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  • $230k - $245k

     ...lifecycle. ETF or 1940-Act fund experience is a strong plus. Real-time market data and execution vendor integration (Bloomberg, FactSet, or equivalents); FIX protocol experience. Building or consuming MCP servers, tool interfaces, or other agent-facing surfaces over... 
    Suggested
    Full time
    Worldwide

    Global X ETFs

    New York, NY
    a month ago
  • $62k - $72k

     ...risk analytics. Skills developed within Investment Analysis will include both GMO proprietary and third-party applications including FactSet and StatPro. In partnering with Global Client Relations and Portfolio Management, you will gain an in-depth knowledge of GMO’s... 
    Suggested
    Rotational program
    Full time
    Internship
    Local area
    Worldwide
    Flexible hours

    Gmo

    Boston, MA
    26 days ago
  • $97.8k - $195.8k

     ..., wealth management, asset management, retirement, benefits, or human-capital services Working knowledge of Capital IQ, PitchBook, FactSet, or similar research platforms What makes you stand out? Analytical rigor: Tests assumptions, reconciles inconsistencies, and focuses... 
    Suggested
    Minimum wage
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Marsh McLennan

    New York, NY
    5 days ago
  • $225k - $240k

     ...financing transactions, including revolver and term loan commitments. Format term sheets and analyze credit agreements utilizing FactSet and CapitalIQ. Build profitability models to assess return on Risk‑Weighted Assets (RWA) for revolver and loan commitments on a syndicated... 
    Suggested
    Work from home

    Deutsche Bank

    New York, NY
    3 days ago
  •  ...of contributing to full-cycle M&A or investment processes Experience with financial research tools such as SNL, Bloomberg, and/or Factset Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual... 
    Suggested
    Remote work

    SoFi

    New York, NY
    4 days ago
  •  ...the ability to thrive in a changing and growing organization. Experience with market data and portfolio tools such as Bloomberg and FactSet. Experience with SQL, VBA, or other programming languages is a plus. Reports to: Head of US Client Delivery #J-18808-Ljbffr Beta... 
    Suggested
    Flexible hours

    Beta Search

    Chicago, IL
    4 days ago
  •  ...RFP processes or marketing initiatives. Familiarity with financial data platforms such as Morningstar Direct, Bloomberg Terminal or FactSet is a plus, as is experience with financial content management systems such as Seismic or Salesforce. A self-starter who can manage... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Visa sponsorship
    Flexible hours

    Westwood Holdings Group

    Dallas, TX
    4 days ago
  • $140k - $155k

     ...investment data, reporting systems, and analytical tools; strong proficiency in Excel, PowerPoint, and Word required. Knowledge of Caissa, FactSet and Northern Trust preferred. Strong AI skillset and comfort using and integrating AI based tools into investment processes. Strong... 
    Suggested

    Trinityinstitute

    New York, NY
    2 days ago
  • $75k - $100k

     ...Fund administration and operations Technical experience with SS&C Advent Software Suite (APX, Moxy, DTCC, Black Diamond), Bloomberg, FactSet and the desire to master additional financial software programs Experience with Salesforce and WordPress Physical Requirements... 
    Suggested
    Work at office
    Remote work
    1 day per week

    Zevenbergen Capital Investments LLC (ZCI)

    Edmonds, WA
    6 days ago
  •  ...management teams, and sell-side relationships across covered sectors. Proficiencywith financial data and analytical tools (e.g.Bloomberg, FactSet, Python, Excel/VBA, SQL). Experience working closely with trading desks to translate research into position sizing and risk... 
    Suggested

    G-20 Strategies AG

    New York, NY
    6 days ago
  •  ...systems implementation projects impacting multiple departments, including configuration of tools like SimCorp Dimension, Aladdin, FactSet, Charles River, BNY/Eagle, and othersStay informed of capital market and technology trends to deliver innovative solutions and value... 
    Suggested

    Meradia

    Philadelphia, PA
    4 days ago
  • $120k - $150k

     ...process Solid understanding of stock valuation methods Experience working with financial data from sources such as Bloomberg and FactSet Ability to analyze large, complex and dynamic data sets Ability to communicate financial data and generate actionable reports from... 
    Suggested
    Remote work
    Flexible hours

    Innisfree M&A Incorporated

    New York, NY
    4 days ago
  •  ...directed manager searches Assist research team in generating reports and collecting data from eVestment, Bloomberg, Morningstar, and FactSet Organize weekly agendas for investment committee meetings, take and distribute meeting minutes Support asset class leaders with... 
    Suggested
    Summer work
    Work at office

    Marquetteassociates

    Chicago, IL
    5 days ago
  • $137.86k - $204.71k

     ...establish and evaluate mandates, performance expectations, fees, guidelines, compliance, risk, and organizational changes. Use FactSet, Bloomberg, BondEdge, and related systems for market research, portfolio analytics, performance attribution, risk analysis, forecasting... 
    Suggested
    Temporary work
    Local area
    Flexible hours

    RLI

    Peoria, IL
    6 days ago
  •  ...developing expertise in investment performance and attribution analysis. Experience with investment analytics platforms such as FactSet, Bloomberg, Eagle, Barclays Point, StyleAdvisor, or similar tools is beneficial. Strong analytical, quantitative, and problem-solving... 
    Suggested
    Full time
    Internship
    Work at office

    Telepathy, Inc.

