- 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
- 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