Morningstar Jobs in New York
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Morningstar Credit Ratings, LLCNew Yorkjobvertise.com
The Senior Manager, Brand and Competitive Intelligence Insights will primarily lead the development, design, and ongoing buildout of Morningstar's Brand Research and Competitive Intelligence functions within the broader Market Research CoE...
Social Capital ResourcesNew York
or a related field.
• Experience within an investment management firm preferred.
• Familiarity with investment research, portfolio analysis, and market data platforms.
• Working knowledge of Python, SQL, evestment, Morningstar, Factset, Bloomberg, and Advanced...
FartherNew York
Bloomberg and Morningstar, and facility with AI assistants (e.g., Claude) and scripting languages (e.g., Python) to create scalable processes and reduce manual data analysis.
• Prior experience navigating complex portfolio transitions or building tax-aware...
New Yorkicims.com
Minimum Required: Series 7 and 63
Systems & Technology:
• Proficient in Microsoft Outlook, Microsoft Office Suite
• Extensive knowledge using financial data/analytical systems and tools, especially Bloomberg, Factset, S&P Cap IQ, Morningstar Direct...
StraiveNewark, 9 mi from New York
Cloud, Explore, Security Reference Master) alongside vendor market data platforms (Bloomberg, Refinitiv, Morningstar) to define integration rules for enterprise pipelines.
• Agile Product Ownership: Act as the Product Owner on data engineering delivery...
New Yorkicims.com
Morningstar Direct, FactSet, Aladdin, etc) and/or portfolio management tools (e.g., Moxy, EIKON, Vestmark, Black Diamond
• Experience with data analytics/presentation tools (e.g., Tableau)
#LI-JK1
Compensation Range:
Salary: USD $84,000.00/Yr. - USD...
The Sanczyk GroupFlorham Park, 21 mi from New York
allocation recommendations, and Investment Policy Statements (IPS).
• Prepare Morningstar reports and other portfolio analysis materials.
Advisor & Client Support
• Prepare materials for client and prospect meetings, including:
• Financial plans...
N10 AssetsGreenwich (CT), 32 mi from New York
platforms, including Morningstar, model marketplaces, and other public listings, on a timely and accurate basis.
• Maintain the firm's Salesforce-based CRM and contact records for the CEO's relationships.
Office and Operations
• Maintain organized records...
JCW GroupWestchester (NY), 13 mi from New York
and attention to detail
• Ability to prioritize, meet deadlines, and work under pressure
• Strong written and verbal client communication skills
• Ability to manage multiple objectives independently
Preferred
• Experience with Fidelity Wealthscape, Morningstar...
OnePoint BFG Wealth PartnersParsippany, 24 mi from New York
skills in Excel, with knowledge of one or more of the following: Morningstar, Bloomberg, ycharts, and/or eMoney.
• Experience with RedBlack is considered a strong asset and will enhance a candidate's overall profile.
• Bachelor's degree in math, finance...
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