- BlackRock (Sausalito, CA)
- **About this role** **Team Overview** BlackRock Separately Managed Accounts (SMA) Solutions helps clients customize portfolios for unique tax, ... values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** We… more
- T. Rowe Price (Baltimore, MD)
- …opportunity to join us and grow your career with us. Team Summary: The Managed Accounts Implementation team is responsible for leading Sponsor program and client ... and knowledge of requirements and the process for onboarding Managed Account Sponsors and clients. + Knowledge...inclusive programming aim to lift the experience for each associate and builds allies for our global associate… more
- Morgan Stanley (West Conshohocken, PA)
- …tax teams to ensure timely and successful execution of transactions. * * ** ** * Separately Managed Account Oversight:* - Assist in the creation and launch ... responsibilities, including operational due diligence, structuring and deal execution, managed account oversight, and developing and executing...of separately managed accounts , setup to… more
- Manulife (Boston, MA)
- …Management segment manages third party assets (ie mutual funds, institutional client funds, separately managed accounts ). Audits of these businesses cover a ... this position is to work on internal audits within the North America General Account Group and the Wealth and Asset Management Segment of Manulife Financial. The… more
- Principal Financial Group (Phoenix, AZ)
- …sales targets and maintaining relationships within the channel covering our ETF's, Separately Managed Accounts , Mutual Funds, Private capabilities. **Other ... level of integrity and presentation skills. We are open to hiring above the Associate Director level for the right skills and experience.** If you have extensive… more
- Morgan Stanley (New York, NY)
- …and credit risk coverage of the MSIM's extensive Fixed Income Public Funds, Separately Managed Accounts (SMAs) and CLOs. Primary Responsibilities ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Risk Management* **Title:** * Associate , Asset Management, Fixed Income, Investment Risk* **Location:** *New… more
- Sacramento County (Sacramento, CA)
- …plan administration including claims, utilization review, cost containment procedures, and managed care programs + Pertinent group health, dental, life, deferred ... Or(C) As a group claims supervisor or major health and/or benefit account services supervisor serving a large organization (eg, 5,000 employees, not including… more
- T. Rowe Price (Baltimore, MD)
- …technology in combination with a data driven mindset + Understanding of ETFs and Separately Managed Accounts (SMA) + Project management experience FINRA ... of the portfolio investment strategy and client requirements to oversee each account 's investment activities. This includes account customization, interpreting … more
- T. Rowe Price (Baltimore, MD)
- …as CFA, CPA, or JD) + Prior experience supporting Exchange-Traded Funds (ETFs) or separately managed account platforms + Strong knowledge of relevant laws, ... inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is… more
- Morgan Stanley (New York, NY)
- …management agreements in relation to firm requirements * Perform daily surveillance of separately managed accounts , mutual funds, and products subject to ... and individuals worldwide. Morgan Stanley Investment Management is seeking an Associate to join its US Portfolio Surveillance/Investment Compliance team within the… more