Field Consulting (NM) - Advanced, Account Performance Monitoring (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Behavioral Finance (NM) - Intermediate, Investment Performance Reporting (NM) - Intermediate, Investment Advisory (NM) - Intermediate, Financial Market Monitoring (NM) - Intermediate, Portfolio Management (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Economic Acumen (NM) - Intermediate, Investment Research (NM) - Intermediate, Attention to Detail (NM) - Advanced, Financial Services Industry Acumen (NM) - Intermediate, Storytelling through Data (NM) - Advanced, Portfolio Construction (NM) - Intermediate, Investment Products (NM) - Intermediate. Minimum 5 years relevant work experience in the financial services industry to include a broad knowledge of markets, investments, economics, accounting, and financial tools, such as Bloomberg, Morningstar, etc.