Strong interrelationship skills Basic experience with industry data providers (e.g., Morningstar) is a plus Potential for growth...
Knowledge of Morningstar, Bloomberg and/or Refinitiv functionality Experience in building/maintaining financial models...
About the Role: Morningstar Indexes and Sustainalytics, two of Morningstar's fastest-growing divisions, are seeking.... Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success...
or close awareness of the Investment Trust sector Knowledge of Morningstar, Bloomberg and/or Refinitiv functionality Experience...
. Morningstar, eVestment, Broadridge, Bloomberg, Factset) Understanding of the drivers and processes integral to successful product...
information on prospective clients' current investments Prepare resources for prospective client meetings Use Morningstar...
, Morningstar Publishing Service or equivalent systems would be advantageous. Experience with vendor management and system...
, and client illustrations. Conduct product and market research using tools like Aequos, Morningstar, and Selectapension. Ensure...
. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting... Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra...