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Experience of external manager databases and search tools such as eVestment, Factset, Morningstar, etc. Assists in the preparation of reports accurately and timely to the Representative of the Secretary-General for the Investments of the UNJSPF, Chief Investment Officer (CIO), and Director of Public Equities when requested.
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Market data checks utilize FactSet and Morningstar Direct to identify upcoming corporate actions, verify large price changes and/or missing prices, along with reviewing the accuracy of security classifications shown in Advent APX. Managed account completeness checks involve comparing large data files to ensure managed accounts are visible in all relevant systems - or communicating those discrepancies via XTRACs.
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Morningstar Off Campus Drive 2024 for Implementation Analyst in Mumbai. Morningstar Off Campus Drive 2024 for Accounting Manager in Mumbai. Tower Research Capital Off Campus Drive 2024 for Execution Trader in Across India.
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Industry specific software (Morningstar, eMoney and VeoOne) Assist paraplanner team in preparation of financial plans using eMoney and other financial planning software. Industry specific software (Morningstar, eMoney and VeoOne.
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Morningstar, Inc. is looking for an experienced, enthusiastic, and organized Technical Event Producer to lead the technical planning, provide event support and manage and operate Audio/Visual systems at corporate offices.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Paraplanner Apprenticeship Program. Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners.
$75,000 - $100,000 a yearFull-timeExpandUpdated 20 days ago - UpvoteDownvoteShare Job
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Assist paraplanner team in preparation of portfolio design and recommendations. Assist paraplanner team in creation of customized financial recommendations. LEAD CERTIFIED FINANCIAL PLANNER / RIA Only Firm.
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U00A0 You will conduct detailed analysis of portfolio managers performance, risk and holdings using quantitative analytical tools such as Bloomberg, FactSet, MPI Stylus, Barra, Morningstar, and proprietary risk tools.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Experience working with performance measurement, portfolio accounting and investment research systems (ex: First Rate, Albridge Wealth Reporting, Fiserv APL, Informa Profile Producer, Envestnet, Morningstar, FactSet.
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Experience with financial industry software and analytical tools, such Morningstar Direct, YCharts, FactSet or Bloomberg is preferred. Become product expert on Y-Charts, FactSet, and Morningstar Direct tools to support portfolio analytics, Advisor requests.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin. Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Deep domain experience with financial datasets including FactSet, Bloomberg, IBES, CompStat, S&P Global, Worldscope, Morningstar, MSCI, Reuters, IDC, Markit, BARRA, Axioma, Northfield, and PORT.
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TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners, and a who’s who of the financial service industry.
$150,000 - $190,000 a yearFull-timeExpandUpdated 14 days ago - UpvoteDownvoteShare Job
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Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.
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Financial planning software experience preferably with Advisor Engine, Naviplan, and Morningstar. Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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