- Charles Schwab (San Francisco, CA)
- …the end-to-end offer management for our third-party and proprietary managed investing, primarily Separately Managed Accounts ( SMA ). To do this, we ... & Insurance, and 529) as well as our proprietary Separately Managed Accounts . Our mission...to evolving the overall lineup of retail and institutional separately managed account offerings and… more
- Insight Global (Chicago, IL)
- …well as proficiency with Investortools Perform, is highly desirable. Knowledge of Fixed Income Separately Managed Accounts ( SMA ) business processes is ... with municipal bond trading and portfolio management Knowledge of Fixed Income Separately Managed Accounts ( SMA ) business processes Prior data analysis… more
- JPMorgan Chase (Boston, MA)
- …for 55ip within Asset Management Operations, you will be responsible for (a) implementing Separately Managed Account ( SMA ) trades for 55ip offerings, ... Asset Management in 2021 and has dramatically grown its accounts and assets since then recently passing $40B in...topics related to trading and market structure + Monitor SMA 's Daily to Model Portfolios based on various drift… more
- T. Rowe Price (Baltimore, MD)
- …Officer supporting our investment advisory businesses, specifically the Exchange-Traded Funds (ETFs) and separately managed account ( SMA ) platforms. This ... CPA, or JD) + Prior experience supporting Exchange-Traded Funds (ETFs) or separately managed account platforms (SMAs) + Strong knowledge of relevant laws,… more
- Citigroup (New York, NY)
- …of CIM's strategies. The candidate will be responsible for the daily management of CIM client separately managed account ( SMA ) portfolios and will be a ... fiduciary oversight internal partners + Daily portfolio management of model/custom accounts + Contribution to overall investment strategy, design, and implementation… more
- JPMorgan Chase (New York, NY)
- …+ Experience using Bloomberg. **Preferred qualifications, capabilities, and skills** + Separately Managed Account and Investortools Perform system ... on the Municipal Bond team you will assist in monitoring municipal holdings in SMA strategies. You will function as a bridge between the portfolio managers and the… more