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- Job Title: SMA Data Oversight & Business Enablement Specialist About the Role Our Managed Account Group (MAG) is seeking a highly motivated SMA Data Oversight & Business Enablement Specialist to play a critical role in scaling and optimizing our Separately Managed Account...Suggested
- ...Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Separately Managed Accounts (SMA) team. Our primary goal is to provide exceptional accounting and administration servicing for our clients’. What you will do: Create...SuggestedWork experience placementFlexible hours
$90k - $95k
...from you! Your opportunity As a Portfolio Services Analyst, you will support the Janus Henderson Investment staff by assisting with SMA processing and UMA model delivery. For SMA processing this includes order generation, quality review, compliance review, order execution...Suggested$87k - $93k
...Additional Position Requirements Primary focus will be on Tax-Exempt Municipal and Government bond Separately Managed Accounts (SMA) Understanding of Municipal bond market and retail ladder strategies a plus Benefits PIMCO is committed to offering a comprehensive...SuggestedWork experience placementWork at officeFlexible hours- A prominent financial services provider is seeking a detail-oriented individual to join their Separately Managed Accounts (SMA) team. This role involves creating and maintaining quality control reports, reviewing corporate actions, and collaborating with internal clients...SuggestedFlexible hours
$90k - $120k
...better outcomes for our clients around the world! About the Department Franklin Income Investors is looking for a Portfolio Analyst / SMA Specialist. This position will report to the portfolio management team and be responsible for assisting in the implementation and...SuggestedFull timeWork at officeLocal areaVisa sponsorshipFlexible hours$90k - $95k
A leading investment firm in Colorado is seeking a Portfolio Services Analyst to assist with SMA processing and model delivery. In this hybrid role, you'll manage trading aspects and work with investment teams to meet client demands while ensuring compliance and accuracy...Suggested- A financial services firm is seeking a highly motivated SMA Data Oversight & Business Enablement Specialist to optimize their Separately Managed Account (SMA) platform. The role involves data governance, leading operational improvements, and collaborating with cross-functional...Suggested
$65k - $100k
A leading financial services firm in Columbus, Ohio is seeking a Client Account Specialist to manage the setup and maintenance of accounts for their Customized Managed Account Solutions. The role requires 1-3 years of experience in client service, proficiency in Excel and...Suggested$30 - $40 per hour
...ability to collaborate on special projects, opportunities to be challenged while honing your skill set along the way. As a member of our SMA Operations team you’ll have the unique opportunity to partner with our Account Managers who lead all aspects of our client...Suggested- A financial services firm in Parsippany, NJ, is seeking an Investment Operations Associate responsible for managing SMA order workflows and supporting alternative investments. The role demands a bachelor’s degree, with at least two years of relevant experience in operations...SuggestedFull time
- ...internal and external customers to identify, investigate, and resolve issues. Responsibilities: Serve as the liaison between the SMA trading team and external money managers. Provides technical support to internal clients requiring assistance using various...SuggestedWork experience placementWork at office
$100k - $115k
A financial services firm in New York seeks a Client Services Support professional to join its team. This role involves onboarding separately managed accounts and monitoring operational processes to ensure timely resolution of client requests. Ideal candidates will have...Suggested$202.2k - $344.2k
...Alts (private equity, private credit, real estate, infrastructure, hedge funds, digital assets, sports and entertainment, etc.) and SMA vehicles. Curate a competitive universe of Alts and SMA product offerings based on client, field, and market insights. Serve as the...SuggestedTemporary workFlexible hours- A global investment management firm in New York seeks a Data Oversight and Business Enablement Specialist to support the Managed Account Group. The role focuses on data governance and operational enablement for Separately Managed Account solutions. Candidates should have...Suggested
$100k - $135k
Overview Associate, USWA Marketing Team, SMA Marketing - BlackRock Location: New York | Job Type: Full-time | Posted Mar 11 Salary: Negotiable | Unknown options not specified The Team The Global Marketing & Digital Wealth organization at BlackRock is a forward-looking,...Full timeApprenticeshipWork at officeWork from homeFlexible hours1 day per week$35 - $40 per hour
A trusted service provider in Glendora is looking for a Customer Service Coordinator to oversee service requests and maintain customer relationships. The ideal candidate will have 3-5 years of experience in customer service or coordination, preferably in a service or technical...Temporary work- A leading financial services firm in New York is seeking a Vice President for its Portfolio Management team. In this role, you will manage customized equity separately managed accounts (SMAs) and drive investment strategies. Ideal candidates have over 5 years in portfolio...
- A leading financial services firm is seeking a Senior Associate for its SMA Marketing team in New York. The ideal candidate has 3-4 years of experience in digital marketing or content development, with a focus on compliance and collaboration. This role includes developing...Work at office
- A prestigious financial services firm is seeking an Analyst for the Client Portfolio Manager team in New York. This role involves developing personalized investment strategies for a variety of clients while collaborating with several teams. Candidates should have a solid...
$100k - $115k
...Head of Client Service Support, this role is part of a highly integrated and visible team responsible for coordinating all fixed income SMA client operational requests and onboarding and offboarding accounts. The position presents a unique opportunity working across the...Work experience placementWork at officeVisa sponsorship$90k - $95k
A leading global asset manager is seeking a Portfolio Services Analyst to assist with SMA processing and UMA model delivery. This role includes trade preparation, model maintenance, and daily monitoring for investments. Candidates should have a Bachelor's degree and strong...- A leading financial services firm in Salt Lake City is seeking a professional for operation oversight in asset management. This role requires client service skills, operational experience, and expertise in managing complex processes. The ideal candidate will have 4-6 years...
- A global asset management firm is seeking a Portfolio Analyst / SMA Specialist based in San Ramon, CA to assist with investment decisions and monitor portfolios. The ideal candidate has over 2 years of investment industry experience and a relevant bachelor's degree. This...Full time
- A financial services firm in El Segundo seeks a Counsel to provide legal advice on fund activities, focusing on insurance investors. Responsibilities include managing fund launches, ensuring compliance with investor regulations, and collaborating with various stakeholders...
- A financial services company is looking for a Trading Support Associate III to manage client assets and support trading activities. Responsibilities include providing technical assistance, resolving trade issues, and ensuring trades are executed accurately. The ideal candidate...
- A leading financial services firm is seeking a Senior Product Leader to drive product strategy for Alternatives and Separately Managed Accounts. The role includes overseeing product management, leading a high-performing team, and ensuring innovative offerings meet client...
- A financial services consulting firm is seeking an SMA Operations Associate for their Newport Beach or New York locations. This role is integral in servicing the Separately Managed Account business, managing daily tasks, and collaborating with Account Managers. The ideal...
- ...Director, HCP Marketing to spearhead the U.S. launch of apitegromab, the first muscle-targeted therapy for spinal muscular atrophy (SMA). Responsibilities include developing the brand strategy, overseeing HCP promotional tactics, and collaborating with cross-functional...
$90k - $120k
A leading investment firm is seeking a Portfolio Analyst / SMA Specialist in San Ramon, CA. This full-time position involves implementing investment decisions, monitoring portfolio compliance, and analyzing data for portfolios. The ideal candidate has 2+ years in the investment...Full time