- 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
- 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
- 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
- JPMorgan Chase (Columbus, OH)
- …traded funds, structured notes, hedge funds, and separately managed accounts + Maintain knowledge of each account 's unique requirements and sensitivities ... + Review and trade portfolios, manage orders and execute trades across managed account business including the following: New account initial investing 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
- MetLife (Philadelphia, PA)
- …or Investment Management industry specific to Fixed Income * Onboarding experience for Separately Managed Accounts and Fund Investors * Excellent written ... in the world, with approximately $600 billion in combined managed assets. MIM has been ranked a "Best Places...* Client Advocate relating to functional utilities in Client accounts (Performance, overdrafts, aged cash, etc). This includes oversight… 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… 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… 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
- JPMorgan Chase (Columbus, OH)
- …group of JP Morgan Asset Management, you assist in designing, constructing and implementing separately managed account fixed income portfolios. You will have ... We manage a broad range of strategies, through funds and/or separate accounts , including broad market, long duration, stable value, intermediate high yield, emerging… more
- Manulife (Boston, MA)
- …and expertise of mutual funds, ETF's, UCITS, 529 College Savings Plans and Separately Managed Accounts . **Individual Responsibilities:** + A portion of ... classes for the Investments sales desk. + Act as Fund/Firm/Separate Account /Marketing Liaison. Relay a positive attitude about department initiatives and stand… more
- Charles Schwab (San Francisco, CA)
- …will be responsible for: + Conducting credit analysis and make security recommendations for separately managed accounts (SMAs), mutual funds, and ETFs + ... to make appropriate investment recommendations for the funds and SMA accounts . **Preferred Qualifications:** + Strong writing skills. Experience writing investment… more
- JPMorgan Chase (New York, NY)
- …including taxable and tax-free money market funds, short-term fixed income funds and separately managed accounts . + **Multi-Asset Solutions:** We manage ... through active mutual funds, model portfolios, and custom institutional accounts . Our team includes portfolio managers, quantitative research analysts, fundamental… more
- Manulife (Tempe, AZ)
- …develop 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… 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.… 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