- Neuberger Berman (New York, NY)
- …in Money Management survey (among those with 1,000 employees or more). ** SMA Trading Associate** The Managed Account Group (MAG) provides Separately Managed Account ... ( SMA ) solutions to Financial Intermediaries and Neuberger Berman Wealth...Income and ETF/Mutual Fund allocation products offered to numerous SMA and Unified Managed Account (UMA) distribution networks. **Responsibilities… more
- BlackRock (New York, NY)
- **About this role** **About BlackRock SMA Solutions:** At BlackRock SMA Solutions, our strategies are designed to put our clients' and their clients' interests ... customized portfolios tax efficiently. Data is central to the success of the SMA business: we load custodial data about our client's portfolios; we disseminate… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …the product vision and strategy for trading and investment capabilities, including SMA /UMA accounts, mutual funds, ETFs, equities, fixed income, and derivatives. * ... fintech. * Strong domain expertise in financial instruments and investment products ( SMA /UMA, mutual funds, equities, fixed income). * Proven ability to translate… more
- BlackRock (New York, NY)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, SMA Solutions is the place for you. **Key Responsibilities** - Design,… more
- AIG (New York, NY)
- …Oversee all investment activity in private credit across fund and SMA strategiesglobally, including investment grade private placements, direct lending and ... asset-backed finance. + Partner with AIG's roster of global strategic partners to source assets appropriate for insurance companies operating in different currencies, markets and regulatory jurisdictions. + Advise the CIO team on current and future allocation… more
- BlackRock (New York, NY)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this role** This position is a joint role with two sets of… more
- Neuberger Berman (New York, NY)
- …+ Determine the optimal suite of platform capabilities to support SMA /UMA structures, financial planning, proposals, analytics, and other core wealth management ... needs. + Lead the design and implementation of the NB Private Wealth Advisor Workstation and associated tools, ensuring advisors have access to critical data, workflows, and client insights. + Overhaul and fully digitize the client account opening and… more
- Neuberger Berman (New York, NY)
- …and meet clear deadlines + Familiarity with High Net Worth, Mutual Fund, UCITS, SMA , and Sub-advised business lines is a plus + Flexible and able to collaborate ... effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Compensation Details This position is paid based on production compensation only. We offer a comprehensive package of benefits including paid time off,… more
- Guardian Life (New York, NY)
- …execution processing. Managed account implementation strategies include Strategists, UMA, SMA , Rep as PM, Multiple Strategy Proposals, Multiple Account Proposals ... as well as our Digital strategy. The Operations Specialist will intimately understand how our Portfolio Administration Technologies, Envestnet, Orion and our new digital partner, are used to facilitate a strategy, from proposal through to account investing.… more
- Neuberger Berman (New York, NY)
- …+ In-depth understanding of equities, fixed income, derivative, mutual fund, ETF, SMA , and Alternative asset classes and structure client solutions that may ... incorporate multiple underlying asset types. + Partner within internal sales and analytical teams to build effective pipeline and capacity planning metrics. + In partnership with internal product teams, oversee applicable service provider relationships. +… more