Search Results: 10 vacancies
...clients, in a project management role
~ An understanding of different vehicle types (UCITS, CITs, Mutual Funds, ETFs, Pooled Funds, SMAs and Model Delivery) and different listed asset classes
~ Advanced proficiency in MS Office (Excel, PowerPoint, Word, Teams &...
Suggested
Immediate start
...management inclusive of onboarding and product development for traditional investment solutions, including mutual funds, ETFs, and SMAs across select client programs.
Experience : Minimum 5 years of PMO experience with Financial Services background (Wealth Management...
Suggested
...Perform and interpret hypothetical trade testing
Perform monthly and quarterly reconciliations for required reporting including CLOs, SMAs and Borrowing Base Facilities
Liaise with auditors, underwriters, CLO managers, investors, private debt managers and various...
Suggested
Holiday work
Work experience placement
Flexible hours
...financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately manages accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage...
Suggested
Local area
Remote job
Flexible hours
...venture investment performance, work closely with the operating platform and monitor KPIs to achieve goals and objectives of various JVs/SMAs.
~Evaluate and prioritize strategic investments / M&A, by:
~Conducting extensive market research to identify new investment...
Suggested
Holiday work
Local area
Work from home
Home office
3 days per week
...to fund development, fund management or investment product structuring
~ Experience in alternative investments, registered funds, SMAs, or private investment structures is required
~ Able to handle multiple tasks and prioritize assignments
~ Detail-oriented, self...
Suggested
Full time
Remote job
...fixed income, equities, and retirement strategies, across multiple vehicles such as institutional strategies, mutual funds, ETFs, and SMAs
~ Excellent writing skills and the ability to partner with investment writers, copy writers, and editors
~ Expertise in delivery...
Suggested
Work alone
...new product launches across a spectrum of products and wrappers, inclusive of traditional and alternative offerings in the form of SMAs and funds (registered and private).
Communicate with clients and internal stakeholders: The senior compliance associate will work...
Suggested
Local area
...team is seeking a Quantitative Portfolio Specialist to assist in optimizing our team’s various Equity Separately Managed Accounts (SMAs) and multi-asset model portfolios for retail distribution. The candidate will report directly to the Head of Customized Account Solutions...
Suggested
Work experience placement
$140k - $160k
...challenges with cutting-edge tech.
Here's the role at the Kernel:
Design & deploy high-impact tech for custom equities, fixed income & SMAs
Craft end-to-end portfolio tools - construction, optimization, trading & re-balancing
Master data integration & build a rock-...
Suggested
Remote job
Relocation
