- Charles Schwab (Austin, TX)
- …a registered investment adviser, and Schwab's proprietary mutual funds, ETFs, and separately managed accounts; (b) providing thought leadership and compliance ... responsible for CSIM and Schwab's proprietary mutual funds, ETFs, and separately managed accounts (SMAs); and, (c) ensuring the compliance programs for CSIM… more
- Neuberger Berman (New York, NY)
- …**SMA Trading Associate** The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to Financial Intermediaries and Neuberger ... order creation systems **Requirements include:** *2 to 3 years of Separately Managed Account (SMA) trading and implementation experience *Experience with various… more
- Charles Schwab (San Francisco, CA)
- …managers, SAM offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of ... based on the priorities of the business and include ETF, MF or separately managed account launches, product enhancements, implementation of new regulatory… 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...pay or benefits, however, such information will be provided separately when appropriate. In addition to the base salary,… more
- BlackRock (Princeton, NJ)
- …and foundations. **About this Role** BlackRock's SMA Solutions business is seeking a Separately Managed Account (SMA) Portfolio Manager to work within the ... 2-4 years of experience with trading, implementation, or operations of retail separately managed accounts (SMA's) is highly preferred. Deep understanding of… more
- Janus Henderson Investors (Denver, CO)
- …third-party intermediaries, NSCC contracts, institutional clients, and clients investing in separately managed accounts. + Prepare and review contracts related ... terminations as required. + Assist in managing relationships and contracts for separately managed accounts. + Prepares, analyzes, and drafted unregistered fund… more
- JPMorgan Chase (Columbus, OH)
- …(WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts. + Perform account oversight for model ... and Investors. + Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business… more
- Charles Schwab (Phoenix, AZ)
- …Core Investment Products team. IOS is responsible for managing our proprietary separately managed account offers as well as third-party product marketplaces, ... including fixed income, mutual funds, ETFs, alternative investments, managed accounts, structured products, annuities, insurance, and the Schwab 529 Plan. Our… more
- JPMorgan Chase (Newark, DE)
- …including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts + Review and trade portfolios, manage orders ... and execute trades across managed account business including the following: + Monitoring client activity such as: new account initial investing and phase in's,… more
- KeyBank (Brooklyn, OH)
- …income, and liquid alternative fund managers, including specialized solutions and separately managed accounts. + Utilize industry-standard tools (eg, FactSet, ... diverse range of investment products-including equities, fixed income, alternative funds, and managed solutions-offered by Key Private Bank. As part of the KPB… more