industry. 2-3 years of experience with Factset and Sylvan applications. Experience with Portfolio Performance, Security Level... and platforms, such as: IBOR / performance / security master data Vendors like FactSet, Bloomberg, Aladdin, State Street, MSCI...
filings, earnings transcripts, Yahoo Finance, Koyfin, Bloomberg, Capital IQ, FactSet, or similar research platforms Comfort...
with finance tools and workflows such as Excel-based financial modeling, CapIQ, PitchBook, FactSet, Bloomberg, PowerPoint, Google...
, or investment strategies Familiarity with tools such as Excel, Bloomberg, Capital IQ, FactSet, PitchBook, Koyfin, Refinitiv...
to Have Experience with advanced research tools such as Bloomberg, Capital IQ, FactSet, Koyfin, Morningstar, PitchBook, or similar...
, Pigment, CapIQ, PitchBook, FactSet, Bloomberg, NetSuite, or similar finance systems Comfort reading and preparing finance...
provider's (Factset) data set. The analysis and documentation will be then used to define a new set of business processes...: Map and document current processes/fields/reports in FactSet Perform mapping exercise to Bloomberg Capture requirements...
, Morningstar, Factset (Used for Model performance and Nuveen/Client fund performance, or similar) Seismic dashboard and report...
providers (Fluent, Morningstar, Factset (Used for model performance and fund performance, or similar) Seismic dashboard...
class Knowledge of FactSet and Eagle Performance Working knowledge of Jira & Confluence CFA or CIPM certifications...