- Neuberger Berman (New York, NY)
- …in Money Management survey (among those with 1,000 employees or more). ** SMA Trading Associate** The Managed Account Group (MAG) provides Separately Managed Account ... ( SMA ) solutions to Financial Intermediaries and Neuberger Berman Wealth...Income and ETF/Mutual Fund allocation products offered to numerous SMA and Unified Managed Account (UMA) distribution networks. **Responsibilities… more
- Charles Schwab (Naples, FL)
- …providing client-centric solutions that help Schwab clients achieve their financial goals. The SMA Billing team plays a critical role in helping our clients achieve ... billing fee calculations, quarterly preparation of invoices, fee requests, and overall SMA billing for Direct and Marketplace accounts for the ThomasPartners, Wasmer… more
- BlackRock (San Francisco, CA)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... a specialized unit within Aperio Portfolio Management, operating under BlackRock's SMA Solutions business. QIS is responsible for driving strategic product… more
- American Heart Association (Dallas, TX)
- …Association** has an excellent opportunity for a **Science and Medicine Advisor ( SMA )** in our **National Center** office located in **Dallas, TX (Home-Based is ... acceptable).** The Science and Medicine Advisor ( SMA ) **provides direction and guidance** to the numerous US-based and international practicing physicians,… more
- BlackRock (Princeton, NJ)
- **About this role** **About BlackRock SMA Solutions:** At BlackRock SMA Solutions, our strategies are designed to put our clients' and their clients' interests ... customized portfolios tax efficiently. Data is central to the success of the SMA business: we load custodial data about our client's portfolios; we disseminate… more
- JPMorgan Chase (New York, NY)
- …impacting our strategic roadmap supporting our retail separately managed accounts ( SMA ) and Model Portfolio business. Working in direct collaboration with ... 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
- Catholic Health Initiatives (Chattanooga, TN)
- …on both outpatients and inpatients. Vascular procedures include Carotids, Ao, AAA, SMA , RENALS, PORTAL/HEPATIC, VENOUS UPPER AND LOWER EXT, ARTERIAL UPPER, LOWER ... Vascular Sonography examinations including: Carotids, Aorta, AAA, Renal Duplex, Hepatic/Portal, SMA , Celiac, All types of STENTS and Grafts, Arterial and Venous… more
- BlackRock (Sausalito, CA)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... and executing tests for the various back-end and database systems for which SMA Solutions are responsible. You will also be expected to monitor/support our existing… more
- SAIC (Houston, TX)
- …in Houston, Texas. SMAEC II provides comprehensive safety and mission assurance ( SMA ) services to all active and in-development Human Space Flight (HSF) programs ... (NAC) **Certifications / Training:** + None **Desired Education:** + NASA SMA Technical Excellence Program (STEP) courses **Desired Certifications / Training:** +… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …the product vision and strategy for trading and investment capabilities, including SMA /UMA accounts, mutual funds, ETFs, equities, fixed income, and derivatives. * ... fintech. * Strong domain expertise in financial instruments and investment products ( SMA /UMA, mutual funds, equities, fixed income). * Proven ability to translate… more
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