- Charles Schwab (San Francisco, CA)
- …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
- Health eCareers (New York, NY)
- …stroke and neurovascular diseases are not included in this role, as these are separately managed by our world-class Stroke Team. You will frequently collaborate ... with our superb neurosurgical and neurological subspecialists (particularly in epilepsy and stroke). There is an opportunity to participate in cutting-edge teleneurology coverage for interested candidates. Finally, given the Department's close connection with… 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 duties and responsibilities include, but are not limited to: Becoming an expert in each client's investment… more
- Geode Capital Management (Boston, MA)
- …classes, including commodities and options, for registered funds, commingled pools and separately managed accounts seeking an Index Analyst Geode's equity index ... developed markets, emerging markets and thematic indices. The vehicles managed include ETF's, separately managed accounts, and sub-advised mutual funds for… 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
- Allspring (Chicago, IL)
- …step in your career journey. POSITION The Advisory Specialist is an expert in separately managed accounts and is passionate about working with Financial Advisors ... to improve client portfolios and enhance Allspring's tax- managed platform sales across the wealth management space. This role requires strong relationship management… more
- Bitwise Asset Management (San Francisco, CA)
- …of excellence managing a broad suite of indexes, active solutions across ETFs, separately managed accounts, private funds, and hedge fund strategies. Bitwise is ... access to the crypto ecosystem. We provide education, partnership, and professionally managed investment products tailored to this group's needs, to help them build… 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
- 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