    Atlanta, GA
    5 days ago
  • $205k - $215k

     ...with analysis and key drivers customized to unique business structures, converting insights into quantified forecasts, using Excel, FactSet, and Bloomberg. DE deriving the appropriate valuation frameworks for stocks by leveraging technical drivers of stock price... 
    Full time

    Fidelity

    Boston, MA
    6 days ago
  • $200k - $250k

     ...verbal and written communication including PowerPoint presentations, written email communications, written reports, and data input into FactSet. Must be fluent in English and Mandarin. Travel Requirement Up to 40% of domestic and international travel. Wage Range $200,000... 
    Work at office
    Local area
    Work from home
    2 days per week
    3 days per week

    Sands Capital

    Arlington, VA
    2 days ago
  •  ...Experience working with inventory management or workflow tools is preferred. ~ Familiarity with market data vendors such as Bloomberg, FactSet, Morningstar, LSEG (Refinitiv), exchanges, rating agencies, or research providers is advantageous. ~ Knowledge of Optimize Spend... 
    Full time
    Contract work
    Work at office

    Telepathy, Inc.

    Atlanta, GA
    5 days ago
  •  ...reports and presentations for client portfolios. Building processes to automate customized reports using BlackDiamond, Excel, VBA, FactSet, and other reporting tools to increase the efficiency of the team. Developing new reporting templates and onboarding new clients... 

    Hirtle, Callaghan & Co.

    Conshohocken, PA
    2 days ago
  •  ...Proven ability to meet sales goals and drive business growth. Familiarity with investment-related tools (e.g., Morningstar Direct, FactSet). Demonstrated success in portfolio construction using model portfolios and strategies. Certifications: FINRA Series 7 and... 
    Flexible hours

    Kestra Investment Management, LLC

    Austin, TX
    2 days ago
  •  ...investment vehicles and financial planning Advanced knowledge of portfolio management concepts and tools Proficiency with Bloomberg, FactSet and other investment tools and systems critical to the responsibilities of a portfolio manager Superb organizational skills,... 
    Temporary work

    Chevy Chase Trust

    Bethesda, MD
    4 days ago
  • $80k - $100k

     ...principles. Advanced proficiency in Excel financial modeling and PowerPoint presentations. Experience with Bloomberg, Blue Matrix, and FactSet (preferred). Excellent verbal and written communication skills with the ability to express ideas effectively and fluently to an... 
    Immediate start
    Day shift

    B. Riley Securities

    Arlington, TX
    4 days ago
  • $65k - $150k

     ...modeling tools. Familiarity with AI tools and their application in investment research is a plus. Proficiency in Excel; experience with FactSet, Morningstar, Python, or other analytical platforms is preferred. Bachelor’s degree with strong academic credentials; advanced... 

    Wellington Management Company

    Boston, MA
    5 days ago
  •  ...Excellent organizational and time-management skills with the ability to manage competing priorities. Familiarity with Bloomberg and/or FactSet is preferred. MBA and/or CFA designation is desirable but not required. Global investment experience, perspective, and/or... 

    Masis Professional Group

    Boston, MA
    3 days ago
  • $90k - $130k

     ...Python Related internship, industry or academic experience Experience working with financial data from sources such as Bloomberg and FactSet Accountabilities Develop a deep understanding of expected data behavior across different time periods, data transformations, and... 

    Innisfree M&A Incorporated

    New York, NY
    6 days ago
  •  .... Excellent written and verbal communication abilities. Preferred Skills CFA designation or progress towards it. Experience with Bloomberg, FactSet, or similar financial data platforms. Proficiency in Python or SQL for data analysis. #J-18808-Ljbffr Wenna Holdings Inc.

    Wenna Holdings Inc.

    Saint Paul, MN
    3 days ago
  • $60k - $90k

     ...clients. Perform detailed review of client deliverables. Design, prepare and review custom institutional client reports utilizing Factset, Excel, and Word. Assist with designing tactical reporting solutions for new products. Manage the timely and accurate... 
    Temporary work
    Work at office
    Local area
    Remote work
    Worldwide
    3 days per week

    Morgan Stanley

    Seattle, WA
    5 days ago
  • $125k - $150k

     ...natural resources industry. Strong proficiency in Excel (advanced modeling) and PowerPoint; familiarity with financial databases (e.g., FactSet, Bloomberg, Capital IQ) is a plus. Experience in preparing and maintaining financial models, ideally with a focus on E&P corporate... 
    Work at office

    Fourpoint Energy

    Denver, CO
    4 days ago
  • $150k

     ...from individual stocks and bonds Excellent written and verbal communication skills Experience with Advent Suite, Black Diamond, and FactSet a plus Seniority level Mid-Senior level Employment type Full-time Job function Finance, Business Development, and Accounting/... 

    Leah Yosef International

    New York, NY
    2 days ago
  • $100k - $115k

     ...years of experience within financial consulting and/or at a public accounting firm Experience with debt or equity valuation Knowledge of debt instruments Knowledge of Capital IQ or FactSet a plus Salary Range $100,000-$115,000 #J-18808-Ljbffr Arrow Search Partners

    Arrow Search Partners

    New York, NY
    3 days ago