- BlackRock (New York, NY)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...to scale our investment platform. With over $200B in client assets across direct index and active strategies, our… more
- Neuberger Berman (New York, NY)
- …client experience lifecycle (ie, from sales/marketing, client data collection, client onboarding, AML/KYC, SMA model management , trading/settlement, ... all aspects of our Intermediary (ie, bank, RIA, wire-house, etc) channel operations, client experience, data management , and channel growth. This role requires… more
- S&P Global (New York, NY)
- …expected to interact with-and form, long standing relationships with centers of influence at asset management and wealth management firms in America. As ... and model portfolio competitive landscape, Unified and Separate Managed Accounts (UMA/ SMA ) platforms, model portfolio management and technology enabled… more
- S&P Global (New York, NY)
- …expected to interact with-and form, long standing relationships with centers of influence at asset management and wealth management firms in America. As ... indexing/personalized indexing and model portfolios, Unified and Separate Managed Accounts (UMA/ SMA ) platforms, model portfolio management , ETFs and technology… more
- BlackRock (New York, NY)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...foundations. **About this Role** Our unique approach to portfolio management requires development of custom software to ensure efficient… more
- Neuberger Berman (New York, NY)
- …educate them on the capabilities of custom separately managed accounts (SMAs), client -specific tax- management , and customization for personal values in an effort ... separately managed accounts at scale (greater than $100 million in assets under management or 100+ client accounts); Quantitative portfolio optimization and risk… more