. Proficiency in Microsoft Office. Education and Experience Preferred: Experience with nCino, Capital IQ, FactSet, and Bloomberg...
systems, Bloomberg, FactSet, and/or investment risk systems is a plus. Not sure you meet 100% of our qualifications...
from BlueMatrix, Factset, Capital IQ, and other sources into CRM for real-time visibility. 3. Subscription & Unsubscribe Management...
modeling, and pricing strategies. Proficiency with industry tools, such as Morningstar Direct and Factset Ability to travel...
providers (Bloomberg, FactSet, Morningstar, ICE, JPMorgan DataQuery) is a plus. Passion for fixed income markets and investment...
investments (Excel, Access, FactSet, Morningstar Direct). Experience managing professional relationships with third party...
, etc Conduct market research from various platforms including Enverus, Woomdac, and Factset Required capabilities, and skills...
recommendations. Advanced Excel and PowerPoint skills and experience with financial platforms such as FactSet. Strong executive...
. Proficiency in Microsoft Office. Education and Experience Preferred: Experience with Capital IQ, FactSet, and Bloomberg...
, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar) Advance skills in PowerPoint and Excel (read, write...