5+ YOE5+ years investment product research experience; Bachelor's degree in business or investment-related field; advanced knowledge of MFs, ETFs, SMAs, SEC/regulatory rules; Series 7 and 66 (or 63 & 65) within six months; strong quantitative and regulatory expertise.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Morningstar Direct
Lumeris: Providing AI-enabled technology and services for value-based healthcare.
3+ YOEHigh school diploma or GED and 3+ years of related experience. Requires advanced Facets, Medicare claims, regulatory, research, problem-solving, communication, and Microsoft Office skills.