- Golub Capital (New York, NY)
- …Firm's position in the industry, specifically with regard to direct lending and asset management , as well as the competitive landscape. Monitors industry trends ... data to ensure the Firm is complying with the client 's investment management agreement Assisting with onboarding new accounts and coordinating with… more
- InvestCloud (New York, NY)
- …reports and operational review materials to be used by the executive management team for making strategic decisions Support decision-making processes, by providing ... financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of...a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms… more
- BlackRock (San Francisco, CA)
- …all aspects of the SMA business Requirements: + 7-10 years of relevant asset management industry experience with SMA experience preferred + Knowledge of ... exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...Product, US Wealth, Portfolio Management , and Institutional client teams to ensure appropriate positioning of SMA… more
- BlackRock (Princeton, NJ)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...and foundations. **About This Role** Within the Core PM SMA Team you will be involved in all aspects… more
- Neuberger Berman (New York, NY)
- …a private, independent, employee-owned investment manager with $508 billion in assets under management as of December 31, 2024. The firm manages a range of ... strategies-including equity, fixed income, quantitative and multi- asset class, private equity, real estate and hedge funds-on...Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more).… more
- Neuberger Berman (New York, NY)
- …equities, fixed income, derivative, mutual fund, ETF, SMA , and Alternative asset classes and structure client solutions that may incorporate multiple ... Neuberger Berman is seeking an experienced and dynamic Head of our Transition Management and Client Experience. The successful candidate will be responsible for… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …of experience in product ownership or product management , ideally within wealth management , asset management , or fintech. * Strong domain expertise in ... **Product Manager Wealth Management ** **Category:** Project Management **Main location:**...aligning cross-functional teams, and delivering impactful solutions that meet client needs and regulatory standards in a complex financial… more
- CBRE (New York, NY)
- … work order systems (Angus, Building Engines, etc.). Working knowledge of asset management , property management , leasing, disposition, and development. ... candidate will have prior exposure to more than one asset type; at minimum, the candidate should have significant...to motivate and negotiate effectively with key employees, top management , and client groups to take desired… more
- BlackRock (New York, NY)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...foundations. **About this Role** Our unique approach to portfolio management requires development of custom software to ensure efficient… more
- JPMorgan Chase (New York, NY)
- …the status quo and striving to be best-in-class. As a Vice President within the Asset Management Independent Risk function, you will be at the forefront of ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- M&T Bank (Wilmington, DE)
- … Management organizations. This includes Financial Products, Investment & Asset Management , Accounting, Client Reporting, Loan Origination, Payments ... to all aspects of asset and investment management : from order generation, to trading, client ...trading, order generation, and process automation in UMA and SMA environments. **Education and Experience (Required):** ** ** **Degree:**… more
- BlackRock (San Francisco, CA)
- …required. . 7+ years of experience in a business development/sales role focusing on asset management or wealth management . . Strong territory management ... and financial advisors and is responsible for all aspects of the client relationship and for driving sales through multiple channels, including RIAs, Independents… more
