- JPMorgan Chase (New York, NY)
- …benefits to investors and represents one of our firm's top strategic priorities. As a Separately Managed Accounts ( SMA ) Marketing Senior Associate within ... marketing experience and understanding of investment styles and vehicles, including Separately Managed Accounts . + Exceptional project management… more
- BlackRock (New York, NY)
- …our marketing strategy of our new and existing capabilities, reporting to the Head of Separately Managed Accounts ( SMA ) and Models Marketing. **Key ... **About this role** **Vice President, USWA SMA and Options Marketer** **Our Team** BlackRock ...and wirehouses tap into the personalization and tax-efficiency of separately managed accounts (SMAs) delivered… more
- BlackRock (Princeton, NJ)
- …Team** SMA Alternatives Operations Analyst/Associate Job Description **Team Overview** BlackRock Separately Managed Accounts ( SMA ) Solutions helps ... related to supporting this new product, inclusive of new account setup, trade flow management, reconciliation and data quality....Execute on the daily cash & positions reconciliation of SMA Alts Client Accounts across multiple sponsor… more
- JPMorgan Chase (New York, NY)
- …the taxable CBP team, you will be responsible for designing, constructing, and overseeing separately managed account ( SMA ) corporate bond portfolios. You ... (CBP) team resides within GFICC and manages more than $160 billion of separately managed accounts across corporate bonds, broad markets, municipal bonds, and… more
- Wells Fargo (Charlotte, NC)
- …to our client facing partners in Private Wealth Management for internal and 3rd Party Separately Managed Account ( SMA ) strategies offered on the ... Statement (IPS) processing. This includes opening and funding sub accounts , processing investment policy statements, responding timely to all...other members of the team in support of the Separately Managed Account ( SMA… 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 ... on transparent and/or semi-transparent, active Exchange-Traded Funds (ETFs). + Experience supporting separately managed account platforms (SMAs) a plus. +… more
- T. Rowe Price (Baltimore, MD)
- …with the development of a new vendor integration aimed at fixed income Separately Managed Accounts (SMAs). Collaborating across multiple investment and ... the go to / Subject Matter Expert (SME) for SMA taxable fixed income portfolio management within the technology...file manipulation, Jupyter notebooks Preferred: + Working knowledge of Separately Managed Accounts (SMAs) +… more
- BlackRock (Atlanta, GA)
- …model customizations.** ** SMA Specialists** **: responsible for accelerating the growth of Separately Managed Accounts across our client base. In this ... role, you will act as a subject matter expert across full range of BlackRock SMA offerings, partner with field sales teams to deliver our solutions to clients and… more
- JPMorgan Chase (Columbus, OH)
- …and risk models + Experience with tax optimization preferred + Familiarity with separately managed accounts + Familiarity with index methodologies ... The Tax Smart Strategies team within Customized Managed Account Solutions is part of...daily portfolio management for direct indexing and tax aware SMA portfolios + Manage ongoing oversight of portfolio and… 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