We're looking for individuals with strong research and critical thinking skills, as well as familiarity with large data sets and data tools.
You will coach and develop them in retaining and growing their portfolio; building advocacy within our customer base through education, best practice usage, and…
We provide interactive investment reporting and analysis solutions for clients in the financial sector such as asset managers, family offices and various…
Participate in prospects conversations by phone as well as online or physical meetings (this includes preparation and follow-up).