- 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...counterparties and internal clients. **Responsibilities:** + Responsible for all SMA trading through both electronic and manual delivery methods.… more
- BlackRock (San Francisco, CA)
- …our marketing strategy of our new and existing capabilities, reporting to the Head of Separately Managed Accounts ( SMA ) and Models Marketing. **Key ... **About this role** **Vice President, USWA SMA and Options Marketer** **Our Team** BlackRock ...and wirehouses tap into the personalization and tax-efficiency of separately managed accounts (SMAs) delivered… more
- Levi, Ray & Shoup, Inc. (Minneapolis, MN)
- …seeking an experienced Business Systems Analyst (BSA) with 7+ years of experience to support Separately Managed Account ( SMA ) work in a Wealth Management ... technical specifications. + Support and contribute to projects involving Separately Managed Accounts ( SMA...experience is required, including test planning and execution. + Managed Account experience is a plus but… more
- JPMorgan Chase (New York, NY)
- …the taxable CBP team, you will be responsible for designing, constructing, and overseeing separately managed account ( SMA ) corporate bond portfolios. You ... (CBP) team resides within GFICC and manages more than $160 billion of separately managed accounts across corporate bonds, broad markets, municipal bonds, and… more
- BlackRock (Princeton, NJ)
- …complex environment + Experience with retail financial advisor industry and familiarity with separately managed accounts a strong plus + Strong time ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...the Commercial Strategy & Strategic Partnerships team within our SMA Solutions business unit. The Commercial Strategy & Strategic… 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 ... the go to / Subject Matter Expert (SME) for SMA taxable fixed income portfolio management within the technology...file manipulation, Jupyter notebooks Preferred: + Working knowledge of Separately Managed Accounts (SMAs) +… 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 ... 8540 Job Duties: Develop deep knowledge of the PI SMA Solutions platform and SMA business to...to assist portfolio managers with tasks such as auditing account holdings, identifying accounts requiring trading, updating… 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
- BlackRock (Princeton, NJ)
- …model customizations.** ** SMA Specialists** **: responsible for accelerating the growth of Separately Managed Accounts across our client base. In this ... role, you will act as a subject matter expert across full range of BlackRock SMA offerings, partner with field sales teams to deliver our solutions to clients and… more
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