. Proficiency in Microsoft Excel, databases, and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet...
following: (1) Financial databases including FactSet, Bloomberg, Capital IQ, Refinitiv Eikon, PitchBook, and Mergermarket;(2...
with research tools including Bloomberg and FactSet Series 63 & 79 license holders are strongly preferred...
while remaining an effective team contributor Proficiency with FactSet, CapitalIQ, Bloomberg, and Microsoft Office Series 79 & 63...
Ability to work independently while remaining an effective team contributor Proficiency with FactSet, CapitalIQ, Bloomberg...
and effectively in a team environment Advanced proficiency with FactSet, Capital IQ, Bloomberg, and Microsoft Office Series 79 & 63...
while remaining an effective team contributor Proficiency with FactSet, CapitalIQ, Bloomberg, and Microsoft Office Series 79 & 63...
an effective team contributor Proficiency with FactSet, CapitalIQ, Bloomberg, and Microsoft Office Series 79 & 63...
while remaining an effective team contributor Proficiency with FactSet, CapitalIQ, Bloomberg, and Microsoft Office Series 79 & 63...
and effectively in a team environment Advanced proficiency with FactSet, Capital IQ, Bloomberg, and Microsoft Office Series 79 & 63...