- Manulife (Boston, MA)
- …the Private Client Group within Manulife and will provide trade support to the separately managed account "SMA" or retail wrap business unit. This involves both ... SMA and UMA trading and includes both US and Canadian strategies. Traders will maintain and build relationships with external counterparties and internal clients. **Responsibilities:** + Responsible for all SMA trading through both electronic and manual… more
- JPMorgan Chase (New York, NY)
- …(CBP) team resides within GFICC and manages more than $160 billion of separately managed accounts across corporate bonds, broad markets, municipal bonds, and ... taxable CBP team, you will be responsible for designing, constructing, and overseeing separately managed account (SMA) corporate bond portfolios. You will work… more
- BlackRock (San Francisco, CA)
- …helping advisors, RIAs, and wirehouses tap into the personalization and tax-efficiency of separately managed accounts (SMAs) delivered by our experienced team of ... of our new and existing capabilities, reporting to the Head of Separately Managed Accounts (SMA) and Models Marketing. **Key responsibilities:** + Build 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 Neuberger ... order creation systems **Requirements include:** *2 to 3 years of Separately Managed Account (SMA) experience *Experience with various trading systems including… more
- T. Rowe Price (Baltimore, MD)
- …the development of a new vendor integration aimed at fixed income Separately Managed Accounts (SMAs). Collaborating across multiple investment and technology ... queries, Excel/Access file manipulation, Jupyter notebooks Preferred: + Working knowledge of Separately Managed Accounts (SMAs) + Working knowledge of Charles… more
- T. Rowe Price (Baltimore, MD)
- …management strategies across multiple vehicles (ie, mutual funds, ETFs, and separately managed accounts) through registered investment advisors (RIAs) and ... knowledge and understanding of T. Rowe Price mutual fund, ETF, and separately managed account vehicles. + Able to establish and execute a disciplined and… 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
- Citigroup (New York, NY)
- … Investment Specialist team is responsible for supporting investment products through separately managed accounts and portfolio construction; these include Citi ... Responsible for reaching revenue and Net New Investment Asset targets in the managed solutions portion of our business while ensuring broad participation across all… more
- PNC (Philadelphia, PA)
- …discretion. PNC Fixed Income manages over fourteen billion in multi-sector fixed income separately managed accounts for a very diverse set of clients. All ... portfolios are actively managed by the investment team with a focus on...with a primary focus on adding excess return within managed portfolios through credit selection. The Senior Analyst role… 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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