- 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
- 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
- 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
- JPMorgan Chase (Columbus, OH)
- …including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts + Maintain knowledge of each account's unique ... + Review and trade portfolios, manage orders and execute trades across managed account business including the following: New account initial investing and phase… more
- Charles Schwab (Lone Tree, CO)
- …managers, SAM offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of ... most investors. As of March 31, 2025, Schwab Asset Management managed approximately $1.4 trillion on a discretionary basis and $33.8 billion on a non-discretionary… more
- JPMorgan Chase (New York, NY)
- …These investments, whether proprietary or managed by third parties, include Separately Managed Accounts (SMAs), Mutual Funds (MFs), and Exchange Traded Funds ... (ETFs) across all asset classes. In addition, the team is responsible for managing the product lifecycle across these programs and driving key strategic changes to streamline offerings across the channels. This Product role will require strong expertise across… more
- MetLife (Philadelphia, PA)
- …or Investment Management industry specific to Fixed Income * Onboarding experience for Separately Managed Accounts and Fund Investors * Excellent written and ... investors and asset managers in the world, with approximately $600 billion in combined managed assets. MIM has been ranked a "Best Places to Work in Money… 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
- Manulife (Tempe, AZ)
- …a strong understanding of mutual funds, ETF's, UCITS, 529 College Savings Plans and Separately Managed Accounts. As part of the requirements for this role, you ... will need to acquire the Series 7 and Series 66 securities licenses within 120 days of hire so that you can then begin your career as a licensed financial professional. We will cover all costs associated with acquiring these licenses and will provide you with… more
- Janus Henderson Investors (Denver, CO)
- …of financial industry products such as mutual funds, ETF's, model portfolios and separately managed accounts (SMA's) to respond to client inquiries, provide ... answers, and to identify selling opportunities. + Ability to initiate outbound sales telephone calls to clients provide sales ideas, answers product questions, provide performance data, identify new sales opportunities, and help launch new products. Nice to… more
- Charles Schwab (Bellevue, WA)
- …you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help ... clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will… more
- Charles Schwab (Walnut Creek, 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. In addition to a base salary range posted, this role is also… more
- Charles Schwab (San Francisco, CA)
- …be responsible for: + Conducting credit analysis and make security recommendations for separately managed accounts (SMAs), mutual funds, and ETFs + Support ... portfolio managers in the security selection process which includes providing sector and issuer-specific risk assessments; + Determining internal issuer/security ratings; + Preparing detailed, concise, and accurate credit reports; + Provide verbal credit… more
- BlackRock (San Francisco, CA)
- …complex environment + Experience with retail financial advisor industry and familiarity with separately managed accounts a strong plus + Strong time management, ... organizational and problem-solving skills + Ability to clearly articulate objectives and influence outcomes + Excellent verbal and written communication skills along with demonstrated analytical ability + Effective public speaking and communication skills +… more
- Citigroup (New York, NY)
- …due-diligenced investment products across the spectrum including mutual funds, ETFs, separately managed accounts (SMAs), CIO-selected thematics, and alternative ... investments. The Director will lead coordination across product, operations, risk, and compliance to ensure all investment solutions meet regulatory, operational, and suitability standards. This leader will play a central role in enabling platform-scale… more
- JPMorgan Chase (Columbus, OH)
- …of JP Morgan Asset Management, you assist in designing, constructing and implementing separately managed account fixed income portfolios. You will have expertise ... in securitized asset (Mortgage-Backed, Asset-Backed, Commercial Mortgage- Backed) markets/sectors and instruments, to generate relative value ideas that can be implemented in the construction of diversified (risk and duration) portfolios appropriate for… more
- JPMorgan Chase (New York, NY)
- …taxable and tax-free money market funds, short-term fixed income funds and separately managed accounts. + **Multi-Asset Solutions:** We manage multi-asset ... portfolios investing across equities, fixed income, alternatives, and FX. Our strategies are informed by the insights of our quantitative and fundamental research teams and access the investment solutions from across JPMorgan Asset Management. Clients access… more