Senior Investment Director Cambridge Associates Private ClientsSenior Investment DirectorBoston, MAOur worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. Today the firm delivers a range of services across asset classes, including investment advising, discretionary portfolio management, research and investment.
Investment Quantitative Product Consultant MassMutualInvestment Quantitative Product ConsultantBoston, MassachusettsYou’ll partner closely with QRD, Portfolio Management, and Technology to turn investment and quantitative needs into scalable, high‑quality solutions—supporting portfolio construction, investment analysis, and scenario testing in an Agile/DevOps environment. As an Investment Quantitative Product Consultant on the Quantitative Product Development team within Quantitative Research & Development (QRD), you’ll build and improve the portfolio management and analytics tools used by Portfolio Managers, Quantitative Strategists, and Investment Research teams.
Internal Alternative Investment Sales Specialist SEiInternal Alternative Investment Sales SpecialistPennsylvaniaThis role is directly accountable for sales activities toward positioning alternative investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns, networking (both internally, and externally including remotely and at industry conferences), prospecting, giving presentations, understanding client needs, demonstrating system functionality, and having advanced knowledge of specific alternative investment funds, fund managers, and asset classes along with the risks and return profiles of each asset class. To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Senior Vice President Performance Media, Investment IncSenior Vice President Performance Media, InvestmentNew York, New YorkSignificant experience managing media for a Financial Services client (banking, insurance, wealth management, fintech, or credit cards) — understanding of FINRA, FDIC, and financial services compliance as it relates to media is strongly preferred. You will also directly manage a VP of Media Investment and oversee a broader investment team, while serving as the connective tissue between client leadership, agency discipline leads, and Omnicom's group investment infrastructure.
Investment Managing Director, Private Clients Cambridge Associates Private ClientsInvestment Managing Director, Private ClientsBoston, MAFocus areas include leading client relationships (both discretionary and non-discretionary) interacting directly with key decision makers (family members, Board or IC members, Family Office staff and outside advisors), driving investment strategy and asset allocation, investment manager selection and evaluation, risk management, and investment performance monitoring. Responsibilities regarding new business development include building referral networks through strong work with existing clients and related outside advisors, partnering with business development professionals to qualify prospective clients, and leading pitches in conjunction with other investment team members.
WM Global Investment Office - Institutional Innovation Lead, Investing with Impact / Impact Private Markets, Executive Director Morgan StanleyWM Global Investment Office - Institutional Innovation Lead, Investing with Impact / Impact Private Markets, Executive DirectorNew York, NY$175,000–$265,000 / yearThe Investing with Impact team within GIO is responsible for leading the creation, development and execution of investment strategies, solutions, tools and reporting to deliver holistic wealth solutions for individual and institutional clients that seek to generate both market-rate returns and positive environmental and social impact. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
VP, Head of Investment Accounting Reinsurance Group of America IncVP, Head of Investment AccountingChesterfield, MO$180,220–$268,400 / yearOwns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.
Senior Associate/Vice President, Investments - Credit Portfolio Solutions Brookfield Corp.Senior Associate/Vice President, Investments - Credit Portfolio SolutionsNew York, NY$180,000–$275,000 / yearISG is seeking a Senior Associate/Vice President to join the Credit Portfolio Solutions team in an investment role with significant responsibility across portfolio construction, investment strategy coverage and diligence, portfolio management, and client engagement. 5-8 years of relevant experience in investment banking, private equity, credit, real estate, infrastructure, fund-of-funds, investment consulting, or investment solutions roles at a major alternative asset manager.
Senior Investment Advisor WSFS Financial CorpSenior Investment AdvisorHershey, PA$133,728–$219,696.75 / yearThis position requires internal communications, including participation in select internal committee meetings; knowledge, understanding and application of fiduciary and investment principles, including compliance requirements; knowledge of securities processing and clearing; knowledge of trust & accounting systems; knowledge of investment systems to support trading and performance analysis and technology to support recordkeeping and payment history; and interface with Trust Operations Service Partners. Bryn 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.
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.