-to-have Experience with key analytical platforms or similar financial software – FactSet, Bloomberg, Morningstar Direct Experienced...
development of research, presentations and investment insights for third party evaluators (e.g., Morningstar and Lipper) and media... with Bloomberg, Microsoft Office, Aladdin, Morningstar and other software products and comfortability adopting AI tools to enhance...
to fully utilize technology (e.g. SalesForce, Morningstar, Envestnet, and illustrations). Expected to exceed core call related...
, Charles River, Bloomberg and Morningstar Direct. Ability to work under pressure driven by market investment conditions...
Inc. Fund data © 2022 Morningstar. All Rights Reserved. © Betterment Holdings Inc. All rights reserved. Betterment, 450...
knowledge of AI, Excel, PowerPoint, and Morningstar Direct in order to produce recurring materials (RFPs/DDQs, active management...
Proficiency with computer programs, including MS Office Suite, particularly Excel, MoneyGuidePro, Albridge, and Morningstar...
with industry data platforms (e.g., Capital IQ, Morningstar, Dakota) Experience supporting business management, sales strategy...
not apply additional duties as may be requested manage all data entry into Morningstar & assist the Practice leader in assessment...
. Intermediate to advanced Excel skills required;familiarity with investment databases (e.g., Morningstar Direct) preferred...