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Investment Specialist

Ameriprise- Wealthbridge Advisors - Sequim, WA

Mar 17, 2022

Familiarity/Experience with Vestmark, Thompson, Morning Star and knowledge of YCharts. * Work with Investment Manager to complete a case analysis in preparation of advisor/client meetings. * Prepare ...

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Overnight Trader - Global Equity

Aristotle Capital Management - Newport Beach, CA

Feb 25, 2022

Charles River Investment Management Solution (CRIMS), Bloomberg, Geneva, APL, Vestmark * Extensive knowledge of domestic and foreig

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Portfolio Administrator/Research Assistant

Aristotle Capital Management - Newport Beach, CA

Feb 25, 2022

In-depth knowledge of Charles River Investment Management Solution, Bloomberg, Vestmark, APL, Geneva, and MS Office. * Strong quantitative, analytical and communication skills. * Excellent ...

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