Principal / Managing Director, Private Equity Product Specialist (Wealth Management Solutions)
. Strong PC skills (including general software and industry databases such as Excel, PowerPoint, Word, Lipper, FactSet, Barclays...
. Strong PC skills (including general software and industry databases such as Excel, PowerPoint, Word, Lipper, FactSet, Barclays...
, Bloomberg, FactSet or equivalent). Preferred Skills/Experience Experience in writing investment research, updates or market...
market trend data from sources including Bloomberg, Crunchbase, Pitchbook, and FactSet to evaluate client creditworthiness... using FactSet, S&P Capital IQ and Bloomberg to provide timely FX, interest rate and commodities hedging solutions...
such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks, preferred Other Knowledge, Skills, and Abilities: Excellent verbal...
, Pitchbook as well as others. Professional data feeds include Bloomberg Terminals (36), Factset (unlimited), and Eikon. The...
Data by and . Copyright © 2025 FactSet Research Systems Inc. Fund data © 2022 Morningstar. All Rights Reserved...
), industry technology (CapitalIQ, Refinitiv, FactSet, Bloomberg) and other applicable software. Collaborative and Professional...
. Familiarity with Microsoft Office Suite and financial databases such as Bloomberg, Capital IQ, and FactSet. Comfortable working...
Bloomberg Terminal, LSEG Workspace, and FactSet to implement portfolio investment strategies across equities, fixed income... portfolio analysis using Bloomberg Terminal, FactSet, LSEG Workspace, and trading and portfolio management software including...
and their platforms such as Bloomberg, Moody’s, BvD, MSCI, LSEG Data & Analytics (Refinitiv Eikon), FactSet, etc.) Experience with SQL...