- Neuberger Berman (New York, NY)
- The Managed Account Group (MAG) provides Separately Managed Account ( SMA ) solutions for financial intermediaries and direct client channels. The ... and mutual funds. These strategies are offered to numerous SMA and Unified Managed Account ...to monitor and research performance dispersion for manager traded accounts and model delivery. + Lead crucial administrative and… more
- Charles Schwab (Chicago, IL)
- …the end-to-end offer management for our third-party and proprietary managed investing, primarily Separately Managed Accounts ( SMA ). To do this, we ... & Insurance, and 529) as well as our proprietary Separately Managed Accounts . Our mission...Lead/support day-to-day management of our existing proprietary and third-party separately managed account offerings to… more
- BlackRock (Princeton, NJ)
- …and foundations. **About this Role** BlackRock's SMA Solutions business is seeking a Separately Managed Account ( SMA ) Portfolio Manager to work ... basis, you will actively deliver a broad set of separately managed account investment solutions...* Experience with trading, implementation, or operations of retail separately managed accounts ( SMA… more
- Aegon Asset Management (Denver, CO)
- …funds, commodity pools, collective investment trusts, and exchange traded funds (ETFs) and separately managed accounts ( SMA ) program. Provide strategic ... Qualifications + Securities and/or compliance designations + Experience supporting retail separately managed account /wrap programs (SMAs) Working Conditions… more
- T. Rowe Price (Baltimore, MD)
- …+ Knowledge of derivatives and multiple asset classes + Understanding of ETFs and Separately Managed Accounts ( SMA ) + Project management experience ... of the portfolio investment strategy and client requirements to oversee each account 's investment activities. This includes account customization, interpreting … more
- BlackRock (Princeton, NJ)
- …Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts in partnership with generalist relationship ... managers across all advisor segments (Wirehouse, Independent and RIA). SMA Specialists serve as a subject matter expert across...subject matter expert across the full range of BlackRock SMA offerings including active FI and equity SMAs, Aperio… more
- BlackRock (Sausalito, CA)
- …**Responsibilities** * Perform daily cash and position reconciliation of several thousand separately managed accounts . * Collaborate with custodians, ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...to and process corporate action notifications across all Aperio managed accounts via email, fax, and various… more
- T. Rowe Price (Baltimore, MD)
- …with fixed income/equity portfolios + Understanding of ETFs and Separately Managed Accounts /Model Delivery ( SMA ) products + Experience extracting, ... managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also be expected to provide support to the… more
- JPMorgan Chase (Columbus, OH)
- …be responsible for facilitating new account set up processes for our Tax Smart Separately Managed Accounts (SMAs). You will interact with a range of ... that few other firms can match. As a Client Account Specialist supporting our Customized Managed ...in internal systems in a timely manner to ensure accounts are invested in accordance to established SLAs and… more
- BlackRock (New York, NY)
- …clients. We are seeking a highly experienced leader with deep expertise in the Separately Managed Accounts to lead the organization towards the next ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...in client assets across direct index and active strategies, SMA Solutions is a rapidly growing business within USWA… more
- BlackRock (Philadelphia, PA)
- …**Responsibilities** * Perform daily cash and position reconciliation of several thousand separately managed accounts . * Collaborate with custodians, ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...offices to endowments and foundations. **About the Role** BlackRock SMA Solutions empowers clients to customize portfolios for tax… more