- 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… 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
- InvestCloud (New York, NY)
- …a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), ... medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan… 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)
- …for the creation and administration of InsuranceDedicated Funds ("IDFs") and separately managed accounts ("SMAs"). Ourinnovative platform enables investment ... 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 Due Diligence...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 order creation systems **Requirements include:** *2 to 3 years of Separately Managed Account (SMA) trading and implementation experience *Experience with… 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 ... portfolio positioning, sector allocations and key risk metrics + Determine account & portfolio suitability of securities for participation in investment… more
- JPMorgan Chase (Columbus, OH)
- …(WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts. + Perform account oversight for ... non-discretionary scalable accounts across various products. + Review and trade client account portfolios, manage orders, and execute trades. + Manage cash and… 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
- 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
- Aflac (New York, NY)
- …has primary investment and asset management responsibility for Aflac's general account consisting of public, private, and growth assets (including strategic ... year in net investment income. As of year-end 2024, Aflac's total general account portfolio was approximately $100 billion. The investment teams support GI's overall… more
- State of Colorado (Colorado Springs, CO)
- …current compensation level. Any changes to compensation will be determined separately and communicated accordingly. If you have transcripts, a license or ... Provide an example of a challenging multimedia project you managed successfully? 06 Describe in detail, how do you...the best candidate for this position. Provide a detailed account of how you meet the required competencies and… more
- Aflac (Columbia, SC)
- …and annual budget for the division and ensures that operations are managed within authorized budgets; advises, consults, and coordinates planning activities with ... capital + Stays abreast of current trends and best practices in account management and development, functional operations, and technology area; directs, maintains… more
- Manulife (Boston, MA)
- …and expertise of mutual funds, ETF's, UCITS, 529 College Savings Plans and Separately Managed Accounts. **Individual Responsibilities:** + A portion of the day ... classes for the Investments sales desk. + Act as Fund/Firm/Separate Account /Marketing Liaison. Relay a positive attitude about department initiatives and stand… more
- Aflac (GA)
- …of strategic plans and annual budget and ensures that operations are managed within authorized budgets; advises, develops, reviews and approves budgets, plans, and ... is specific to the job level and takes into account the wide range of factors that are considered...pay or benefits, however, such information will be provided separately when appropriate. The salary range for this position… 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 as ... part of a team in an investment advice driven business model. + Responsible for analyzing, proposing, and documenting portfolio trades in a team environment. + Communicate with clients about their accounts, market conditions and economic and market trends. +… more
