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PTMA Financial Solutions

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  • 1 day ago

    Investment Risk, Reporting and Data Analyst

    PTMA Financial Solutions - St. Louis Park, MN, United States

    Bloomberg Portfolio ManagementMaintain, update, and create Portfolio Management views in Bloomberg for both Money Market Fund and SMA Portfolio Managers. Ensure data integrity and accuracy of Bloomberg views to support efficient workflows and real-time trading decision-making. Conduct ongoing testing and validation following system updates, guideline changes, or portfolio amendments; work with Compliance, Accounting, and custodial data sources to confirm daily position data accuracy. Coordinate ...

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