperability a plus (i.e.CRD, BRS Aladdin, SimCorp Dimension, Factset, Fidessa Minerva, Eze Software...
, Factset, Fidessa Minerva, Eze Software, etc.) Client engagement and expectation management across project life cycle...
, Powerpoint, Morningstar, Lipper, Bloomberg, Factset, eVestment Strong project management experience Salary Details Annual...
management theory, asset allocation theory, investment management theory Expert knowledge in using Bloomberg, Factset...
Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet...
Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet...
and weaknesses of data vendors such as Bloomberg, FactSet, and Morningstar Working with Technology, Governance, and Index Management...
and weaknesses of data vendors such as Bloomberg, FactSet, and Morningstar Working with Technology, Governance, and Index Management...
, FactSet and/or other investor relations platforms is preferred Experience working with Mode, SQL, PowerBi, or similar...
’s or comparable financial statement spread technology, Bloomberg, FactSet, etc. Ability to organize, prioritize work...