- JPMorgan Chase (New York, NY)
- …to investors and represents one of our firm's top strategic priorities. As a Separately Managed Accounts (SMA) Marketing Senior Associate within Asset ... marketing experience and understanding of investment styles and vehicles, including Separately Managed Accounts . + Exceptional project management… more
- JPMorgan Chase (New York, NY)
- …Portfolio (CBP) team resides within GFICC and manages more than $160 billion of separately managed accounts across corporate bonds, broad markets, municipal ... you will be responsible for designing, constructing, and overseeing separately managed account (SMA) corporate...investment and portfolio construction decisions for new and existing separately managed accounts , including sector… more
- BlackRock (Princeton, NJ)
- …helping advisors, RIAs, and wirehouses tap into the personalization and tax-efficiency of separately managed accounts (SMAs) delivered by our experienced ... of our new and existing capabilities, reporting to the Head of Separately Managed Accounts (SMA) and Models Marketing. **Key responsibilities:** + Build… more
- Aflac (New York, NY)
- … mandates. Assist in performing daily operational activity to support funds and separately managed accounts activity across direct middle market loan ... $3.5 billion of annual investment income from Aflac's general accounts from a mix of public and private assets...and currencies. As of year-end 2023, Aflac's total general account portfolio was $100 billion. Job Summary Within Aflac's… more
- T. Rowe Price (Baltimore, MD)
- …investment management strategies across multiple vehicles (ie, mutual funds, ETFs, and separately managed accounts ) through registered investment advisors ... revenue generation client relationship management for large, highly complex accounts across the RIA and Regional Bank channels within...understanding of T. Rowe Price mutual fund, ETF, and separately managed account vehicles. +… more
- JPMorgan Chase (New York, NY)
- …tax-aware strategies. The Customized Bond Portfolios (CBP) group within GFICC manages fixed income separately managed accounts (SMAs) for a total AUM of $180 ... a broad range of strategies, through funds and/or separate accounts , including broad market, long duration, stable value, intermediate...or certification, such as MBA or CFA preferred + Separately Managed Account and Investortools/Perform… more
- TEKsystems (New York, NY)
- …you will be responsible for managing cash and collateral exposures in funds and separately managed accounts . This position will monitor cash balances, ensure ... + Manage cash and collateral exposures in funds and separately managed accounts . + Oversee...dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program… more
- T. Rowe Price (Baltimore, MD)
- …supporting our investment advisory businesses, specifically the Exchange-Traded Funds (ETFs) and separately managed account (SMA) platforms. This role will ... on transparent and/or semi-transparent, active Exchange-Traded Funds (ETFs). + Experience supporting separately managed account platforms (SMAs) a plus. +… more
- Charles Schwab (Lone Tree, CO)
- …Offer Management, Schwab Personalized Investing. IOS is responsible for managing our proprietary Separately Managed Account products as well as third-party ... product marketplaces (Alternative Investments, Managed Accounts , Mutual Funds, ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529). Our… more
- JPMorgan Chase (Jersey City, NJ)
- …in Wealth and/or Asset Management in the Managed Accounts or Separately Managed Accounts space. JPMorganChase, one of the oldest financial ... institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over 200 years and… more
- JPMorgan Chase (New York, NY)
- …financial management team, you will assist with the financial oversight of several separately managed accounts and targeted strategy funds. This includes ... Our team provides support to approximately 35 Real Estate Separate accounts . **Job Responsibilities** + Review and analyze property financial information. Ensure… more
- JPMorgan Chase (New York, NY)
- …products, third-party funds, exchange traded notes (ETNs), exchange traded funds (ETFs), separately managed accounts , hedge funds, and private equity ... Management - Investment Risk & Analytics, you will oversee the risk management of Managed Strategies across the Private Bank and Consumer Bank sectors of WM. Your… more
- Wellington (Chicago, IL)
- …$8 billion in assets across four growth equity/venture funds and private placement debt separately managed accounts . It is the fastest growing investment ... plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account , flexible spending accounts and commuter program, employee assistance… more
- JPMorgan Chase (New York, NY)
- …+ Experience using Bloomberg. **Preferred qualifications, capabilities, and skills** + Separately Managed Account and Investortools Perform system ... in the investment and portfolio construction decisions for existing and new accounts . + Review external portfolios for acceptability based upon internal guidelines.… more
- Manulife (Atlanta, GA)
- …and expertise of mutual funds, ETF's, UCITS, 529 College Savings Plans and Separately Managed Accounts is required. + Proven relationship management ... classes for the Investments sales desk. + Act as Fund/Firm/Separate Account /Marketing Liaison. Relay a positive demeanor about department initiatives and stand… more
- T. Rowe Price (Owings Mills, MD)
- … agreements and amendments; negotiating agreements with program sponsors for the firm's separately managed accounts business; supporting legal filings such ... as the Form ADV; analyzing and interpreting new laws and regulations and advising on their impact to T. Rowe Price entities; and providing legal support and guidance to firmwide strategic initiatives as well as departmental projects. Additionally, this role… more
- JPMorgan Chase (New York, NY)
- …financial management team, you will assist with the financial oversight of several separately managed accounts and targeted strategy funds. This includes ... Our team provides support to approximately 35 Real Estate Separate accounts . **Job Responsibilities** + **Financial Oversight:** + Oversee and coordinate financial… more
- JPMorgan Chase (New York, NY)
- …Portfolio (CBP) team resides within GFICC and manages more than $160 billion of separately managed accounts across corporate bonds, broad markets, municipal ... manages a broad range of strategies, through funds and/or separate accounts , including broad market, long duration, stable value, intermediate high yield,… more
- JPMorgan Chase (New York, NY)
- …including taxable and tax-free money market funds, short-term fixed income funds and separately managed accounts . + **Multi-Asset Solutions:** We manage ... through active mutual funds, model portfolios, and custom institutional accounts . Our team includes portfolio managers, quantitative research analysts, fundamental… more
- JPMorgan Chase (Columbus, OH)
- …newer Edward Jones financial advisors. + Consult and position mutual funds , ETFs and Separately Managed Accounts and the full suite of JPM capabilities (DC ... plans and models) to increase assets under management. + Communicate JP Morgan's insights on markets, retirement, and portfolio construction through programs like Guide to the Markets, Guide to Retirement, and Portfolio Insights. **Required qualifications,… more