- Bank of America (New York, NY)
- Direct Indexing Portfolio Manager New York, New York **Job Description:** TheTax Advantaged Solutions Portfolio Manager (PM)within GWIM CIO ... Management will be part of a team managing CIO direct indexing portfolios. The PM will be...team. **Qualifications** Key Skill Requirements: + Knowledge of modern portfolio theory, equity risk models and mean-variance optimization. +… more
- BlackRock (Sausalito, CA)
- …clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing , fixed income, active equity, and multi-asset. We ... Role:** We are looking for a Senior Client Relationship Manager to help establish and deepen long-term relationships, primarily...skills given SMA Solution's Multi-Asset offerings across both Aperio Direct Indexing and Fixed Income Active. It… more
- BlackRock (Sausalito, CA)
- …clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing , fixed income, active equity, and multi-asset. We ... simultaneously under tight deadlines. The Client Contract Associate has no direct reports. **Key Responsibilities:** + Draft, negotiate, and review standard client… more
- BlackRock (Atlanta, GA)
- …active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital ... over time through product, and industry knowledge. The Client Manager is highly focused on understanding the needs and...data, analytics and client reporting processes acquired either through direct experience or in a consulting capacity + Strong… more