. Building and updating comp sheets. Managing the databases and electronic data services (i.e. Bloomberg, FactSet...
, such as searching and generating reports, including S&P Capital IQ, S&P Capital IQ Pro, Orbis, Lexis+, FactSet, or similar platforms...
: Proficiency in Excel, PowerPoint, and financial databases;experience with Bloomberg, FactSet, or similar platforms preferred...
Domain) Vendor & Third-Party Platform Management (e.g., State Street Alpha, FactSet, Jacobi) Process & Leadership...
with investment platforms such as Bloomberg, FactSet, Morningstar, TradeWeb, MarketAxess, Moxy, or SEI Strategy Manager. Broad...
licensing SIE, 63 and 79 required or due within 150 days of hire Experience with Salesforce, Pitchbook, FactSet...
such as Bloomberg, FactSet, eVestment, and standardized reports. What You’ll Bring We recognize that not all candidates will meet.... Strong interpersonal skills (verbal and written). Proficiency in Microsoft PowerPoint, Excel, and Word. Familiarity with FactSet...
and PowerPoint Experience using Bloomberg and FactSet;experience with other market data applications a plus Comfort with public...
solutions such as State Street Alpha, FactSet, and Jacobi. -Develop and maintain monitoring and support capabilities...
, or CFP desired Experience with investment platforms such as Bloomberg, FactSet, Morningstar, Tradeweb, MarketAxess, Moxy...