- Huntington National Bank (Medina, OH)
- …The Director of Portfolio Solutions is responsible for overseeing Huntington's + external separately managed account (SMA) program with an approved ... Procedure 7 - Options Trading + Procedure 17 - Separately Managed Accounts or Illiquid...client meetings with PM's or Advisors: + Review specific account issues/intent. + Overall assistance and required paperwork needs… more
- 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 ... Asset Management offers a focused lineup of proprietary ETFs, mutual funds and separately managed account strategies designed to serve the central needs of… 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) trading… 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...is specific to the job level and takes into account the wide range of factors that are considered… 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
- Janus Henderson Investors (Denver, CO)
- …through third-party intermediaries, NSCC contracts, institutional clients, and clients investing in separately managed accounts . + Prepare and review ... 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, ... entries, trial balances, and allocation schedules for Limited Partnerships and separately managed accounts . * Delivering accurate and timely GAAP financial… more
- JPMorgan Chase (Columbus, OH)
- …mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts . + Perform account oversight for model drift ... manage orders, and execute trades. + Manage cash and security activity/drift in client accounts . + Handle client account requests and maintenance. + Align client… 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) ... to detail + Positive outlook and proactive disposition + Experience with managed accounts , SMAs, mutual funds, active and passive managers + Good judgment and… more
- Bank of America (New York, NY)
- …the firm's delivery of a high-quality platform of equity investment vehicles (mutual funds, separately managed accounts , active ETFs. etc.). Focus areas may ... vary depending on needs and can include US and international equities, tax- managed & direct-indexing and multi-asset portfolios. The Analyst will conduct investment… more
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