• Wealth Management Solutions, Investment Specialist…

    JPMorgan Chase (Columbus, OH)
    …mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts . + Perform account oversight for model drift ... manage orders, and execute trades. + Manage cash and security activity/drift in client accounts . + Handle client account requests and maintenance. + Align client… more
    JPMorgan Chase (05/20/25)
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  • Wealth Management Solutions, Portfolio Manager…

    JPMorgan Chase (Columbus, OH)
    …traded funds, structured notes, hedge funds, and separately managed accounts + Maintain knowledge of each account 's unique requirements and sensitivities ... + Review and trade portfolios, manage orders and execute trades across managed account business including the following: New account initial investing and… more
    JPMorgan Chase (07/28/25)
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  • Asset Management - Fixed Income Portfolio Manager…

    JPMorgan Chase (Columbus, OH)
    …group of JP Morgan Asset Management, you assist in designing, constructing and implementing separately managed account fixed income portfolios. You will have ... We manage a broad range of strategies, through funds and/or separate accounts , including broad market, long duration, stable value, intermediate high yield, emerging… more
    JPMorgan Chase (07/18/25)
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  • Wealth Portfolio Solutions Analyst

    Huntington National Bank (Columbus, OH)
    …Basic Qualifications: + 5+ years of product management, alternative investment or separately managed account experience + Bachelor's Degree Preferred ... for those transactions/experiences related to the alternative investment and separate account platforms. + Participate in cross functional teams, across business,… more
    Huntington National Bank (08/01/25)
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  • Business Development Officer, Schwab Wealth…

    Charles Schwab (Cincinnati, OH)
    …or MBA equivalent. + Understanding of traditional investment styles and vehicles (ie, separately managed accounts , ETFs, mutual funds, fixed income assets) ... and investment strategy. + Excellent oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. + Self-motivated and ability to travel part-time, or as… more
    Charles Schwab (07/18/25)
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  • Asset Management - Internal Client Advisor…

    JPMorgan Chase (Columbus, OH)
    …the goals for your territory through successful marketing of our mutual funds, ETFs, and separately managed accounts . This role is ideally suited for team ... members who thrive in a collaborative environment, possess strong communication skills, and are passionate about making a significant impact in helping others achieve their investment goals. **Job Responsibilities:** + Develop strong relationships with… more
    JPMorgan Chase (05/25/25)
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