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Financial Operations Consulting & Support Analyst

Location: Kansas City, MO | Hybrid

Get To Know The Team:

In this role, you will be stewarding data on the SS&C SalesConnect system that allows asset managers to track financial advisors and the business they are doing with them. This is a fast paced job and requires complex thinking. Ability to work on your own is a must. Mandatory overtime will occur based on volumes.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Develop, interpret, and apply advanced knowledge of mutual funds, alternative products (e.g., ETFs, SMAs etc.), and support operations in order to perform multidisciplinary, complex, and unpredictable work.
• Combine experience and expertise of multiple vertical lines of business; core internal and operations-related applications, products, and processes; and customers' business operations to effectively lead, support, and/or perform operational activities in response to business needs.
• Improve operations by solving problems; generating ideas; creating better controls, products/services, product utilization, and process flows; sharing knowledge and expertise; and training and mentoring employees.
• Navigate and work horizontally across the organization, understanding how different areas integrate and impact each other.
• Understand the interrelationships among customers, vendors, and suppliers (e.g., banks, fund accounting agents, broker dealers).
• Demonstrate acquired knowledge and skills to resolve or recommend solutions for a wide range of tasks or issues.
• Requires limited supervision and only general instructions on new tasks.

What You Will Bring:

• Strong communication skills for collaborating internally and externally via regular phone calls and emails.
• Experience assisting on projects or performing tasks of a moderate level of difficulty that require independent judgement.
• Minimally requires a Bachelor's degree, or high school degree and/or 2 years of related experience.
• Strong analytical and critical thinking skills
• Special consideration will be given for anyone with prior experience with Chorus/AWD and/or strength in MS Excel.

Only candidates with US Work Authorization will be considered.

About the Role

We are looking for a dynamic and detail-oriented Product Analyst to support the evolution of our Investment Platforms. This role works at the intersection of Wealth Management, Technology, and Operations, helping coordinate stakeholders, support platform enhancements, and ensure smooth user experience for both clients and internal teams.

The ideal candidate understands investment products, enjoys problem-solving, learns fast, and is comfortable dealing with multiple priorities in a fast-paced environment.

Key Responsibilities:

• Support stakeholders in the planning, execution, and validation of platform initiatives across onboarding, trading, portfolio management, performance, and operational workflows.
• Coordinate with stakeholders across Investments, Trading, Operations, Compliance, Marketing, and Technology to gather requirements and ensure proper alignment.
• Partner with Technology teams during development cycles: clarifying requirements, validating functionality, and supporting troubleshooting.
• Perform BUAT (Business User Acceptance Testing), create test cases, execute scenarios, log defects, and validate fixes before releases.
• Investigate and debug platform issues, including inconsistent data, account setup errors, operational or settlement issues, and trading/processing discrepancies.
• Translate complex issues into clear, actionable explanations for business stakeholders and for technical teams.
• Monitor platform performance, client behavior, and usage trends to identify opportunities for improvement. Create and track requirements for platform enhancements and maintenance.
• Help maintain product documentation, workflows, and release notes.
• Assist in validating investment products, fee configurations, account attributes, and operational flows.

Qualifications:

Education: Bachelor's degree in Finance, Economics, Business, Data Science, or a related field.

Experience: 1–3 years of experience in Wealth Management, Investment Operations, FinTech, Banking or Brokerage platforms.

Skills

• Strong understanding of investment products (equities, ETFs, REITs, mutual funds, fixed income).
• Comfort working with technology teams, APIs, data structures, and software development concepts.
• Excellent analytical skills and willingness to dive deep, debug, and investigate issues end-to-end.
• Strong communication skills, ability to simplify, structure, and clearly articulate problems and solutions.
• Ability to handle multiple tasks simultaneously while maintaining high attention to detail.
• Proactive, resourceful, and comfortable working in ambiguous or evolving environments.
• High sense of ownership and curiosity.

Preferred Qualifications

• Experience in a financial institution or investment firm.
• Proficiency in both English and Portuguese.
• Series 7 and Series 66 preferred (but not required).

Why This Role Matters

This position plays a critical part in ensuring our investment platform runs smoothly end-to-end, from onboarding to trading to ongoing client experience. You will help enhance platform capabilities, improve stability, and support our mission of delivering a world-class digital investment experience.

Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and platinum level service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering platinum level client service with an unwavering commitment to excellence.

POSITION OVERVIEW:

The Relationship Manager is a client facing role responsible for supporting a team of Financial Advisors by independently analyzing client portfolios and using discretion and independent judgment to develop solutions and strategies for clients. In addition, the role serves as the lead team administrator responsible for directing the administrative and operational functions, client service model and business initiatives of the team. The Relationship Manager can solicit business on behalf of the Financial Advisor.

The Relationship Manager has primary duties which include those directly related to management or general business operations, and the exercise of discretion and independent judgment on matters of significance. Duties of the Relationship Manager include but are not limited to:

JOB DUTIES & RESPONSIBILITIES:

Relationship Management & Client Development

• Independently develop, and lead others in, the client service model including a standard of client care that aligns with the team’s overall operation, philosophy and strategic business goals
• Independently develop procedures for solving client concerns (logistical, administrative, etc.) and follow through on resolution of client service projects and operational issues
• Lead team to establish and cultivate relationships with new clients and existing clients
• Assume ownership of escalated and complex client concerns through research, leveraging resources and relationships and then, using independent judgment and discretion, determine the appropriate actions/resolutions required including assessing and determining potential risks to the Firm
• Independently develop, implement and communicate new team procedures, products and portfolio enhancements to clients
• Serve as the lead subject matter expert, exercising discretion and independent judgment on a wide variety of different client service, logistical, operational, and administrative topics
• Partner with the Advisor in developing business plans and marketing strategies including independently identifying and targeting prospective clients and/or creating or planning the content of seminars
• Cultivate and develop relationships with Raymond James teams and departments
• Perform administrative duties that directly guide and assist Financial Advisors in daily operation or business practices, including direct business operational functions which include onboarding new client accounts, collecting required documentation and client information, processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
• Independently delegate and allocate work among a team of two or more full-time employees
• Maintain team oversight responsibilities through training team members, determining group workflow and offering input on staff performance

Portfolio Research & Design (on behalf of Financial Advisor/Team):

• Independently develop portfolios and strategies along with being responsible for implementation strategy
• Independently review and develop recommendations for the FA/Team as to the appropriate benchmarks for the current asset allocation
• Provide and maintain written justification for the changes that we have made to model portfolio
• Analyze and use discretion to recommend replacements for ETFs, mutual funds and alternative investments
• Analyze annuity holdings and use discretion to make appropriate changes if necessary, to the underlying positions
• Build prospect portfolio proposals and create portfolio recommendations
• Prepare portfolio reviews, participate in client meetings with Financial Advisor to discuss investment strategy options

Financial Planning

• Use Goal Planning & Monitoring (GPM) to analyze the financial situation of clients and prospects in order to identify potential gaps and risks in their current planning strategies, taking into account investment goals and limitations
• Engage clients in detailed and sophisticated discovery to uncover additional opportunities to deepen the client relationship and acquire new assets
• Based on GPM analysis, design and present strategic wealth planning recommendations to clients and prospects on behalf of the Financial Advisor/Team exercising discretion to make updates as necessary
• Educate clients and prospects on different financial planning investment strategies, guidelines, and regulations
• Discover potential investment opportunities related to the client’s planning process
• Use discretion to determine the appropriate products and services to provide guidance on to clients
• Provide clients with market and stock research assistance

SKILLS, EXPERIENCE & QUALIFICATIONS

• Bachelor’s Degree in Business or in related field is preferred
• Minimum of 10 years of work experience in a field relevant to the position
• Active FINRA Series 7, 63 and 65
• Accredited Asset Management Specialist (AAMS) or Certified Financial Planner (CFP) preferred
• Life and health licenses as required
• Highly detail-oriented with superior organizational skills and ability to prioritize tasks
• Follow-up to ensure resolution and completion of tasks
• Team player with the ability to collaborate with others
• Effective written and verbal communications skills
• Excellent analytical, problem solving and critical thinking
• Independent self-starter who can manage multiple activities to defined deadlines
• Highly skilled in Microsoft Excel, PowerPoint, and Word

Reports To:

Market Business Director

Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

About the role:

We’re looking for an Investment Product Analyst / Fund Selector to join Bradesco’s Investment Products team in Miami. You’ll drive manager research and selection across mutual funds, ETFs, and alternative strategies, support product due diligence and onboarding, and partner with Sales, Compliance, and Operations to ensure products meet client needs and regulatory standards. 

