- Manulife (Boston, MA)
- …with 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… more
- JPMorgan Chase (New York, NY)
- …Portfolio (CBP) team resides within GFICC and manages more than $160 billion of separately managed accounts across corporate bonds, broad markets, municipal ... you will be responsible for designing, constructing, and overseeing separately managed account (SMA) corporate...investment and portfolio construction decisions for new and existing separately managed accounts , including sector… 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 ... of our new and existing capabilities, reporting to the Head of Separately Managed Accounts (SMA) and Models Marketing. **Key responsibilities:** + Build… 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) experience… more
- T. Rowe Price (Baltimore, MD)
- …investment management strategies across multiple vehicles (ie, mutual funds, ETFs, and separately managed accounts ) through registered investment advisors ... revenue generation client relationship management for large, highly complex accounts across the RIA and Regional Bank channels within...understanding of T. Rowe Price mutual fund, ETF, and separately managed account vehicles. +… more
- T. Rowe Price (Baltimore, MD)
- …with the development of a new vendor integration aimed at fixed income Separately Managed Accounts (SMAs). Collaborating across multiple investment and ... Excel/Access file manipulation, Jupyter notebooks Preferred: + Working knowledge of Separately Managed Accounts (SMAs) + Working knowledge of Charles River… 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, ... entries, trial balances, and allocation schedules for Limited Partnerships and separately managed accounts . * Delivering accurate and timely GAAP financial… more
- Citigroup (New York, NY)
- … Investment Specialist team is responsible for supporting investment products through separately managed accounts and portfolio construction; these include ... 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)
- …manager's 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...employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child… more
- Motion Recruitment Partners (Downers Grove, IL)
- …business and/or products. Specializes in ensuring proper trading and balancing of wrap accounts and/or separately managed institutional accounts . Manages ... in compliance with model portfolios from portfolio managers and performs account re-balancing (with asset allocation staff and portfolio managers). Job Description… more
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