- Charles Schwab (Orlando, FL)
- …you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help ... clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will… more
- Charles Schwab (Westlake, TX)
- …you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help ... clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor… more
- Direct Counsel (New York, NY)
- …and hedge funds . Candidates with experience in secondary transactions, structuring separately managed accounts, and structuring carry vehicles are preferred. ... subscription agreements, and private placement memoranda . Assisting in structuring separately managed accounts and secondary transactions . Advising fund… more
- InvestCloud (New York, NY)
- …a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), ... the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial… more
- PIMCO (Austin, TX)
- …and effectively communicating PIMCO's capabilities. Strategies include Alternatives, Separately Managed Accounts (SMAs), Exchange-Traded Funds (ETFs), ... Mutual Funds, and other structures. We are open to considering candidates at various levels of expertise. The salary range for this position will be commensurate with core job responsibilities, relevant experience, internal level, and market factors, as well… more
- Staffing in Motion (New York, NY)
- …with over 200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance, asset allocation and ... securities preferences. Fee based platform that offers global portfolio management solutions. Role: In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with… more
- JTC Group (Austin, TX)
- …for the creation and administration of InsuranceDedicated Funds ("IDFs") and separately managed accounts ("SMAs"). Ourinnovative platform enables investment ... managers to create tax-compliant IDFsand SMAs that seamlessly integrate with insurance company Private PlacementVariable Annuity and Private Placement Life Insurance account platforms. SALI serves adiverse group of clients, from boutique hedge funds to the… more
- Huntington National Bank (Medina, OH)
- …Director of Portfolio Solutions is responsible for overseeing Huntington's + external separately managed account (SMA) program with an approved third-party ... Diligence Activities + Procedure 7 - Options Trading + Procedure 17 - Separately Managed Accounts or Illiquid Due Diligence + Comply with both stated procedures:… more
- Neuberger Berman (New York, NY)
- …**SMA Trading Associate** The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to Financial Intermediaries and Neuberger ... order creation systems **Requirements include:** *2 to 3 years of Separately Managed Account (SMA) trading and implementation experience *Experience with various… more
- Aflac (New York, NY)
- …mandates. Assist in performing daily operational activity to support funds and separately managed accounts activity across structured private credit, middle ... Chief Operating Officer Group in support of private assets managed internally and externally. The position will work in...pay or benefits, however, such information will be provided separately when appropriate. In addition to the base salary,… more
- TEKsystems (Naperville, IL)
- …Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, ... Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds,… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …role involves maintaining the financial integrity of our Limited Partnerships and separately managed accounts, delivering accurate GAAP financial statements, and ... journal entries, trial balances, and allocation schedules for Limited Partnerships and separately managed accounts. * Delivering accurate and timely GAAP… more
- Janus Henderson Investors (Denver, CO)
- …third-party intermediaries, NSCC contracts, institutional clients, and clients investing in separately managed accounts. + Prepare and review contracts related ... terminations as required. + Assist in managing relationships and contracts for separately managed accounts. + Prepares, analyzes, and drafted unregistered fund… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …role involves maintaining the financial integrity of our Limited Partnerships and separately managed accounts, delivering accurate GAAP financial statements, and ... journal entries, trial balances, and allocation schedules for Limited Partnerships and separately managed accounts. * Delivering accurate and timely GAAP… more
- JPMorgan Chase (New York, NY)
- …American and Global Families Group (GFG) advisors and clients across all Core, Advisory, Separately Managed Accounts (SMAs), mutual funds (JPM and 3rd party) as ... who advise clients and advisors on positioning fixed income managed strategies in the context of market and strategy...+ Positive outlook and proactive disposition + Experience with managed accounts, SMAs, mutual funds, active and passive managers… more
- JPMorgan Chase (Columbus, OH)
- …(WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts. + Perform account oversight for model ... and Investors. + Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business… more
- Bank of America (New York, NY)
- …firm's delivery of a high-quality platform of equity investment vehicles (mutual funds, separately managed accounts, active ETFs. etc.). Focus areas may vary ... depending on needs and can include US and international equities, tax- managed & direct-indexing and multi-asset portfolios. The Analyst will conduct investment… more
- KeyBank (Brooklyn, OH)
- …income, and liquid alternative fund managers, including specialized solutions and separately managed accounts. + Utilize industry-standard tools (eg, FactSet, ... diverse range of investment products-including equities, fixed income, alternative funds, and managed solutions-offered by Key Private Bank. As part of the KPB… more
- BlackRock (New York, NY)
- …with platform-wide strategic projects, such as market research, competitor analysis and separately managed accounts proposals + Work closely with investment team ... to understand and articulate investment strategy, process, and considerations and individual transactions to support client relationships **Knowledge / Experience:** A strong candidate will bring knowledge/experience in a number, but not all, of the following:… more
- Charles Schwab (Walnut Creek, CA)
- …or MBA equivalent. + Understanding of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and ... investment strategy. + Excellent oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. **What's in it for you** At Schwab, we're committed to… more
