- 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)
- …Portfolio (CBP) team resides within GFICC and manages more than $160 billion of separately managed accounts across corporate bonds, broad markets, municipal ... you will be responsible for designing, constructing, and overseeing separately managed account (SMA) corporate...investment and portfolio construction decisions for new and existing separately managed accounts , including sector… more
- Levi, Ray & Shoup, Inc. (Minneapolis, MN)
- …an experienced Business Systems Analyst (BSA) with 7+ years of experience to support Separately Managed Account (SMA) work in a Wealth Management setting. ... technical specifications. + Support and contribute to projects involving Separately Managed Accounts (SMA) and...experience is required, including test planning and execution. + Managed Account experience is a plus but… more
- Charles Schwab (Lone Tree, CO)
- …datasets relevant to mutual funds, exchange traded funds, collective investment trusts, and separately managed accounts . The ideal candidate will leverage ... 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 ... of our new and existing capabilities, reporting to the Head of Separately Managed Accounts (SMA) and Models Marketing. **Key responsibilities:** + Build… more
- Charles Schwab (Lone Tree, CO)
- …main responsibilities will be evaluating, monitoring, and selecting separately managed accounts for our Managed Account Select platform as well 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,… more
- T. Rowe Price (Baltimore, MD)
- …investment management strategies across multiple vehicles (ie, mutual funds, ETFs, and separately managed accounts ) through registered investment advisors ... revenue generation client relationship management for large, highly complex accounts across the RIA and Regional Bank channels within...understanding of T. Rowe Price mutual fund, ETF, and separately managed account vehicles. +… more
- Neuberger Berman (New York, NY)
- …the following: Portfolio management responsibilities for active quantitative strategies as customized separately managed accounts and fund structures at ... 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)
- …with the development of a new vendor integration aimed at fixed income Separately Managed Accounts (SMAs). Collaborating across multiple investment and ... Excel/Access file manipulation, Jupyter notebooks Preferred: + Working knowledge of Separately Managed Accounts (SMAs) + Working knowledge of Charles River… 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, ... entries, trial balances, and allocation schedules for Limited Partnerships and separately managed accounts . * Delivering accurate and timely GAAP financial… more
- Citigroup (New York, NY)
- … Investment Specialist team is responsible for supporting investment products through separately managed accounts and portfolio construction; these include ... 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)
- …manager's 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
- Motion Recruitment Partners (Downers Grove, IL)
- …business and/or products. Specializes in ensuring proper trading and balancing of wrap accounts and/or separately managed institutional accounts . Manages ... in compliance with model portfolios from portfolio managers and performs account re-balancing (with asset allocation staff and portfolio managers). Job Description… 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
- BlackRock (Princeton, NJ)
- …complex algorithms in python to manage and rebalance large number of fixed-income separately managed accounts efficiently. Develop and maintain advanced data ... and SQL scripts to assist portfolio managers with tasks such as auditing account holdings, identifying accounts requiring trading, updating account details,… more
- Wellington (Chicago, IL)
- …$8 billion in assets across four growth equity/venture funds and private placement debt separately managed accounts . It is the fastest growing investment ... plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account , flexible spending accounts and commuter program, employee assistance… 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 ... classes for the Investments sales desk. + Act as Fund/Firm/Separate Account /Marketing Liaison. Relay a positive attitude about department initiatives and stand… more
- Neuberger Berman (New York, NY)
- The broker-dealer channel is responsible for the distribution of mutual funds, separately managed accounts and alternative investments to wirehouses, ... This role is responsible for supporting the BD National Accounts Research Director in their efforts to grow and...(work with RFP Group, portfolio management teams, BD National Accounts team) + Effectively profile clients, developing a deep… more
- JPMorgan Chase (New York, NY)
- …financial management team, you will assist with the financial oversight of several separately managed accounts and targeted strategy funds. This includes ... Our team provides support to approximately 35 Real Estate Separate accounts . **Job Responsibilities** + **Financial Oversight:** + Oversee and coordinate financial… more
- M&T Bank (Wilmington, DE)
- …responsible for implementing centralized investment solutions, including model portfolios and separately managed accounts , data reporting, and investment ... platform support for client accounts . **Primary Responsibilities:** + Oversee and lead execution of...the Investment Committee's best thinking is implemented in client accounts , where appropriate. + Manage the team providing investment… more
Related Job Searches:
Accounts,
Managed,
Managed Accounts,
Separately Managed,
Separately Managed Accounts SMA