- Goldman Sachs, Inc. (New York, NY)
- …regions and client channels, with a specific focus on our multi-manager separately managed account strategy. Additional responsibilities include ability to: ... Strong preference for experience and familiarity with hedge fund separately managed accounts and / or less correlated strategies Excellent communication… more
- Ethic (New York, NY)
- …implementation of Ethic's quantitative investment strategies with a focus on direct indexing separately managed accounts, fund models and unified managed ... and create customized investment solutions across direct indexing, fund models and unified managed accounts. Be the subject matter expert to communicate to a wide… more
- UBS (Chicago, IL)
- …obligations (CLOs). CIG deploys it strategies across various vehicles including CLOs, separately managed accounts, private funds, mutual funds, and other ... US Operations, and ensuring compliance and operational risks are identified, assessed, and managed properly. Your expertise *ideally 5 - 10+ years of experience in… more
- Selby Jennings (St. Petersburg, FL)
- …vehicles, including exchange-traded funds (ETFs), mutual funds, a venture fund, and separately managed accounts. The ideal candidate will have 5+ years ... of professional experience, with strong programming skills in both Python and JavaScript. Highly effective communicators, capable of collaborating across teams and translating technical solutions into clear, actionable insights. What You'll Do: Build… more
- Meeder Asset Management Inc (Dublin, OH)
- …offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management ... solutions. At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They… more
- Staffing in Motion (New York, NY)
- …with over 250 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
- Victory Capitel (Boston, MA)
- …array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, ... collective investment trusts, private funds, a 529 Education Savings Plan and brokerage services. Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the US and around the world. To learn more please visit… more
- Charles Schwab Inc. (Los Angeles, 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. Self-motivated and ability to travel part-time, or as needed to… more
- FTI Consulting, Inc (New York, NY)
- …FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed . FTI Consulting is publicly ... traded on the New York Stock Exchange. For more information, visit www.fticonsulting.com and connect with us on Instagram and LinkedIn. FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin,… 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
- KeyBank (Brooklyn, OH)
- …clients and media representatives. * Assist in the management and monitoring of separately managed portfolios. * Partner with field portfolio management team in ... * Offer expertise as it relates to the assembly of internally managed strategies that address an evolving investment landscape. REQUIRED QUALIFICATIONS * Bachelor's… 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
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