Senior Associate, Investment Management Publicis Groupe SASenior Associate, Investment ManagementPhiladelphia, PA$50,065–$66,360 / yearResponsibilities Your Impact: You will have a strong understanding of the overall media marketplace and partner landscape You will have deep understanding of agency investment tools You will bring a basic understanding of partnership opportunities, deals and terms You will bring a basic understanding of agency Terms + Conditions and media partner contracting process Day-to-Day You will be responsible for the oversight and accuracy of campaign set-up and stewardship in agency media buying platform You will be accountable for accuracy of Insertion Orders sent to media partners You will be accountable for on-budget delivery of media investment You will be accountable for the actualization and reconciliation of media investment You will be responsible for reconciling invoices, client media billing reports, partner payment mitigation and resolution. You will be responsible for the development and delivery of Marketplace Value workbooks You will be responsible for campaign closures You may be responsible for training and mentoring of Associates Qualifications Minimum of 18 months - 2+ years media planning or buying experience 1+ years experience using MS excel (can perform complex functions) 6 months - 1+ years media investment systems and tools (Mediaocean) Optional: HCP/Pharma media planning and media strategy experience Additional information Our Publicis Groupe motto "Viva La Différence" means we're better together, and we believe that our differences make us stronger.
Senior Associate, Investment Team LLR PartnersSenior Associate, Investment TeamPhiladelphia, PennsylvaniaCommunicate effectively with senior investment professionals, business development colleagues, value creation team members, management teams, bankers, consultants, lenders, attorneys, and other transaction advisors. Develop research-driven investment theses by identifying attractive markets, mapping competitive landscapes, assessing market structure, and forming a view on where LLR can create differentiated value.
Independent Risk Management Director, Investment Products SofiIndependent Risk Management Director, Investment ProductsGreenville, DE$160,000–$275,000 / yearAs part of the Second Line of Defense (2LOD), this individual will provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we scale and grow this business. This role will act as the primary risk partner to Invest leadership, providing credible challenge, strategic risk advisory, and oversight across all material risk categories associated with the business, excluding Compliance Risk, which is overseen by a dedicated Invest Compliance organization.
Financial Advisor, Truist Investment Services, Philadelphia, PA Truist Financial CorpFinancial Advisor, Truist Investment Services, Philadelphia, PAPhiladelphia, PAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Tax Manager - Alternative Investment Funds AndersenTax Manager - Alternative Investment FundsPhiladelphia, PennsylvaniaThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
Tax Manager - Alternative Investment Funds Andersen Tax LLCTax Manager - Alternative Investment FundsPhiladelphia, PA4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor's and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
NewFinancial Advisor, Truist Investment Services, Philadelphia, PA Truist Financial CorporationFinancial Advisor, Truist Investment Services, Philadelphia, PAPhiladelphia, PAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Technical Product Manager, Investment Book of Record (IBOR), Specialist The Vanguard GroupTechnical Product Manager, Investment Book of Record (IBOR), SpecialistMalvern, PennsylvaniaYou will focus on monitoring and optimizing existing products, troubleshooting complex issues, and implementing enhancements that maintain stability and scalability, while aligning technology delivery with business objectives to support enterprise-wide impact. Leads technical product management activities for multiple technical products, or one strategic technical product within IBOR, ensuring alignment with portfolio accounting and investment operations workflows.
Senior Developer, Equity Investment Management Systems Vanguard GroupSenior Developer, Equity Investment Management SystemsMalvern, PAYou will work closely with portfolio managers, traders, product managers, architects, and fellow engineers to develop innovative, scalable, and resilient solutions that enable investment professionals to make informed decisions and efficiently manage portfolios. The platform supports the management of trillions of dollars in equity assets and facilitates approximately $800 billion in annual equity trading volume, making it a critical component of Vanguard's investment ecosystem.
Technical Lead, Application Engineering (Investment/Risk) The Vanguard GroupTechnical Lead, Application Engineering (Investment/Risk)Wayne, PennsylvaniaHighly preferred : Strong knowledge of investment management processes, investment data, portfolio analytics, risk management, and investment systems, with the ability to combine technical and business expertise to deliver effective solutions for Investment Management business needs. This role requires sound technical judgment to evaluate trade-offs, manage technical risks and dependencies, perform root cause analysis, ensure high-quality deliverables, and guide teams through complex technology decisions.
Investment Consultant, Specialist Vanguard GroupInvestment Consultant, SpecialistMalvern, PAThe specialist serves as a critical link between investment strategy and implementation, delivering the expertise, coordination, and execution leadership required to achieve client objectives while continuously advancing Vanguard's transition consulting capabilities, operating infrastructure, and differentiated client offering. The role also acts as a go-to investment resource for internal partners, providing portfolio analysis, market insights, competitive intelligence and implementation guidance, while contributing to the evolution of Vanguard's transition consulting capabilities and mentoring junior crew members to strengthen investment expertise.
Investment Consultant - Warrington, PA FidelityInvestment Consultant - Warrington, PAWarrington, PennsylvaniaRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
NewInvestment Operations Specialist Lead City National BankInvestment Operations Specialist LeadNewark, DelawareRemote$28.58–$45.66 / hourFull timeProvides consultative support and acts as a resource for internal and external business partners; Responsible for processing investment transactions and reconciling account information; Coordinates information and trade instructions among various trade desks and operational areas. Position will serve as a liaison between City National Bank and SEI Private Trust Company for such transactions as Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset transfers.
Vice President, Investment Services Nomura Holdings IncVice President, Investment ServicesPhiladelphia, PA$175,000–$200,000 / yearBy connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Orchestrate cross-functional initiatives across Compliance, Investment Risk, Legal, Middle Office, Investment Operations, Operational Risk, and Technology to deliver seamless client outcomes and operational excellence.
Audit Director | Alternative Investment Group CBIZ IncAudit Director | Alternative Investment GroupPhiladelphia, PAWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
Model Risk - Investment Management Nomura Holdings IncModel Risk - Investment ManagementPhiladelphia, PA$160,000–$190,000 / yearConduct independent validation of complex models used in IMD covering quantitative investment strategies, index calculation including Quantitative Investment Strategies (QIS), automated execution, as well as models used in risk management and performance reporting. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking).
Financial Advisor, Truist Investment Services, Bristol, PA Truist BankFinancial Advisor, Truist Investment Services, Bristol, PABristol, PennsylvaniaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.
Senior Compliance Officer, Investments Compliance American International GroupSenior Compliance Officer, Investments CompliancePhiladelphia, PAWorking knowledge of NY, DE and PA U.S. State insurance investment regulation, along with NAIC Model Laws - Investments of Insurers Model Act; background understanding of the Investment Advisers Act of 1940 and the Investment Company Act of 1940 is a plus. The base salary range for this position in New York, NY is $163,000-204,000, in New Jersey and Boston MA is $160,000-$200,000, and $159,000-$199,000 in Chicago, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantPhiladelphia, PAKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerPhiladelphia, PAKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.