- InvestCloud (New York, NY)
- …and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts ( SMA ), the company is committed to ... medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan… more
- Golub Capital (New York, NY)
- …Position Responsibilities The Vice President will serve as a point of contact for separately managed account clients and as a subject matter expert ... for the separately managed account program. Primary...the client's investment management agreement Assisting with onboarding new accounts and coordinating with IPG and internal partners to… 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… more
- Huntington National Bank (Medina, OH)
- Description The Director of Portfolio Solutions is responsible for overseeing Huntington's + external separately managed account ( SMA ) program with an ... 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
- JPMorgan Chase (New York, NY)
- …for US Fixed Income strategies, including High-Yield Corporate Credit, Municipal Markets, and Retail Separately Managed Accounts ( SMA ), you will leverage ... your deep understanding of markets and portfolio behavior to guide decisions that balance fiduciary responsibility, client outcomes, and innovation. Your responsibilities will encompass oversight in areas such as investment, liquidity, and counterparty risks,… more
- BlackRock (San Francisco, CA)
- …complex environment + Experience with retail financial advisor industry and familiarity with separately managed accounts a strong plus + Strong time ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...the Commercial Strategy & Strategic Partnerships team within our SMA Solutions business unit. The Commercial Strategy & Strategic… more
- Charles Schwab (San Francisco, CA)
- …will be responsible for: + Conducting credit analysis and make security recommendations for separately managed accounts (SMAs), mutual funds, and ETFs + ... apply analysis to make appropriate investment recommendations for the funds and SMA accounts . **Preferred Qualifications:** + Strong writing skills. Experience… more
