and financial products Advanced proficiency with Microsoft Office (PowerPoint, Excel). Experience with FactSet, CapitalIQ...
with MS Office, Bloomberg, various AI tools, and FactSet Bachelor's degree or equivalent and ideally CFA certified...
: Proficiency in Excel, PowerPoint, and financial databases;experience with Bloomberg, FactSet, or similar platforms preferred...
portfolio construction and risk management. Experience with investment programs such as eVestment, Factset, Bloomberg...
with common databases (such as Factset, CapIQ, Bloomberg, etc) Proficiency in Microsoft Excel and Power Point High levels...
including Morningstar, FactSet and Excel Investment Product management experience associated with evaluating dynamic decisions...
including Salesforce (CRM), Seismic, Co-Pilot, our proprietary trust platform, Pinacle, I-Hub, FactSet, Tableau...
& Analytics (Refinitiv Eikon), FactSet, etc.) Experience with SQL, Power BI, Business Objects, Python, or other data and finance...
with common databases (such as Factset, CapIQ, Bloomberg, etc) Proficiency in Microsoft Excel and Power Point High levels...
, FactSet, Pitchbook, Copilot, PowerBI, Adobe Suite. Experience creating and presenting executive level presentations...