Portfolio Management Associate, Equities
experience in investments Experience with derivatives with an options focus Experience with FactSet, Bloomberg, Charles...
experience in investments Experience with derivatives with an options focus Experience with FactSet, Bloomberg, Charles...
with FactSet, Bloomberg, Charles River Progress towards CFA Charter Strong mathematical and analytical skills Ability...
such as FactSet, Bloomberg, eVestment, Morningstar Direct, etc. Client facing experience. Completion of or progress towards CFA...
with a strong desire to learn Knowledge in statistical modeling, analytics, and programming (Python) Advanced knowledge of FactSet...
) Advanced knowledge of FactSet, Bloomberg, custodian systems, etc. Proficiency in Excel, PowerPoint, Word, etc. Additional...
. Proficiency with Bloomberg, Capital IQ, FactSet, and other financial data platforms. Preferred Attributes Experience working...
Data by and . Copyright © 2025 FactSet Research Systems Inc. Fund data © 2022 Morningstar. All Rights Reserved...
of various in-house and third-party applications (e.g., Excel, Barra, eVestment, Enterprise Reporting, FactSet, IQT, Morningstar.../aptitude – knowledge of MS Excel, familiarity with eVestment, Morningstar, Bloomberg, FactSet, and/or EPFR is a plus Capable...
), First Rate, InvestCloud (aka APL), Informa Profile Producer, Envestnet, Morningstar Direct, & FactSet) Certificate...
compliance and U4 record required - Knowledge of Bloomberg, FactSet and Morningstar Direct - Knowledge of all asset classes...