Senior PM Portfolio Manager
degree such as MBA or JD preferred Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset...
degree such as MBA or JD preferred Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset...
Data by and . Copyright © 2025 FactSet Research Systems Inc. Fund data © 2022 Morningstar. All Rights Reserved...
reports utilizing Factset, Excel, and Word. Assist with designing tactical reporting solutions for new products. Manage the... with Factset, Bloomberg and other analysis tools is a plus. Proficiency in macro and code writing is a plus. Completion of Level...
I.Q., RIA Checkpoint, PACER, Factset, Pitchbook, HeinOnline, required Experience using automated library systems...
with a strong desire to learn Knowledge in statistical modeling, analytics, and programming (Python) Advanced knowledge of FactSet...
: Experience with Capital IQ, FactSet, and Bloomberg. Experience with nCino. Experience with commercial real estate portfolio...
Strong technical skills;mastery of MS Excel, familiarity with third party tools (eVestment, FactSet, Morningstar);strongly preferred...
Technical skills: Bloomberg and FactSet skills helpful, advanced Excel (macros, pivot tables, conditional formatting, shortcuts...
, and key risks. CFA charter holder and/or MBA preferred. High proficiency with Bloomberg, FactSet, and modern AI productivity...
financial databases and electronic data services (e.g., Bloomberg, FactSet, IMS) Support special projects and ad hoc analyses... under time pressure Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook;experience with Bloomberg and FactSet...