- Neuberger Berman (New York, NY)
- …Managed Account (UMA) platforms and distribution networks. In this role you will own the data oversight & management for SMA , in addition to executive metric ... anchoring data governance and operational enablement for the SMA business . Partnering with Portfolio Management, Legal/Compliance, Technology, Sales,… more
- BlackRock (Sausalito, CA)
- **About this role** Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct ... to family offices to endowments and foundations. About the Role BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values… more
- BlackRock (New York, NY)
- …Compliance Department protects the firm's reputation and provides advice to the business focused on ensuring the protection of our clients' best interests. The ... department operates in a dynamic environment, partnering with the business to understand evolving strategies, advising on regulatory impacts, and fostering a strong… more
- TAD PGS, Inc. (Tempe, AZ)
- …to the aforementioned responsibilities , the Chief Engineer is charged with oversight of the fire and life safety systems, assisting Property Management staff ... relative to capital projects, major repair and maintenance, and utility data . + Maintain blueprints, specifications and maintenance manuals for the property.… more
- JPMorgan Chase (New York, NY)
- …will include:** + Daily portfolio management tax-aware separately managed account ( SMA ) portfolios, with the dual mandate of tracking investment objectives while ... generating tax benefits for clients. + Ongoing oversight of portfolio and strategy level performance and attribution...6-8 years of full-time relevant work experience + Strong data and analytical skills + Experience with portfolio optimizers… more
