Wealth Strategy Associate

(Intermediate to expert) Required Series SIE, 7 and 66 licenses Factset or Bloomberg experience (preferred...

Lugar: New York City, NY | 21/12/2024 02:12:40 AM | Salario: S/. $77000 - 100000 per year | Empresa: UBS

Senior Wealth Strategy Associate - Portfolio Manager

KPIs using data resources including FactSet, Zacks, Bloomberg databases and UBS IB internal resources. Support PM... portfolio activities. Proficient in Excel Working knowledge of Bloomberg and FactSet is a plus. Proactive engagement...

Lugar: New York City, NY | 16/11/2024 19:11:00 PM | Salario: S/. $85000 - 130000 per year | Empresa: UBS
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