- Manulife (Boston, MA)
- …with 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… more
- JPMorgan Chase (New York, NY)
- …taxable CBP team, you will be responsible for designing, constructing, and overseeing separately managed account (SMA) corporate bond portfolios. You will ... team resides within GFICC and manages more than $160 billion of separately managed accounts across corporate bonds, broad markets, municipal bonds, and preferred… more
- Neuberger Berman (New York, NY)
- …**SMA Trading Associate** The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to Financial Intermediaries and ... and order creation systems **Requirements include:** *2 to 3 years of Separately Managed Account (SMA) experience *Experience with various trading systems… more
- T. Rowe Price (Baltimore, MD)
- …+ Advanced knowledge and understanding of T. Rowe Price mutual fund, ETF, and separately managed account vehicles. + Able to establish and execute ... management strategies across multiple vehicles (ie, mutual funds, ETFs, and separately managed accounts) through registered investment advisors (RIAs) and… more
- Huntington National Bank (Columbus, OH)
- …\ Basic Qualifications: + 5+ years of product management, alternative investment or separately managed account experience + Bachelor's Degree Preferred ... for those transactions/experiences related to the alternative investment and separate account platforms. + Participate in cross functional teams, across business,… more
- Charles Schwab (Lone Tree, CO)
- …analyst's main responsibilities will be evaluating, monitoring, and selecting separately managed accounts for our Managed Account Select platform as ... SCFR provides research and evaluates managers for the Schwab Managed Account Select(R) wrap fee program and...qualitative investment research or due diligence in liquid products ( separately managed accounts, mutual funds, and ETFs)… 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...employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child… more
- Aflac (Columbia, SC)
- …take to be successful in this role? + Extensive knowledge of account management concepts, operating principles, and methodology applicable to client relationship ... management, account implementation and enrollment; a very high degree of...budget for the division and ensures that operations are managed within authorized budgets; advises, consults, and coordinates activities… more
- Sacramento County (Sacramento, CA)
- …benefits currently include: health, dental and life insurance; flexible spending account options for dependent care and unreimbursed dental and/or medical cost; ... paid bi-weekly via direct deposit into the employee's bank account . The pay period covers fourteen (14) calendar days,...provide all requested information. Each answer will be scored separately . References such as 'See Resume' as a response… more
- Lane County (OR)
- …years of responsible professional mental health experience, including experience with managed care demonstrating a comprehensive understanding of the system. + An ... employees in the Oregon Public Service Retirement Plan (OPSRP) and the Individual Account Program (IAP) following six full months of employment. (Current members are… more
- BlackRock (Princeton, NJ)
- …algorithms in python to manage and rebalance large number of fixed-income separately managed accounts efficiently. Develop and maintain advanced data handling ... and SQL scripts to assist portfolio managers with tasks such as auditing account holdings, identifying accounts requiring trading, updating account details, and… more
- Motion Recruitment Partners (Downers Grove, IL)
- …Specializes in ensuring proper trading and balancing of wrap accounts and/or separately managed institutional accounts. Manages accounts in compliance with model ... portfolios from portfolio managers and performs account re-balancing (with asset allocation staff and portfolio managers)....& Orthodontia Benefits + Vision Benefits + Health Savings Account (HSA) + Health and Dependent Care Flexible Spending… more
- Wellington (Chicago, IL)
- …billion in assets across four growth equity/venture funds and private placement debt separately managed accounts. It is the fastest growing investment group ... range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions,… 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 the day ... classes for the Investments sales desk. + Act as Fund/Firm/Separate Account /Marketing Liaison. Relay a positive attitude about department initiatives and stand… more
- Aflac (GA)
- …of operational plans and annual budget for the division, ensuring operations are managed within authorized budget limits + Stays updated with current trends and best ... is specific to the job level and takes into account the wide range of factors that are considered...pay or benefits, however, such information will be provided separately when appropriate. The salary range for this position… more
- Manulife (Boston, MA)
- …funds, ETF's, UCITS, 529 College Savings Plans, Model Portfolios, Private Assets and Separately Managed Accounts. **Key Accountabilities:** + A portion of the ... classes for the Investments sales desk. + Act as Fund/Firm/Separate Account /Marketing Liaison. Relay a positive attitude about department initiatives and stand… more
- City of Long Beach (Long Beach, CA)
- …efficient administration of all City departments, excluding those under direction of a separately elected official, Board, or Commission. Long Beach is one of only ... + High-level organizational and planning skills so that workflow is managed efficiently and accurately; set priorities, take initiative and exercise sound… 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 as ... part of a team in an investment advice driven business model. + Responsible for analyzing, proposing, and documenting portfolio trades in a team environment. + Communicate with clients about their accounts, market conditions and economic and market trends. +… more