- Neuberger Berman (New York, NY)
- …a private, independent, employee-owned investment manager with $508 billion in assets under management as of December 31, 2024. The firm manages a range of ... strategies-including equity, fixed income, quantitative and multi- asset class, private equity, real estate and hedge funds-on...Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more).… more
- BlackRock (San Francisco, CA)
- …Quantitative Investment Solutions (QIS) team, a specialized unit within Aperio Portfolio Management , operating under BlackRock's SMA Solutions business. QIS is ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all our clients,… more
- BlackRock (Sausalito, CA)
- …Quantitative Investment Solutions (QIS) team, a specialized unit within Aperio Portfolio Management , operating under BlackRock's SMA Solutions business. QIS is ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all our clients,… more
- BlackRock (Princeton, NJ)
- …separately managed accounts ( SMA 's) is highly preferred. Deep understanding of SMA processes across various asset classes and UMA, single contract, and ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our… more
- Charles Schwab (Austin, TX)
- …a variety of internal stakeholders to support the continuing growth of Schwab's asset management business. You will focus on: (a) strategic initiatives related ... strategic priorities by promoting principles and practices that build client trust and safeguard the integrity of the firm....and want to be an instrumental partner advancing Schwab's asset management business, we encourage you to… more
- T. Rowe Price (Baltimore, MD)
- …in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide ... and a broad range of equity, fixed income, and multi- asset capabilities to individuals, advisors, institutions, and retirement plan...traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also… more
- Neuberger Berman (New York, NY)
- …equities, fixed income, derivative, mutual fund, ETF, SMA , and Alternative asset classes and structure client solutions that may incorporate multiple ... Neuberger Berman is seeking an experienced and dynamic Head of our Transition Management and Client Experience. The successful candidate will be responsible for… more
- Neuberger Berman (New York, NY)
- …funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, ... desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all… more
- BlackRock (Princeton, NJ)
- …into their investment portfolio. We are a purposefully growing quantitative, multi- asset investment management business specializing in managing customized ... **About this role** **About BlackRock SMA Solutions:** At BlackRock SMA Solutions,...SMA business: we load custodial data about our client 's portfolios; we disseminate trades on their behalf; we… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …of experience in product ownership or product management , ideally within wealth management , asset management , or fintech. * Strong domain expertise in ... **Product Manager Wealth Management ** **Category:** Project Management **Main location:**...aligning cross-functional teams, and delivering impactful solutions that meet client needs and regulatory standards in a complex financial… more