Bradesco is launching an international digital investment platform, and this role will play an active part in shaping the new offering for digital clients. You will contribute to product architecture, selection, and governance for this innovative platform, ensuring a seamless experience for global investors - while continuing to support the broader investment product strategy across all channels.

The platform is initially designed primarily for W‑8 clients (non‑U.S. residents), making familiarity with international investment structures and cross‑border regulations essential. At the same time, knowledge of investment products for domestic U.S. clients is also key, as Bradesco continues to serve this segment. The team values versatility and holistic product expertise across both markets.

What you’ll do (Key Responsibilities):

• Manager & strategy research: Conduct qualitative and quantitative due diligence on prospective and existing fund managers; evaluate performance drivers, risk, process, people, and price.
• Fund selection & governance: Build recommendations and present cases to internal committees; maintain an auditable trail of research and decisions aligned with supervisory procedures.
• Product lifecycle: Support onboarding (agreements, operational readiness, data integrations) and periodic reviews (watchlists, replacements, terminations).
• Portfolio analytics: Prepare comparative analytics (factor exposures, drawdowns, scenario tests, benchmark fit) and author client‑ready narratives.
• Risk & compliance partnership: Work closely with Compliance to uphold WSP, product limits, and documentation standards; ensure due diligence files meet review requirements.
• Stakeholder collaboration: Partner with Sales, Advisory, Ops, Legal, and Technology to deliver timely product launches and updates.
• Market monitoring: Track macro, flows, fees, regulatory developments, and competitive trends to inform selection and shelf strategy.

Technical Qualifications:

• Investment analysis: Strong command of performance attribution, risk metrics (volatility, tracking error, VaR), factor and style analysis, and peer benchmarking.
• Quant toolkit: Proficiency with Excel (PowerQuery/Pivot), statistical packages (e.g., Python/R a plus), and data sources (Morningstar, Bloomberg or equivalents).
• Fund structures & operations: Working knowledge of mutual funds/ETFs/UCITS/alts, share classes, distribution, trading, and operational due diligence.
• Documentation & controls: Experience preparing due‑diligence memos, committee materials, and maintaining compliant research files aligned to supervisory procedures.
• Licensing: FINRA Series 7 strongly preferred, or willingness/ability to obtain within 6 months after hire.

What makes you successful here:

• Ownership & bias to action: Proactive, organized, and able to manage multiple workstreams against deadlines.
• Learning agility: Curious, adaptable, and eager to improve processes and tools.
• Judgment & integrity: High ethical standards; balances investment conviction with risk and compliance requirements.
• Structured communicator: Clear written and verbal communication; able to distill complex analyses into concise recommendations. Comfortable presenting to committees and to Sales team; incorporates feedback and documents decisions.
• Team player mindset: collaborative, and dependable—comfortable sharing credit and stepping up where needed. Thrives in cross‑functional settings and builds trust with stakeholders across Products, Sales, Compliance, Legal, Ops, and Technology.

Education & Experience:

• Bachelor’s degree required—Finance, Economics, Engineering, Mathematics, or a closely related field.
• 3–7 years of relevant buy‑side/sell‑side experience in manager research, product analysis, or portfolio analytics.
• Advanced degrees/designations (e.g., CFA, CAIA) are advantageous.
• Portuguese: Preferred (frequent interaction with Brazil‑based stakeholders and documents) | English: Required.

Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

Job Purpose:
BTIG is seeking an Associate Legal Counsel to join our Legal Department as a Vice President, providing hands-on legal support for our fast-growing US Investment Banking and Capital Markets businesses. BTIG's Legal Department provides legal counsel, support and advice to the firm's global business activities and group. BTIG offers a dynamic, fast-paced and entrepreneurial environment where you can build your career and contribute directly to the firm's growth.

