- KeyBank (Brooklyn, OH)
- …Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Operations SMA ( Separately Managed Account) Analyst is responsible for overall support for ... ensuring transactions are processed, handling inquires/requests and quality control for Separately Managed Account (SMA) clients. Specific functions include… more
- JPMorgan Chase (New York, NY)
- …of traditional investments, including mutual funds, Exchanged Traded Funds (ETFs), and Separately Managed Accounts (SMAs) offered through the Private Bank, Chase ... **Our Team** As a part of Investment Solutions, the Managed Product Group serves as subject matter experts and is responsible for product management… more
- Charles Schwab (San Francisco, CA)
- …guidelines for all Schwab proprietary Mutual Funds, ETFs, Collective Trusts, and Separately Managed Account products. In addition to managing the guidelines, ... day to day trading activities of portfolio managers in mutual funds, ETFs, and separately managed accounts + Code new compliance tests and improve existing tests… more
- T. Rowe Price (Baltimore, MD)
- …Knowledge of derivatives and multiple asset classes + Understanding of ETFs and Separately Managed Accounts (SMA) + Project management experience + Experience ... to you . Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading...groups within the firm including investments, client service, and operations . May be involved in client presentations and/or due… more
- CIBC (Boston, MA)
- …allocation modeling. + Support the management of both internal portfolios and custom separately managed accounts (SMAs) tailored to individual client mandates. + ... culture. **What you'll be doing** We are seeking a highly motivated Senior Investment Analyst to join our Private Equity and Venture Capital Team. You will be… more