: Proficiency in Excel, PowerPoint, and financial databases;experience with Bloomberg, FactSet, or similar platforms preferred...
platforms like FactSet Strong communications skills (written and verbal) Proficient with advanced AI tools, data analysis...
datasets from financial databases (e.g., Bloomberg, FactSet, Capital IQ). Ensure accuracy and consistency of research inputs...
datasets from financial databases (e.g., Bloomberg, FactSet, Capital IQ). Ensure accuracy and consistency of research inputs...
, Research (Insight, Morningstar, Thomson One), Reporting (Addepar, PortfolioView, RBC Dashboard), Mobility (Salesforce, Factset...
. 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...
, including proprietary systems and third-party solutions such as State Street Alpha, FactSet, and Jacobi. Develop and maintain...
Domain) Vendor & Third-Party Platform Management (e.g., State Street Alpha, FactSet, Jacobi) Process & Leadership...
applications i.e., Bloomberg, Factset, Eze, Charles River, a plus. Strong familiarity with desktop security products...