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...
, computer science, or a related field. Familiarity with Bloomberg, FactSet, or similar financial data platforms. Series 7...
Ability to work independently and must be able to work effectively in a team environment Advanced proficiency with FactSet...
in networking with financial advisors across multiple channels Prior experience with analytical tools including Zephyr/PSN, FactSet...
, equity markets, and risk analytics Proficiency in Python, SQL, and market data tools (e.g., FactSet, Bloomberg...
. Familiarity with statistical packages, Bloomberg, FactSet, Reuters, Microsoft Office, etc. Preferred Qualifications, Skills...
construction tools including Axioma, Barra, and/or FactSet Why Fisher Investments: We work for a bigger purpose: bettering the...
in networking with financial advisors across multiple channels Prior experience with analytical tools including Zephyr/PSN, FactSet...
construction tools including Axioma, Barra, and/or FactSet Compensation: $130,000 - $190,000 base salary per year in the state...
construction tools including Axioma, Barra, and/or FactSet Why Fisher Investments: We work for a bigger purpose: bettering the...