- 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
- BlackRock (Princeton, NJ)
- …and foundations. **About this Role** BlackRock's SMA Solutions business is seeking a Separately Managed Account ( SMA ) Portfolio Manager to work ... SMA distribution channels. * Research and resolve individual account discrepancies to ensure a consistent client experience and...of experience with trading, implementation, or operations of retail separately managed accounts ( SMA… more
- JPMorgan Chase (New York, NY)
- …will help drive key project initiatives impacting our strategic roadmap supporting our retail separately managed accounts ( SMA ) and Model Portfolio ... colleagues and subject matter experts to develop a deep understanding of the SMA and Model Portfolio business including services and products offered, our technology… more
- T. Rowe Price (Baltimore, MD)
- …+ Knowledge of derivatives and multiple asset classes + Understanding of ETFs and Separately Managed Accounts ( SMA ) + Project management experience ... of the portfolio investment strategy and client requirements to oversee each account 's investment activities. This includes account customization, interpreting … more
- Janus Henderson Investors (Denver, CO)
- …+ Knowledge of financial industry products such as mutual funds, ETF's, model portfolios and separately managed accounts ( SMA 's) to respond to client ... inquiries, provide answers, and to identify selling opportunities. + Ability to initiate outbound sales telephone calls to clients provide sales ideas, answers product questions, provide performance data, identify new sales opportunities, and help launch new… 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
- Charles Schwab (Naples, FL)
- …funds, exchange-traded funds (ETFs), money market funds, collective investment trusts (CITs), and Separately Managed Accounts (SMAs). The overall SAM team ... billing fee calculations, quarterly preparation of invoices, fee requests, and overall SMA billing for Direct and Marketplace accounts for the ThomasPartners,… more
- T. Rowe Price (Baltimore, MD)
- …with fixed income/equity portfolios + Understanding of ETFs and Separately Managed Accounts /Model Delivery ( SMA ) products + Experience extracting, ... managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also be expected to provide support to the… more