- 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… more
- Direct Counsel (New York, NY)
- …capital, and hedge funds . Candidates with experience in secondary transactions, structuring separately managed accounts , and structuring carry vehicles are ... subscription agreements, and private placement memoranda . Assisting in structuring separately managed accounts and secondary transactions . Advising fund… more
- InvestCloud (New York, NY)
- …scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the ... medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan… more
- PIMCO (Austin, TX)
- …complexity, 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,… 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 ... The firm also covers all travel expenses and gives you an expense account . Compensation:$100,000 base salary to start + uncapped commission, with average total… more
- JTC Group (Austin, TX)
- …solution for the creation and administration of InsuranceDedicated Funds ("IDFs") and separately managed accounts ("SMAs"). Ourinnovative platform enables ... insurance company Private PlacementVariable Annuity and Private Placement Life Insurance account platforms. SALI serves adiverse group of clients, from boutique… more
- Huntington National Bank (Medina, OH)
- …The Director of Portfolio Solutions is responsible for overseeing Huntington's + external separately managed account (SMA) program with an approved ... Procedure 7 - Options Trading + Procedure 17 - Separately Managed Accounts or Illiquid...client meetings with PM's or Advisors: + Review specific account issues/intent. + Overall assistance and required paperwork needs… more
- Neuberger Berman (New York, NY)
- …**SMA Trading Associate** The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to Financial Intermediaries and ... and mutual fund order flow *Generating orders for new accounts , flows, terminations and tax management requests *Reviewing portfolio...creation systems **Requirements include:** *2 to 3 years of Separately Managed Account (SMA) trading… 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...is specific to the job level and takes into account the wide range of factors that are considered… 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, ... entries, trial balances, and allocation schedules for Limited Partnerships and separately managed accounts . * Delivering accurate and timely GAAP financial… more
- Janus Henderson Investors (Denver, CO)
- …through third-party intermediaries, NSCC contracts, institutional clients, and clients investing in separately managed accounts . + Prepare and review ... 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, ... entries, trial balances, and allocation schedules for Limited Partnerships and separately managed accounts . * Delivering accurate and timely GAAP financial… more
- JPMorgan Chase (Columbus, OH)
- …mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts . + Perform account oversight for model drift ... manage orders, and execute trades. + Manage cash and security activity/drift in client accounts . + Handle client account requests and maintenance. + Align client… 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) ... to detail + Positive outlook and proactive disposition + Experience with managed accounts , SMAs, mutual funds, active and passive managers + Good judgment and… more
- Bank of America (New York, NY)
- …the 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)
- …fixed income, and liquid alternative fund managers, including specialized solutions and separately managed accounts . + Utilize industry-standard tools (eg, ... 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
- Zions Bancorporation (Las Vegas, NV)
- …fiduciary and compliance training and education. + Experienced in mutual funds, ETFs, separately managed accounts , and private capital. + Work effectively ... trades in a team environment. + Communicate with clients about their accounts , market conditions and economic and market trends. + Effectively implements investment… more
- JPMorgan Chase (Columbus, OH)
- …group of JP Morgan Asset Management, you assist in designing, constructing and implementing separately managed account fixed income portfolios. You will have ... We manage a broad range of strategies, through funds and/or separate accounts , including broad market, long duration, stable value, intermediate high yield, emerging… more
