- Robert Half Finance & Accounting (San Francisco, CA)
- …is thrilled to partner with an exceptional company in the search for a Wealth Advisor/ Portfolio Manager to join their esteemed team. Our client is dedicated to ... portfolio review and management experience. + Knowledge of SMA 's and retirement account management preferred. + CPA, CFP,...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- PNC (Philadelphia, PA)
- …a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. Preferred skills/experience: * SMA /UMA trading experience * ... have an opportunity to contribute to the company's success. As a Portfolio Implementation Analyst - Managed Accounts within PNC's Asset Management Group… more
- BlackRock (Princeton, NJ)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... the Role** Looking to join the world's leading Asset Manager ? BlackRock's Separately Managed Account Investment Operations team is...implementation approach. As a function that sits within BlackRock SMA Solutions team, we pride ourselves on… more
- TEKsystems (Minneapolis, MN)
- …and potential solution strategies along with providing status updates to the portfolio /project manager and/or senior leadership. Experience Level: Expert Level ... the client. This role will be specifically around, Separately Managed Account ( SMA ) work. Traditional BSA experience plus Wealth Mgmt/ SMA experience required.… more
- JPMorgan Chase (Jersey City, NJ)
- …fostering growth and innovation in a dynamic environment. As a Lead Technical Program Manager in Asset Wealth Management Tech and Ops team, you will drive the ... principles, practices, and theories is essential for developing innovative solutions , while simultaneously effectively managing resources, budgets, and high-performing… more
- Bank of America (Pennington, NJ)
- …this role will provide support for the Separately Managed Account and Model Portfolio Solutions business across the various platforms. Additionally, the Product ... and performing data collection and coordination activities. The Investment Solutions Group is responsible for providing investment insights, platforms and… more
- PNC (Philadelphia, PA)
- …and makes effective, generally accepted recommendations. Coordinates trade strategy with portfolio manager to achieve optimal risk and return positioning. ... including portfolio managers, analysts (credit and quantitative) and client portfolio managers Preferred experience/skills: *Buy side SMA or fund fixed… more
- Morgan Stanley (Purchase, NY)
- …annuities and insurance, retirement, and trust. *_Position Summary_* Global Investment Manager Analysis (GIMA), a unit within Investment Solutions , provides ... focused on Investing with Impact (ESG) strategies available across mutual fund, SMA , and ETF vehicles. The investment analyst will primarily be responsible for… more