Duties & Responsibilities:

• Advise on a broad range of investment banking and capital markets transactions across multiple product groups
• Product coverage areas include: (i) Equity Capital Markets (including public offerings, private placements, PIPEs, ATMs), (ii) Debt Capital Markets (including advisory, loan arrangement, public and private offerings, convertibles), (iii) Mergers & Acquisitions (including fairness opinion work), (iv) SPACs (including initial public offerings and de-SPAC engagements) and (v) Corporate Services (including 10b5-1 plans, stock repurchase programs)
• Experience with public and private offerings, debt and loan financings, engagement letter drafting and negotiation, transaction structuring, NDAs, fairness opinions, securities laws, conflicts management, and transaction documentation across all product coverage areas
• Collaborate closely with investment banking management and internal compliance and provide outside legal counsel supervision.
• Apply comprehensive understanding of multiple function areas, acting as a subject matter expert and advisor to the various internal business groups.

Requirements & Qualifications:

• Juris Doctor; admitted in good standing to the NY or CA bar
• Position is targeted to be in NYC or San Francisco
• 5-10 years with relevant experience at a leading law firm or financial institution, with a focus on capital markets and securities practice
• Significant experience with direct client interaction with financial services clients
• Ability to work across multiple product groups and industry coverage groups (including Healthcare, Industrials, TMT, Energy, Consumer, Real Estate, Financial Services)
• Ability to understand and be responsive to the business's needs and partner across control functions throughout the organization
• Business judgment and ability to assess legal and business risks, while providing practical advice
• Ability to multi-task and work in a fast-paced environment
• Familiarity with broker-dealer regulatory matters relevant to investment banking business
• Strong drafting, negotiation and analytical skills
• Strong organizational skills and attention to detail
• Strong communication skills, both written and verbal
• Ability to manage multiple projects and work independently
• Team player, mentor, confident and proactive

Important Notes:

• Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
• No phone calls please, the applicant will be contacted within two weeks if successful

About BTIG:

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Compensation:

• BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
• The current estimated base salary range for this role is $225,000.00 - $275,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.

Disclaimer: .

Relationship Manager – Advice & Wealth Management

Hybrid | Financial Services

Our Client is expanding its Advice & Wealth Management organization and is seeking relationship-driven professionals to manage and elevate relationships with ultra-high-net-worth clients. This is an opportunity to step into a highly visible role where trust, expertise, and long-term impact matter just as much as performance.

In this role, you’ll manage a sophisticated book of self-directed clients with $5M–$25M in assets, serving as their primary point of contact and trusted partner. You’ll combine deep relationship management with thoughtful guidance, education, and tailored solutions—helping clients navigate complex financial decisions with confidence.

Why This Role Stands Out

• Manage a premium UHNW client base with meaningful assets and long-term relationships
• Engage in high-level wealth conversations that go beyond transactions
• Grow your expertise across advanced planning, investment solutions, and advisory partnerships
• Join a culture that invests heavily in training, development, and long-term career growth

What You’ll Do

As a Relationship Manager, you will:

• Serve as the primary relationship owner for a dedicated book of self-directed ultra-high-net-worth clients, delivering a consistent, high-touch experience.
• Build deep trust and client loyalty by anticipating needs and aligning solutions through education and thoughtful guidance.
• Lead sophisticated conversations around topics such as partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving.
• Strategically manage and grow your book of business while supporting broader retention and growth initiatives.
• Connect with clients through genuine curiosity, empathy, and a strong understanding of their financial goals and values.
• Deliver exceptional service by proactively resolving issues, navigating complex requests, and ensuring a seamless client experience.
• Develop deep expertise across the organization’s products and services, using technical credibility to strengthen client relationships. (Comprehensive training is provided.)

Career Growth & Development

Our Client is hiring at multiple Relationship Manager levels, offering a clear pathway for advancement. Whether you’re ready to expand your scope or deepen your expertise with UHNW clients, you’ll be supported by structured onboarding, ongoing education, and leadership committed to your success.

What We’re Looking For

• Active or eligible FINRA registration (SIE, Series 7, and 63/65 or 66 required; certain designations may substitute per compliance).
• SIE & Series 7 required prior to start
• Series 66 may be obtained after start
• 3+ years of experience managing a book of business in financial services.
• 2+ years of experience working with high-net-worth or ultra-high-net-worth clients preferred.
• A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions.
• Comfort discussing investments and planning topics such as ETFs, mutual funds, estate and legacy planning, and charitable giving.
• Bachelor’s degree or equivalent experience demonstrating strong learning agility and leadership potential.

Work Model

This role follows a hybrid schedule, with in-office collaboration Tuesday through Thursday and remote flexibility on Mondays and Fridays.

