- 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… 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 ... SMA distribution channels. * Research and resolve individual account discrepancies to ensure a consistent client experience and...of experience with trading, implementation, or operations of retail separately managed accounts ( SMA… more
- Charles Schwab (Westlake, TX)
- …the end-to-end management of our third-party and proprietary managed investing solutions, primarily Separately Managed Accounts ( SMA ). To do this, we ... **Your opportunity** **Director, Strategy & Execution - Managed Accounts for Individual (Retail) Investors**...Director, who will report to the Managing Director of Managed Account Solutions, will define long-term strategy,… more
- Janus Henderson Investors (Denver, CO)
- …+ Knowledge of financial industry products such as mutual funds, ETF's, model portfolios and separately managed accounts ( SMA 's) to respond to client ... inquiries, provide answers, and to identify selling opportunities. + Ability to initiate outbound sales telephone calls to clients provide sales ideas, answers product questions, provide performance data, identify new sales opportunities, and help launch new… more
- JPMorgan Chase (New York, NY)
- …for US Fixed Income strategies, including High-Yield Corporate Credit, Municipal Markets, and Retail Separately Managed Accounts ( SMA ), you will leverage ... your deep understanding of markets and portfolio behavior to guide decisions that balance fiduciary responsibility, client outcomes, and innovation. Your responsibilities will encompass oversight in areas such as investment, liquidity, and counterparty risks,… more
- T. Rowe Price (Baltimore, MD)
- …with fixed income/equity portfolios + Understanding of ETFs and Separately Managed Accounts /Model Delivery ( SMA ) products + Experience extracting, ... managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also be expected to provide support to the… more
- Charles Schwab (Austin, TX)
- …(CSIM), a registered investment adviser, and Schwab's proprietary mutual funds, ETFs, and separately managed accounts ; (b) providing thought leadership and ... for CSIM and Schwab's proprietary mutual funds, ETFs, and separately managed accounts (SMAs); and,...advice and guidance on proprietary mutual fund, ETF, and SMA offerings (equity, fixed income, and/or other strategies), with… more