- Manulife (Boston, MA)
- …the Private Client Group within Manulife and will provide trade support to the separately managed account "SMA" or retail wrap business unit. This involves both ... SMA and UMA trading and includes both US and Canadian strategies. Traders will maintain and build relationships with external counterparties and internal clients. **Responsibilities:** + Responsible for all SMA trading through both electronic and manual… more
- JPMorgan Chase (New York, NY)
- …(CBP) team resides within GFICC and manages more than $160 billion of separately managed accounts across corporate bonds, broad markets, municipal bonds, and ... taxable CBP team, you will be responsible for designing, constructing, and overseeing separately managed account (SMA) corporate bond portfolios. You will work… more
- Charles Schwab (Lone Tree, CO)
- …relevant to mutual funds, exchange traded funds, collective investment trusts, and separately managed accounts. The ideal candidate will leverage your deep ... data, including mutual funds, exchange traded funds, collective investment trusts, and separately managed accounts. + Oversee the onboarding and maintenance of… more
- BlackRock (San Francisco, CA)
- …helping advisors, RIAs, and wirehouses tap into the personalization and tax-efficiency of separately managed accounts (SMAs) delivered by our experienced team of ... of our new and existing capabilities, reporting to the Head of Separately Managed Accounts (SMA) and Models Marketing. **Key responsibilities:** + Build and… more
- Charles Schwab (Lone Tree, CO)
- …due diligence analyst's main responsibilities will be evaluating, monitoring, and selecting separately managed accounts for our Managed Account Select ... experience in qualitative investment research or due diligence in liquid products ( separately managed accounts, mutual funds, and ETFs) + BA/BS degree required +… more
- Neuberger Berman (New York, NY)
- …following: Portfolio management responsibilities for active quantitative strategies as customized separately managed accounts and fund structures at scale ... managing daily cash, flows, and related accounting functions for funds or separately managed accounts. HOURS: Full-Time; Mon-Fri (40 hrs/week) SALARY: $105,000… more
- T. Rowe Price (Baltimore, MD)
- …the development of a new vendor integration aimed at fixed income Separately Managed Accounts (SMAs). Collaborating across multiple investment and technology ... queries, Excel/Access file manipulation, Jupyter notebooks Preferred: + Working knowledge of Separately Managed Accounts (SMAs) + Working knowledge of Charles… more
- T. Rowe Price (Baltimore, MD)
- …management strategies across multiple vehicles (ie, mutual funds, ETFs, and separately managed accounts) through registered investment advisors (RIAs) and ... knowledge and understanding of T. Rowe Price mutual fund, ETF, and separately managed account vehicles. + Able to establish and execute a disciplined and… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …role involves maintaining the financial integrity of our Limited Partnerships and separately managed accounts, delivering accurate GAAP financial statements, and ... journal entries, trial balances, and allocation schedules for Limited Partnerships and separately managed accounts. * Delivering accurate and timely GAAP… more
- Citigroup (New York, NY)
- … Investment Specialist team is responsible for supporting investment products through separately managed accounts and portfolio construction; these include Citi ... Responsible for reaching revenue and Net New Investment Asset targets in the managed solutions portion of our business while ensuring broad participation across all… more
- PNC (Philadelphia, PA)
- …discretion. PNC Fixed Income manages over fourteen billion in multi-sector fixed income separately managed accounts for a very diverse set of clients. All ... portfolios are actively managed by the investment team with a focus on...with a primary focus on adding excess return within managed portfolios through credit selection. The Senior Analyst role… more
- KeyBank (Brooklyn, OH)
- …clients and media representatives. * Assist in the management and monitoring of separately managed portfolios. * Partner with field portfolio management team in ... * Offer expertise as it relates to the assembly of internally managed strategies that address an evolving investment landscape. REQUIRED QUALIFICATIONS * Bachelor's… more
- Huntington National Bank (Columbus, OH)
- …Qualifications: + 5+ years of product management, alternative investment or separately managed account experience + Bachelor's Degree Preferred Qualifications: ... + Ability to influence cross-functional teams, from presenting conceptual ideas to execution. + Excellent written and verbal communication skills, including the ability to create and deliver presentations and communicate within and outside the organization. +… more
- JPMorgan Chase (Columbus, OH)
- …goals for your territory through successful marketing of our mutual funds, ETFs, and separately managed accounts. This role is ideally suited for team members ... who thrive in a collaborative environment, possess strong communication skills, and are passionate about making a significant impact in helping others achieve their investment goals. **Job Responsibilities:** + Develop strong relationships with top-tier… more
- BlackRock (New York, NY)
- …with platform-wide strategic projects, such as market research, competitor analysis and separately managed accounts proposals + Work closely with investment team ... to understand and articulate investment strategy, process, and considerations and individual transactions to support client relationships **Knowledge / Experience:** A strong candidate will bring knowledge/experience in a number, but not all, of the following:… more
- Charles Schwab (Radnor, PA)
- …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 their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor… more
- BlackRock (Princeton, NJ)
- …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
- Nuveen Investments (New York, NY)
- …$12.5 billion in AUM, and its investment strategies include mutual funds, separately managed accounts, comingled strategies and other institutional mandates, ... including for Nuveen's parent company, TIAA. Position will be ideally located in the New York, NY, office. **Key Responsibilities and Duties** + Evaluate and monitor the credit quality characteristics of a portfolio of Emerging Market corporate and financial… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of team management experience. + Deep knowledge of mutual funds, ETFs, and separately managed accounts. + Strong understanding of financial reporting, GAAP, and ... regulatory compliance. + Advanced education (MBA or relevant designation) preferred. Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether… more
- JPMorgan Chase (Washington, DC)
- …JPMorgan's market share across various platforms such as mutual funds, ETFs, separately managed accounts, model portfolios, direct indexing, and 401K platforms. ... You will be working closely with top IBD partner firms like LPL, Raymond James, Ameriprise, Edward Jones, RBC, Commonwealth, Osaic, Cetera, and more. Your responsibilities will also include deepening client relationships through consultative engagement and… more
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