- 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 ... investor relations Strong preference for experience and familiarity with hedge fund separately managed accounts and / or less correlated strategies Excellent… 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 ... 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)
- …loan obligations (CLOs). CIG deploys it strategies across various vehicles including CLOs, separately managed accounts , private funds, mutual funds, and ... 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)
- …investment 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)
- …to 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.… 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 ... 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
- Victory Capitel (Boston, MA)
- …a wide 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… more
- Charles Schwab Inc. (Los Angeles, CA)
- …designation 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… 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 ... their true passions over time. A centralized committee oversees the staffing of all client accounts to ensure you get the experiences you need to meet your goals as… 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
- 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
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