Institutional Investment Consulting Associate Marsh & McLennan Companies IncInstitutional Investment Consulting AssociatePhiladelphia, PA$67,000–$134,000 / yearAs an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Product Manager II - Investment Office The PNC Financial Services Group IncProduct Manager II - Investment OfficePhiladelphia, PAAs part of the Investment Office Product Management team, you will be responsible for helping to streamline the delivery of the bank's best-in-class investment platform; specifically, the role is focused on supporting investment data/systems management, reporting, analytics and content management functions. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Licensed Investment Services Consultant - PNC Wealth Management The PNC Financial Services Group IncLicensed Investment Services Consultant - PNC Wealth ManagementPA$37,000–$61,750 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Promotes PNC's products and services to existing and prospective clients held either collectively in a book of business or through referred opportunities, demonstrating how PNC can help them achieve their financial goals.
In-house Paralegal (Finance/Investment Management) SourcePro SearchIn-house Paralegal (Finance/Investment Management)Wayne, PennsylvaniaCore Responsibilities: Preparing and updating investment company regulatory filings with the SEC, including prospectuses, statements of additional information, reports to shareholders, proxy materials, and other regulatory filings. This role will support he Financial Services Legal Department of our large and well respected financial service and insurance provider client and will be based in the Wayne PA office.
Investment Operations Specialist PitcairnInvestment Operations SpecialistConshohocken, PAPRIMARY FUNCTION: The Investment Operations Specialist will support the investment operations team and will be primarily focused on modeling and execution of trades, holdings analysis and recommended transitions, coordination with external managers, and supporting account compliance in the resolution of accounts that are out of balance and/or drafting new investment policy statements for clients as appropriate. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support.
Investment Management - Business Strategy Manager DeloitteInvestment Management - Business Strategy ManagerPhiladelphia, PA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Associate Investment Advisor PNC BankAssociate Investment AdvisorPhiladelphia, PennsylvaniaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Financial Analysis Senior Associate - Card Acquisitions Investments JPMorgan Chase & CoFinancial Analysis Senior Associate - Card Acquisitions InvestmentsWilmington, DEPerform detailed quantitative analysis and design analytical framework utilizing SAS/SQL programming and Alteryx/Tableau to predict key account performance and profitability drivers and improve forecasting methodologies. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
MBA Internship - Investment Management The Vanguard GroupMBA Internship - Investment ManagementMalvern, PennsylvaniaComplement your education with real-world experience in the summer of 2027 Vanguard’s MBA Internship Program – Investment Management Track is an opportunity to use your real passion for investments to directly impact the financial future of our investors! Experience first-hand our culture of continual growth, learning directly from world-class investment professionals while being exposed to the breadth and depth of our global investment, corporate strategy and investment strategy teams!
Senior Operations Consultant - Investment Information Management Bank of America CorpSenior Operations Consultant - Investment Information ManagementPennington, NJ$63,000–$105,000 / yearResponsibilities:Leads the design, development, and implementation of complex products, systems, and services in an operations environment using subject matter expertiseManages projects and direct activities of a team related to special initiativesAdvises as a technical expert in assigned area by providing work direction, guidance, and training to employees and business partners on new complex initiativesBuilds relationships with business partners across various Lines of BusinessManages and defines responsibilities and accountabilities for key program and projectsDesign and execute strategic roadmaps supporting performance platform enhancements, operational improvements, and technology transformation initiatives. Required Qualifications:Strong knowledge of wealth management products, investment performance, account structures, and performance-related data sources.2 to 4 years experience with investments and investments products1 to 3 years demonstrated success in establishing and monitoring operations metricsAbility to communicate sophisticated performance, financial, and mathematical concepts clearly to both technical and non-technical audiences.
Senior Operations Consultant - Investment Information Managment Bank of America CorpSenior Operations Consultant - Investment Information ManagmentPennington, NJ$63,000–$105,000 / yearResponsibilities:Leads the design, development, and implementation of complex products, systems, and services in an operations environment using subject matter expertiseManages projects and direct activities of a team related to special initiativesAdvises as a technical expert in assigned area by providing work direction, guidance, and training to employees and business partners on new complex initiativesBuilds relationships with business partners across various Lines of BusinessManages and defines responsibilities and accountabilities for key program and projectsRequired Qualifications:Advanced knowledge of investment performance measurement methodologies, including Time-Weighted Rate of Return (TWRR), Money-Weighted Rate of Return (MWRR), Modified Dietz, asset weighting, aggregation methodologies, and risk statistics. Key responsibilities include analyzing and resolving complex investment performance calculation discrepancies and return outliers, providing support to business partners and Financial Advisors, driving operational improvements, supporting performance platform enhancements, and translating sophisticated performance methodologies and analytical concepts into actionable business solutions.
