- 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
- Neuberger Berman (New York, NY)
- …**SMA Trading Associate** The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to Financial Intermediaries and ... and mutual fund order flow *Generating orders for new accounts , flows, terminations and tax management requests *Reviewing portfolio...creation systems **Requirements include:** *2 to 3 years of Separately Managed Account (SMA) experience… 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
- 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
- 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
- JPMorgan Chase (New York, NY)
- …including taxable and tax-free money market funds, short-term fixed income funds and separately managed accounts . + **Multi-Asset Solutions:** We manage ... through active mutual funds, model portfolios, and custom institutional accounts . Our team includes portfolio managers, quantitative research analysts, fundamental… more
- T. Rowe Price (New York, NY)
- …+ In-depth knowledge of Alts and competing investment vehicles such as mutual funds, separately managed accounts , etc. + Prior experience in private credit. ... + Proven ability to manage a team of sales professionals who are responsible for directly driving sales with clients / intermediaries. + Proven experience in direct new business generation. + Exceptional communication skills including written, verbal, and… more
- City National Bank (New York, NY)
- …and due diligence efforts for approved mutual funds, exchange traded funds (ETFs), separately managed accounts (SMAs) and alternative managers and ... strategies. The role will also require Operational Due Diligence oversight for many different investment vehicles.Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues,… more
- BlackRock (New York, NY)
- …helping with platform-wide strategic projects, such as market research, competitor analysis and separately managed accounts proposals + Work closely with ... investment team to understand and articulate investment strategy, process, and considerations and individual transactions to support client relationships **Knowledge / Experience:** A strong candidate will bring knowledge/experience in a number, but not all,… more
- Nuveen Investments (New York, NY)
- …manages $12.5 billion in AUM, and its investment strategies include mutual funds, separately managed accounts , comingled strategies and other institutional ... mandates, including for Nuveen's parent company, TIAA. Position will be ideally located in the New York, NY, office. **Key Responsibilities and Duties** + Evaluate and monitor the credit quality characteristics of a portfolio of Emerging Market corporate and… more