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. Coordinate communication and platform wide updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales) regarding managers and Funds.