Risk Manager - Financial Advisor Discretionary Portfolios
, Bloomberg PORT, FactSet, Aladdin, and other data vendor services preferred. Soft Skills Master communicator with proven...
, Bloomberg PORT, FactSet, Aladdin, and other data vendor services preferred. Soft Skills Master communicator with proven...
. Preferred: Experience with investment platforms, front-office technology, and data ecosystems (e.g., Aladdin Studio, FactSet...
or active CFA Level II or III candidacy strongly preferred Proficiency with Bloomberg Terminal, FactSet, and advanced Excel...
) is a plus. Familiarity with investment management platforms and data vendors (e.g., Bloomberg, FactSet, Markit) is a plus. Exceptional...
(Bloomberg, FactSet, Refinitiv) and financial data models. Formal team leadership or principal engineer experience. Experience...
with any of the following: State Street PAM, SS&C Recon, Advent Geneva, Charles River, FactSet, and/or Bloomberg. Experience...
and style. Excellent attention to detail. Proficiency in Bloomberg, FactSet or other commonly used data sources...
Science, Finance, Accounting, Economics or Business. Proficiency in Bloomberg and/or FactSet. Hands-on Claude/GPT, Bloomberg...
to translate complex investment data into clear, actionable insights. Experience with tools such as FactSet, YCharts, Morningstar...
is a plus. Bloomberg, FactSet, Aladdin, Yield Book, or similar financial systems experience is a plus. Bachelor’s degree...