- Charles Schwab (Chicago, IL)
- …Asset Management (SAM). In this role you will both manage analytics for several separately managed account (SMA) products and provide local leadership for team ... Management offers a focused lineup of proprietary ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most… more
- Huntington National Bank (Medina, OH)
- …Director of Portfolio Solutions is responsible for overseeing Huntington's + external separately managed account (SMA) program with an approved third-party ... Diligence Activities + Procedure 7 - Options Trading + Procedure 17 - Separately Managed Accounts or Illiquid Due Diligence + Comply with both stated procedures:… 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
- 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
- Robert Half Finance & Accounting (Fort Worth, TX)
- …role involves maintaining the financial integrity of our Limited Partnerships and separately managed accounts, delivering accurate GAAP financial statements, and ... journal entries, trial balances, and allocation schedules for Limited Partnerships and separately managed accounts. * Delivering accurate and timely GAAP… 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
- Robert Half Finance & Accounting (Fort Worth, TX)
- …role involves maintaining the financial integrity of our Limited Partnerships and separately managed accounts, delivering accurate GAAP financial statements, and ... journal entries, trial balances, and allocation schedules for Limited Partnerships and separately managed accounts. * Delivering accurate and timely GAAP… 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) as ... who advise clients and advisors on positioning fixed income managed strategies in the context of market and strategy...+ Positive outlook and proactive disposition + Experience with managed accounts, SMAs, mutual funds, active and passive managers… 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
- KeyBank (Brooklyn, OH)
- …clients and media representatives. * Assist in the management and monitoring of separately managed portfolios. * Partner with field portfolio management team in ... * Offer expertise as it relates to the assembly of internally managed strategies that address an evolving investment landscape. REQUIRED QUALIFICATIONS * Bachelor's… more
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