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.
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.
Financial 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.
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).
Consumer Investments - Financial Services Representative I (Pennington, NJ) Bank of America CorpConsumer Investments - Financial Services Representative I (Pennington, NJ)Pennington, NJ$25–$27 / hourThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. We 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.
Business Analytics Lead Senior - Investment Data & Innovations The PNC Financial Services Group IncBusiness Analytics Lead Senior - Investment Data & InnovationsPhiladelphia, PA$91,000–$202,800 / yearAs a Business Analytics Lead Senior within PNC''s Investment Data and Innovation organization, you will be based in Pittsburgh, or Philadelphia, PA; Cleveland, OH; Tyson''s Corner, VA; or Washington, D.C. Key Responsibilities: Lead the development of a centralized investment data warehouse, delivering a governed single source of truth for investment data that supports multiple functions or business units. 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.
Associate Investment Advisor The PNC Financial Services Group IncAssociate Investment AdvisorPhiladelphia, PAPNC 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.
Investment Advisor Sr The PNC Financial Services Group IncInvestment Advisor SrPhiladelphia, PAPNC 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.
Senior Accountant, Investments TMNA ServicesSenior Accountant, InvestmentsBala Cynwyd, PennsylvaniaTokio Marine North America Services (TMNAS) provides professional support services to Tokio Marine Group companies in the United States, including Tokio Marine America, First Insurance Company of Hawaii, and Philadelphia Insurance Companies. Essential Job Functions: -Support the investment accounting process of TMNAS, specifically as it relates to IFRS, GAAP, STAT and Management reporting and works closely with internal/external auditors and other financial professionals.
Financial Advisor, Truist Investment Services, Philadelphia, PA Truist BankFinancial Advisor, Truist Investment Services, Philadelphia, PAPhiladelphia, PennsylvaniaBanking experience helpful General 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 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.
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.
Associate - Investment Funds (Mid-Level) Advocates Legal RecruitingAssociate - Investment Funds (Mid-Level)Philadelphia, PennsylvaniaIf you're a mid-level associate with 3–5 years of focused experience in fund formation and investments across private equity, real estate, venture capital, and hedge funds, this is the move you've been waiting for. You’ll be advising elite fund sponsors and institutional investors on complex domestic and international fund structures.
Consumer Investments Money Movement Service Representative - Pennington, NJ Bank of America CorpConsumer Investments Money Movement Service Representative - Pennington, NJPennington, NJ$25–$27.85 / hourThe Money Movement Service Generalist is responsible for providing world class service to our Bank of America/Merrill clients and/or internal financial service advisors via inbound and outbound calls, as well as processing financial service transactions. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Private Equity and Investment Funds Content Specialist Troutman PepperPrivate Equity and Investment Funds Content SpecialistPhiladelphia, GA$140,000–$180,000 / yearWorking closely with practice group leadership, attorneys, and the business development team, the Private Equity and Investment Funds Content Specialist is responsible for developing high-quality content and thought leadership that positions Troutman Pepper Locke's PE group as a dominant voice in the market. The Private Equity Investment Funds Content Specialist also supports broader copywriting needs, including requests for proposals, pitch opportunities, and legal and industry trend research, and ensuring that matter descriptions are accurately captured and maintained.
Investment Accountant Sr Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft (Munich Re)Investment Accountant SrPrinceton, NJResponsible for supporting Munich Re America Services investment accounting function, including the preparation or review of balancing schedules, Munich Re required schedules, financial statement footnotes and disclosures, as well as management, regulatory and rating agency investment reporting. As well as communicating issues of significance to various parties, including the Munich Re global investment database Data Management Team, the third-party accounting agent, Munich Re America's asset manager, as well as management personnel.
Associate Director, Investments Marcus and MillichapAssociate Director, InvestmentsPhiladelphia, PACompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.