Prior experience must include two (2) years in the following: designing and preparing pitchbooks and marketing materials utilizing MS Office tools, including MS Work skills, document formatting and layout, collaboration tools, tracking changes, and table and chart formatting; using template styles and MS PowerPoint, including navigating slide master, creating tables, charts, graphs, diagrams with embedded data inputs and formatting, and creating and managing varying templates; synthesizing and presenting research analysis and economic trends; utilizing MS Excel, including the use of pivot tables, v-lookups, table creation, adding filter and sorting, cell formatting, conditional formatting, charting, including formulas and conditional inputs to synthesize data sets, find trends, and present data; liaising internally with cross-functional teams to plan and drive projects from concept to a final product; utilizing Factset and Bloomberg Terminal to perform portfolio and general market analysis, including using portfolio analytics for attribution, holdings, and characteristics assessments and reports; and creating model portfolios, stock assessments, using charting to assess various valuations and performance metrics across portfolios and indices, and assessment of macroeconomic conditions. Requires: Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Accounting or related business-oriented field and two (2) years of experience in the job offered or a related role.