Our client, a business-focused law firm serving clients of all sizes and industries across the United States, has an immediate need for an experienced Associate Attorney – Registered Investment Funds to join their team in Chicago.

The ideal candidate will work closely with shareholders and participate in business development and client-facing activities.

KEY RESPONSIBILITIES/REQUIREMENTS:

• 3-6 years of experience with registered investment companies and investment advisers, including regulatory and compliance matters related to federal securities laws such as the Investment Company Act of 1940 and the Securities Act of 1933.
• Ability to lead or play a key role in transactions, particularly related to investment company reorganizations or mergers.
• Experience with mutual funds, ETFs, closed-end funds, and/or independent trustees and directors.
• Proven ability to manage multiple matters simultaneously.
• J.D. degree with strong academic credentials.
• Admitted or in the process of being admitted to the applicable jurisdiction and in good standing.

WE OFFER:

• Competitive salary commensurate with experience and class year.
• Discretionary annual bonus program.
• Retirement plans including traditional pre-tax and Roth 401(k) options.
• Comprehensive health, dental, and vision insurance, along with health savings and flexible spending accounts, firm-paid life and disability benefits, and wellness programs.
• Paid time off including vacation, holidays, sick leave, and personal days.
• Opportunities for professional development through training and mentorship.
• Hybrid work model with three days in-office and two days remote.
• Additional perks including employee discounts, commuter benefits, backup child and elder care, fitness discounts, Employee Assistance Program, and more.

Apply today to be considered for this role!

Elgen Staffing is the fastest-growing staffing agency in New Jersey, leveraging the latest recruitment methods to find the best candidates across various markets and industries.

Position:Chief Investment Officer, Funds and Portfolios

Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.

The CIO, Funds and Portfolios will provide oversight of the investment processes for all tactical proprietary and non-proprietary investment products managed by the firm. This role will provide leadership, supervision, and development of tactically related investment department associates. The CIO, Funds and Portfolios will contribute to Meeder’s growth through tactically related product development, thought leadership, participation in client meetings, conferences and due diligences, and macro-and micro-firm strategy.

Primary Responsibilities

• Oversee all tactical aspects of proprietary and non-proprietary mutual funds and portfolios
• Manage all individual stock selections for mutual funds and SMID portfolios
• Direct the selection of ETFs for all tactical mutual funds and non-proprietary portfolios
• Oversee the development, enhancement, and review of all quantitative models and factor-related decisions, including our tactical asset allocation model (TAM) and growth vs. value and international decisions
• Analyze and monitor critical macroeconomic issues for their potential impact on investment portfolios
• Participate in the firm’s client communication process, including written, verbal, and multimedia reports covering portfolio performance, capital markets, and macroeconomic analysis, periodic travel to conferences and client events
• Interface with Meeder Advisor Consulting and Wealth Management teams regarding capital markets updates, changes to investment processes, and responding to questions for the marketplace
• Participate in new firm business development initiatives, including due diligence reviews and other client meetings as requested
• Foster ideas for investment product development
• Leadership of all tactical Investment Department associates including Director of Research, all tactical-related Portfolio Managers and Analysts and the Advisory Consulting Portfolio Management Team
• Participate as requested in certain Executive Team meetings
• Involvement in applicable high-level initiatives, resource decisions and acquisitions
• Manage relevant responsibilities of long-term and short-term initiatives established by Executive Team
• Participation in quarterly Meeder Funds Board meetings, as necessaryCritical Success Factors

• Strong experience leading and developing a team of investment professionals.
• Background in quantitative management of tactical investment portfolios, including factor research and risk model interpretation.
• In depth and current knowledge of macroeconomic environment, and an understanding of how economic variables impact portfolio risk exposures.
• Excellent presentations skills along with the ability to articulate complex finance and mathematical concepts in verbal and written form.
• Strong organization and time management skills with ability to multi-task.
• Excellent problem-solving skills and ability to find “outside the box” solutions.

• Bachelor’s degree required in Finance, Economics, Statistics, or other technical degree. Master’s degree preferred.
• Professional designation or advanced degree such as CFA, CMT, MBA, etc.
• Minimum 15 years of multi-asset class experience in an investment-related capacity, including senior investment leadership and management experience.
• Strong knowledge base with portfolio management software applications, including Bloomberg, S&P Capital IQ, and risk model software.