- 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...counterparties and internal clients. **Responsibilities:** + Responsible for all SMA trading through both electronic and manual delivery methods.… more
- BlackRock (San Francisco, CA)
- …our marketing strategy of our new and existing capabilities, reporting to the Head of Separately Managed Accounts ( SMA ) and Models Marketing. **Key ... **About this role** **Vice President, USWA SMA and Options Marketer** **Our Team** BlackRock ...and wirehouses tap into the personalization and tax-efficiency of separately managed accounts (SMAs) delivered… 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… more
- JPMorgan Chase (New York, NY)
- …the taxable CBP team, you will be responsible for designing, constructing, and overseeing separately managed account ( SMA ) corporate bond portfolios. You ... (CBP) team resides within GFICC and manages more than $160 billion of separately managed accounts across corporate bonds, broad markets, municipal bonds, and… more
- BlackRock (Princeton, NJ)
- …complex environment + Experience with retail financial advisor industry and familiarity with separately managed accounts a strong plus + Strong time ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...the Commercial Strategy & Strategic Partnerships team within our SMA Solutions business unit. The Commercial Strategy & Strategic… 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 ... the go to / Subject Matter Expert (SME) for SMA taxable fixed income portfolio management within the technology...file manipulation, Jupyter notebooks Preferred: + Working knowledge of Separately Managed Accounts (SMAs) +… more
- BlackRock (Princeton, NJ)
- …model customizations.** ** SMA Specialists** **: responsible for accelerating the growth of Separately Managed Accounts across our client base. In this ... role, you will act as a subject matter expert across full range of BlackRock SMA offerings, partner with field sales teams to deliver our solutions to clients and… more
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