- Charles Schwab (San Francisco, CA)
- …Products, Fixed Income, Annuities & Insurance, and 529) as well as our proprietary Separately Managed Accounts . Our mission is to provide a positive ... our third-party and proprietary managed investing, primarily Separately Managed Accounts (SMA). To...is vital to evolving the overall lineup of retail separately managed account offerings and… more
- Neuberger Berman (New York, NY)
- …**SMA Trading Associate** The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to Financial Intermediaries and ... and mutual fund order flow *Generating orders for new accounts , flows, terminations and tax management requests *Reviewing portfolio...creation systems **Requirements include:** *2 to 3 years of Separately Managed Account (SMA) trading… 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
- 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 (New York, NY)
- …American and Global Families Group (GFG) advisors and clients across all Core, Advisory, Separately Managed Accounts (SMAs), mutual funds (JPM and 3rd party) ... to detail + Positive outlook and proactive disposition + Experience with managed accounts , SMAs, mutual funds, active and passive managers + Good judgment and… more
- 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
- Bank of America (New York, NY)
- …the firm's delivery of a high-quality platform of equity investment vehicles (mutual funds, separately managed accounts , active ETFs. etc.). Focus areas may ... vary depending on needs and can include US and international equities, tax- managed & direct-indexing and multi-asset portfolios. The Analyst will conduct investment… more
- MetLife (Philadelphia, PA)
- …or Investment Management industry specific to Fixed Income * Onboarding experience for Separately Managed Accounts and Fund Investors * Excellent written ... in the world, with approximately $600 billion in combined managed assets. MIM has been ranked a "Best Places...* Client Advocate relating to functional utilities in Client accounts (Performance, overdrafts, aged cash, etc). This includes oversight… more
- JPMorgan Chase (New York, NY)
- …These investments, whether proprietary or managed by third parties, include Separately Managed Accounts (SMAs), Mutual Funds (MFs), and Exchange ... Traded Funds (ETFs) across all asset classes. In addition, the team is responsible for managing the product lifecycle across these programs and driving key strategic changes to streamline offerings across the channels. This Product role will require strong… more
- Zions Bancorporation (Las Vegas, NV)
- …fiduciary and compliance training and education. + Experienced in mutual funds, ETFs, separately managed accounts , and private capital. + Work effectively ... trades in a team environment. + Communicate with clients about their accounts , market conditions and economic and market trends. + Effectively implements investment… more