Investment Associate Clay Cove CapitalInvestment AssociatePhiladelphia, PAReports To Chief Investment Officer Direct Reports Oversight of Analysts Works Closely With Internal: Asset Management, Investment OperationsExternal: Senior Investment Professionals, Operating Partners, Investors, Lenders, Brokers, Consultants & Advisors Committee Participation Investment Committee (support role) Total Rewards. Position Investment Associate Department Investments Location Philadelphia, PA (In-Office) Travel As needed for site visits & industry events Timeline Fall 2026 Clay Cove Capital is a real estate private equity firm that builds niche real estate platforms.
Head of Content Strategy - AMG Investment Office PNC BankHead of Content Strategy - AMG Investment OfficePhiladelphia, PennsylvaniaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Advisor, Truist Investment Services, Bristol, PA Truist Financial CorpFinancial Advisor, Truist Investment Services, Bristol, PABristol, 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. 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.
Head of Americas Investment Product Implementation The Vanguard GroupHead of Americas Investment Product ImplementationMalvern, PennsylvaniaThe role serves as the senior implementation partner to Portfolio Review Department and Investment Management Group leadership, Oversight & Manager Search, and enterprise partners including Finance, IT, Legal, Enterprise Growth, and the Enterprise Transformation Office. In service of more than 50 million investors worldwide, Vanguard depends on disciplined, high-quality product implementation to turn strategy into reality across mutual funds, ETFs, CITs, and private market vehicles.
Senior Associate, Market Engagement Lead - Community Impact & Investment Capital OneSenior Associate, Market Engagement Lead - Community Impact & InvestmentWilmington, DelawareCommunity Impact and Investment is kicking off a multiyear transformation to increasingly align business strategy and social impact; launch new, different, and more holistic approaches to investing in our communities; use Capital One’s volunteer time and talent in increasingly strategic ways; and use data, analytics, research, and inclusive design to inform more targeted and actionable consulting to our business partners on topics related to a broad view of financial inclusion. The Community Impact and Investment team supports Capital One through leading enterprise volunteerism, conducting market research, fostering community relationships, grant making, originating Community Development Financial/Institution (CDFI) loans and partnering with and advising LOBs.
Alternative Investment Fund Accountant Vanguard GroupAlternative Investment Fund AccountantMalvern, PAResponsibilities: Oversee a suite of private markets and alternative investment funds, helping ensure fund accounting and reporting activities are accurate, timely, and well-controlled across internal teams and external service providers. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Risk Director, Personal Wealth (Brokerage & Investments) Vanguard GroupRisk Director, Personal Wealth (Brokerage & Investments)Malvern, PAThe successful candidate will partner closely with business, technology, operations, legal, compliance, and audit stakeholders to strengthen risk management practices, enhance governance and control effectiveness, and provide thoughtful risk-based guidance that enables innovation while protecting Vanguard, its clients, and its reputation. The division operates across a complex landscape of advice, brokerage & investments, cash management, wealth management, and technology-enabled services, creating unique opportunities to influence both business outcomes and client success.
Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumPennington, NJ$28.85–$36.06 / hourWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Transactional Associate- Environmental with Commercial Real Estate Investment & Development focus (mid-level)- Philadelphia Greenberg TraurigTransactional Associate- Environmental with Commercial Real Estate Investment & Development focus (mid-level)- PhiladelphiaPhiladelphia, PennsylvaniaPractice Summary: This position works with the transactions team, which focuses on environmental diligence and the mitigation of environmental risks associated with the acquisition, development, management, leasing, financing, and sale of commercial real estate. This includes evaluating environmental risk, overseeing related regulatory compliance programs, structuring brownfield redevelopment efforts, and negotiating the environmental aspects of sophisticated deals across multiple jurisdictions.