- Neuberger Berman (New York, NY)
- …**SMA Trading Associate** The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to Financial Intermediaries and ... and order creation systems **Requirements include:** *2 to 3 years of Separately Managed Account (SMA) trading and implementation experience *Experience with… 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 ... on the priorities of the business and include ETF, MF or separately managed account launches, product enhancements, implementation of new regulatory… 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 ... 2-4 years of experience with trading, implementation, or operations of retail separately managed accounts (SMA's) is highly preferred. Deep understanding of… more
- Charles Schwab (Chicago, IL)
- …of the capabilities we offer to clients who are transitioning their portfolios to a Separately Managed Account or who are looking for support with ... transition needs, primarily managing concentrated equity positions and enrolling in managed investing offers. **Key Outcomes:** + Design and develop Schwab's… more
- 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 ... portfolio positioning, sector allocations and key risk metrics + Determine account & portfolio suitability of securities for participation in investment… more
- Vanguard (Malvern, PA)
- …of related work experience, including five years municipal bond fund, ETF or separately managed account portfolio management experience preferred. + ... Undergraduate degree in finance, economics, mathematics, or statistics or equivalent combination of training and experience preferred. + MBA and/or CFA preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About… more
- JPMorgan Chase (Columbus, OH)
- …(WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts. + Perform account oversight for ... non-discretionary scalable accounts across various products. + Review and trade client account portfolios, manage orders, and execute trades. + Manage cash and… more
- Charles Schwab (Westlake, TX)
- …is responsible for the end-to-end management of our third-party and proprietary managed investing solutions, primarily Separately Managed Accounts (SMA). ... The Director, who will report to the Managing Director of Managed Account Solutions, will define long-term strategy, lead initiatives towards the vision… more
- JPMorgan Chase (Columbus, OH)
- …funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts + Maintain knowledge of each account 's unique requirements and ... + Review and trade portfolios, manage orders and execute trades across managed account business including the following: New account initial investing and… 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