- 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
- Huntington National Bank (Medina, OH)
- Description The Director of Portfolio Solutions is responsible for overseeing Huntington's + external separately managed account ( SMA ) program with an ... 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)
- …Schwab Asset Management (SAM). In this role you will both manage analytics for several separately managed account ( SMA ) products and provide local ... Experience with FactSet, Bloomberg, or Morningstar preferred + Understanding of separately managed account ( SMA ) performance operations, analysis,… more
- JPMorgan Chase (New York, NY)
- …for US Fixed Income strategies, including High-Yield Corporate Credit, Municipal Markets, and Retail Separately Managed Accounts ( SMA ), you will leverage ... your deep understanding of markets and portfolio behavior to guide decisions that balance fiduciary responsibility, client outcomes, and innovation. Your responsibilities will encompass oversight in areas such as investment, liquidity, and counterparty risks,… more
- Coldstream Wealth Management (Bellevue, WA)
- …funds in various asset classes + Participating in the ongoing monitoring of mutual funds, separately managed accounts , and private funds + Serving as the ... liaison with asset managers' investor relations staff + Attending ISG and various committee meetings, creating and distributing meeting minutes + Ensuring that due diligence efforts are properly documented and distributed Working with the CIO: + Preparing… more
Recent Searches
- cleaning position description (United States)
- clerk iv sbcc (United States)
- crs (United States)
- strategy analytics manager risk (United States)
Recent Jobs
-
Senior DevSecOps Engineer
- GovCIO (Washington, DC)
-
Product Software Integration Engineer
- Qualcomm (San Diego, CA)
Related Job Searches:
Accounts,
Managed,
Managed Accounts,
SMA,
Separately Managed,
Separately Managed Accounts