Investment Management Product Manager (Product Analytics & Technology) The Vanguard GroupInvestment Management Product Manager (Product Analytics & Technology)Malvern, PennsylvaniaJoin us as an Investment Management Product Manager to help create innovative technology solutions with enterprise-wide impact and uncover data-driven insights in support of the ongoing development of Vanguard’s investment product lineup. We’re looking for someone with experience in investment product analysis and/or technical product management (including experience in AI-development), who thrives on collaboration and is excited to deliver solutions that make a real difference for our business partners.
Multi-Asset Investment Product Strategist The Vanguard GroupMulti-Asset Investment Product StrategistMalvern, PennsylvaniaAs a key member of Vanguard’s Portfolio Review Department (PRD)—the team responsible for overseeing Vanguard’s global investment product lineup—you’ll play a pivotal role in advancing key priorities across our Multi-Asset Solutions (MAS) group. Partner with senior investment and business leaders, subject matter experts, and cross-functional teams to evaluate existing products and assess potential enhancements or new offerings.
Investment Market Director PNC BankInvestment Market DirectorPhiladelphia, 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.
Investment Director Air LiquideInvestment DirectorNewark, DelawareR10087983 Investment Director (Open) Location: Newark, DE (ICD) - Support functions The Innovation and Development Division (IDD) drives the innovation strategy for the Hubs and Operations, and contributes to the Group's transformation. Work on financial analysis with the help of CFO and an analyst: business plan analysis, valuation with different methodologies (DCF, comparables, etc.) Actively participate in board meetings and meetings with other investors in your portfolio companies.
Real Estate Agent / Associate (Investment Sales) Greysteel Company LlcReal Estate Agent / Associate (Investment Sales)Philadelphia, PAYour efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.
Investment Specialist - RIA Channel The HartfordInvestment Specialist - RIA ChannelWayne, PennsylvaniaThe role also involves elevating ICG’s presence as a trusted thought leader, serving as a subject matter expert across Hartford Funds’ product suite, the competitive landscape, and evolving capital market and asset allocation trends. Hartford Funds’ Investment Consultant Group (ICG) serves as a center of excellence for investment insight, delivering differentiated analysis, education, and thought leadership to both internal partners and external clients.
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.
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.
Financial Advisor, Truist Investment Services, Lancaster, PA Truist Financial CorporationFinancial Advisor, Truist Investment Services, Lancaster, PAWayne, 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. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Tax Manager, Alternative Investments bdo consultingTax Manager, Alternative InvestmentsPhiladelphia, PA$112,000–$150,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
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.
Alternative Investment Fund Accountant The Vanguard GroupAlternative Investment Fund AccountantMalvern, PennsylvaniaOversee 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.
Senior Associate, Market Engagement Lead - Community Impact & Investment (Wilmington) Capital OneSenior Associate, Market Engagement Lead - Community Impact & Investment (Wilmington)Wilmington, 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.
IT Technical Lead, Equity Investment Management Systems The Vanguard GroupIT Technical Lead, Equity Investment Management SystemsMalvern, PennsylvaniaLead the design, delivery, and modernization of EIG's portfolio management, trading, and investment platforms, ensuring scalable, resilient, and secure solutions that support global equity investment teams managing trillions of dollars in assets and approximately $800 billion in annual trading volume. These platforms enable the management of trillions of dollars in equity assets and support the execution of approximately $800 billion in equity trading volume annually, making them essential to daily portfolio construction, investment decision-making, and trade execution processes.
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.
Avp, RPS Investment & Wealth Products Lincoln Financial GroupAvp, RPS Investment & Wealth ProductsRadnor, PA$127,500–$232,300 / yearAs the AVP, RPS Investment & Wealth Products on the Retirement Plan Services (RPS) Product Solutions leadership team, you will provide leadership, direction and functional expertise for the investment & wealth product suite (which includes IRA's, collective investment trusts, retirement income and annuities, mutual funds, etc.). Partner with pricing and business line leaders to analyze impacts of strategic solutions on ROE, market viability, marketing and sales strategy and integration, operational capability and overall awareness and acceptance of innovative development.
Director of Investment Operations & Administration Wsfs FinancialDirector of Investment Operations & AdministrationBerwyn, Pennsylvania$156,562–$257,207.50Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Familiarity with trading and portfolio management systems (e.g., Eclipse, Orion, Bloomberg, Morningstar and Factset); Understanding of data management, reporting, and planning systems used in Private Wealth Management; Comfort navigating technology and digital transformation initiatives.
Senior Developer, Equity Investment Management Systems The Vanguard GroupSenior Developer, Equity Investment Management SystemsMalvern, PennsylvaniaYou 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 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 Wealth Investment Advisor Associate Wilmington TrustSenior Wealth Investment Advisor AssociateWilmington, DelawareParticipate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. Under direction, provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.