- BlackRock (Princeton, NJ)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... to endowments and foundations. **About this Role** Core PM SMA sits within BlackRock's SMA Solutions...establishing a new team dedicated to the execution of SMA Alternatives Portfolio Management. The team will… 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 ... SMA distribution channels . Monitor risk, performance, and portfolio positioning including cash balances, corporate actions, and asset...of industry changes in investments and such impact on SMA Solutions , Blackrock and our clients. Provide… 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 ... direct indexing, fixed income, active equity, and multi-asset. BlackRock SMA Solutions manages over $208B, making it... . Work in a collaborative environment to develop portfolio optimization solutions utilizing BlackRock's Aladdin APIs… more
- BlackRock (Atlanta, GA)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... We are looking for a highly organized and enthusiastic Client Operations Analyst/ Associate to support our Client Operations team. As a Client Operations Analyst/… more
- BlackRock (Sausalito, CA)
- …this Role BlackRock's SMA Solutions business is seeking an Associate Portfolio Manager - Values-Aligned Implementation (APM-VAI) to join our Portfolio ... **About this role** Team Overview BlackRock SMA Solutions helps clients customize portfolios...SMA Direct Indexing values-aligned offerings and support core Portfolio Management team on values-aligned inquiries Qualifications * Bachelor's… more
- JPMorgan Chase (Columbus, OH)
- …AUM in active and index tax aware / direct-indexing strategies. **Job summary:** As a Portfolio Manager - Associate , on the Tax Smart Strategy Portfolio ... The Tax Smart Strategies team within Customized Managed Account Solutions is part of JP Morgan Asset Management (JPMAM),...portfolio management for direct indexing and tax aware SMA portfolios + Manage ongoing oversight of portfolio… more
- BlackRock (Sausalito, CA)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio... Portfolio Specialist who will work closely with portfolio management and trading teams and will support their… more
- BlackRock (Sausalito, CA)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... from wealth advisors to family offices to endowments and foundations. **About this Role** SMA Solutions manages more than $36B in more than 3,600 values-aligned… more
- S&P Global (NC)
- … portfolio competitive landscape, Unified and Separate Managed Accounts (UMA/ SMA ) platforms, model portfolio management and technology enabled distribution. ... + Familiarity and prior experience supporting Unified and Separate Managed Accounts (UMA/ SMA ), Model Portfolios, Investment Advisory Solutions platforms and RIA… more
- T. Rowe Price (Baltimore, MD)
- …stakeholders. + Be regarded as the go to / Subject Matter Expert (SME) for SMA taxable fixed income portfolio management within the technology division. + Design ... the holistic needs of stakeholders and propose innovative technology solutions to drive business outcomes. + Collaborate with Engineering...data architecture workflow for SMA platform integration Our company has made a big… more