- 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) trading… more
- Aflac (New York, NY)
- … mandates. Assist in performing daily operational activity to support funds and separately managed accounts activity across structured private credit, middle ... Chief Operating Officer Group in support of private assets managed internally and externally. The position will work in...is specific to the job level and takes into account the wide range of factors that are considered… more
- JPMorgan Chase (New York, NY)
- …American and Global Families Group (GFG) advisors and clients across all Core, Advisory, Separately Managed Accounts (SMAs), mutual funds (JPM and 3rd party) ... to detail + Positive outlook and proactive disposition + Experience with managed accounts , SMAs, mutual funds, active and passive managers + Good judgment and… more
- Bank of America (New York, NY)
- …the firm's delivery of a high-quality platform of equity investment vehicles (mutual funds, separately managed accounts , active ETFs. etc.). Focus areas may ... vary depending on needs and can include US and international equities, tax- managed & direct-indexing and multi-asset portfolios. The Analyst will conduct investment… 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
- Citigroup (New York, NY)
- …of due-diligenced investment products across the spectrum including mutual funds, ETFs, separately managed accounts (SMAs), CIO-selected thematics, and ... alternative investments. The Director will lead coordination across product, operations, risk, and compliance to ensure all investment solutions meet regulatory, operational, and suitability standards. This leader will play a central role in enabling… more
- JPMorgan Chase (New York, NY)
- …timely solutions. You will play a key role in marketing mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. ... This role provides an opportunity to demonstrate your passion for the financial industry. **Job Responsibilities:** + Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorgan… more
- Charles Schwab (New York, NY)
- …you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts , option trading), setting you up for success to ... help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to… more
- JPMorgan Chase (New York, NY)
- …objectives for your territory through successful marketing of our mutual funds, ETFs, and separately managed accounts . This role is ideally suited for team ... members who enjoy collaborative work, possess strong communication skills, and derive satisfaction from helping others achieve their investment goals. We are in search of a dynamic, consultative, sales-oriented team member with a genuine passion for the… more
- JPMorgan Chase (New York, NY)
- …US Fixed Income strategies, including High-Yield Corporate Credit, Municipal Markets, and Retail Separately Managed Accounts (SMA), you will leverage your ... deep understanding of markets and portfolio behavior to guide decisions that balance fiduciary responsibility, client outcomes, and innovation. Your responsibilities will encompass oversight in areas such as investment, liquidity, and counterparty risks,… more
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