- Neuberger Berman (New York, NY)
- **_Job Description:_** We are seeking a Separately Managed Account ( SMA ) Product Manager to support the firm's taxable and tax-exempt fixed income SMA ... competitive advantages. As the Product Manager, you will be responsible for driving SMA product initiatives in the intermediary channel. You will be expected to be… more
- Levi, Ray & Shoup, Inc. (Minneapolis, MN)
- …Analyst will serve as the key liaison between business and technology teams to support Separately Managed Account ( SMA ) initiatives. This role is ... Experience in advisory or wealth management environments (required). + Familiarity with managed account platforms and model delivery processes (preferred). +… more
- BlackRock (Princeton, NJ)
- …family offices to endowments and foundations. **About this role** BlackRock's Separately Managed Account Solutions ( SMA Solutions) is seeking a Portfolio ... basis, you will actively deliver a broad set of separately managed account investment solutions...is preferred * Experience with trading and implementation of separately managed accounts (SMAs) is… more
- Aegon Asset Management (Denver, CO)
- …funds, commodity pools, collective investment trusts, and exchange traded funds (ETFs) and separately managed accounts ( SMA ) program. Provide strategic ... Qualifications + Securities and/or compliance designations + Experience supporting retail separately managed account /wrap programs (SMAs) Working Conditions… 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
- BlackRock (New York, NY)
- …risk management processes is a plus. + Experience with municipal securities ("Munis") or separately managed account ( SMA ) workflows is advantageous. ... **Primary Responsibilities:** + Be a subject matter expert of personas, workflows, and tools within the Portfolio Management + Influence teams across Aladdin to drive forward strategic product decisions + Demonstrate a deep understanding of business,… more
- BlackRock (Sausalito, CA)
- …**Responsibilities** * Perform daily cash and position reconciliation of several thousand separately managed accounts . * Collaborate with custodians, ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...to and process corporate action notifications across all Aperio managed accounts via email, fax, and various… 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
- BlackRock (New York, NY)
- …clients. We are seeking a highly experienced leader with deep expertise in the Separately Managed Accounts to lead the organization towards the next ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...in client assets across direct index and active strategies, SMA Solutions is a rapidly growing business within USWA… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …implement, and maintain procedures to ensure minimal dispersion of returns for separately managed accounts ; continuously reduce implementation shortfall. + ... model positions monthly. + Monitor, identify, and correct any account -level cash or position deviations from the model. +...cash requirements for all institutional and personal trust modeled accounts . + Manage all aspects of SMA … more
