|Morningstar Direct for fund screening, performance reporting, asset allocation, and attribution (equity and total portfolio); familiarity with FactSet Research Systems, use of the program for market data, economic analysis charting, and attribution. * Daily user of Microsoft Excel; knowledge includes work with recording and editing macros and extensive work with data reconciliation, charting, functions, and formatting; advanced knowledge of Microsoft Word & PowerPoint. * Familiarity with numerous computer programs including Microsoft Dynamics CRM; Adobe Acrobat X Pro; Charles Schwab Portfolio Center; Schwab Institutional Desktop and Equities & Mutual Fund Trading Platform; Thompson Financial Investment View; Morningstar Principia; ACT! 2006|
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