Senior Counsel--Investment Advisor The PNC Financial Services Group IncSenior Counsel--Investment AdvisorPA$100,000–$291,850 / yearThe successful candidate will bring deep, hands‑on experience advising registered investment advisers, including with respect to private funds and registered investment companies, and will serve as a legal advisor to one or more advisers. May assist in supporting PNC's capital markets advisory businesses and an exempt reporting adviser managing private equity funds, including advising on Advisers Act obligations applicable to ERAs.
NewSenior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpPittsburgh, PA$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantPittsburgh, PAThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Senior Vice President, Consultant Relations - BNY Investments The Bank of New York Mellon CorpSenior Vice President, Consultant Relations - BNY InvestmentsPA$102,000–$228,000 / yearThrough an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. In this role, youll make an impact in the following ways: Lead US Consultant Strategy: Own and execute the national consultant relations strategy, cultivating relationships with large and complex institutional consultants across the US to drive business growth and influence ratings.
Financial Advisor, Truist Investment Services, Pittsburgh, PA Truist Financial CorpFinancial Advisor, Truist Investment Services, Pittsburgh, PAPittsburgh, 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.
Investment Banking Manager Accenture PlcInvestment Banking ManagerPittsburgh, PASynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Senior Associate, Investment Consulting Willis Towers Watson PLCSenior Associate, Investment ConsultingPA$90,000–$120,000 / yearCompany Benefits: WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy, and global research services.
Investment Manager - Product Research Associate III - PNC Wealth Management PNC BankInvestment Manager - Product Research Associate III - PNC Wealth ManagementPittsburgh, PennsylvaniaInvestment Manager / Fund Research – Perform manager research, due diligence, and ongoing monitoring across investment vehicles including (but not limited to) mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and third-party multi-asset solutions for the PNC Wealth Management (PNCWM) approved list. Accuracy and Attention to Detail, Analytical Thinking, Business Data Analysis, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Influencing, Managing Multiple Priorities, Problem Solving, Regulatory Environment - Financial Services Work Experience .
CSI Investment Assistant II- Pittsburgh, PA Citizens Financial Group IncCSI Investment Assistant II- Pittsburgh, PAPittsburgh, PAYou will occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisors book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate.
Product Management Manager - Alternative Investments The PNC Financial Services Group IncProduct Management Manager - Alternative InvestmentsPittsburgh, PAPreferred experience/skills: • Extensive experience with alternative investment structures, including master-feeder, parallel funds, blocker entities, and complex multi-vehicle arrangements • Alternative investment operations experience • Alternative funds audit experience • Alternative investment fund taxation, including understanding of tax treatment, federal and state fund filings. In this role, the Manager will provide leadership and oversight across alternative investment product initiatives, partnering closely with the Multi-Asset Research and Solutions Group, Operations, Risk, Compliance, Technology, and external managers to ensure alternative investment products are efficiently delivered, accurately supported across systems, and governed by strong controls.
Investment Analyst (Level Commensurate with Experience) Federated Hermes IncInvestment Analyst (Level Commensurate with Experience)Pittsburgh, PAMinimum of 2 years of investment, fixed income or equity valuation analysis experience required; investment grade and/or high yield preferred. MAJOR DUTIES: This position performs in-depth and complex research and analysis for assigned investment sector in support of strategies and policy guidelines.
Investment Manager - Product Research Associate III - PNC Wealth Management The PNC Financial Services Group IncInvestment Manager - Product Research Associate III - PNC Wealth ManagementPittsburgh, PAInvestment Manager / Fund Research - Perform manager research, due diligence, and ongoing monitoring across investment vehicles including (but not limited to) mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and third-party multi-asset solutions for the PNC Wealth Management (PNCWM) approved list. Responsibilities include evaluating capital market assumptions, selecting default strategies/funds, monitoring performance and risk, performing performance attribution, setting strategic asset allocations, and recommending tactical adjustments based on the firm's market views.
Investment Advisor I The PNC Financial Services Group IncInvestment Advisor IPittsburgh, PA$75,000–$125,000 / 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. 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.
Bank Investment Risk Specialist Senior PNC BankBank Investment Risk Specialist SeniorPittsburgh, PennsylvaniaSpecific duties include: (1) operating financial models related to market risk, liquidity risk, capital adequacy, regulatory reporting requirements and/or credit/counterparty exposures; (2) maintaining risk management models including review and validation of data sources, documentation, outputs; (3) analyzing results of various processes such as Value-at-Risk (VaR) models, Potential Future Exposure (PFE) models, economic capital models, liquidity stress tests, backtesting and/or P&L attribution to support current regulatory requirements; (4) assessing and understanding movements in risk parameters and their impact on risk; (5) leading and executing analytical projects, from solution design and data integrity evaluation through documentation and implementation; (6) partnering with model developers to design and user acceptance test new market risk models; and (7) developing reporting infrastructure, including databases, for financial products, leveraging knowledge of computational methodologies and assisting other business groups to better utilize system capabilities and meet requirements. Must have experience with: (1) financial instruments and markets including interest-rate risk, and corporate credit risk management concepts including asset pricing, portfolio analysis, Value at Risk and stress testing; (2) markets and valuation for financial products including fixed income securities; (3) statistical methods for analyzing financial data including regression, statistical inference, and time series analyses using statistical languages; (4) probabilistic techniques for finance including financial models that rely on stochastic calculus; (5) capital assessment using quantitative methods to evaluate risk exposures and support compliance with risk-based capital framework; (6) managing and reconciling complex financial datasets, streamlining data aggregation and reporting, and resolving discrepancies to ensure data accuracy; and (7) financial computing and analysis of financial data using VBA.
NewSenior Counsel--Investment Advisor PNC BankSenior Counsel--Investment AdvisorPittsburgh, PennsylvaniaThe successful candidate will bring deep, hands‑on experience advising registered investment advisers, including with respect to private funds and registered investment companies, and will serve as a legal advisor to one or more advisers. · May assist in supporting PNC’s capital markets advisory businesses and an exempt reporting adviser managing private equity funds, including advising on Advisers Act obligations applicable to ERAs.
Bank Investment Risk Specialist Senior The PNC Financial Services Group IncBank Investment Risk Specialist SeniorPittsburgh, PASpecific duties include: (1) operating financial models related to market risk, liquidity risk, capital adequacy, regulatory reporting requirements and/or credit/counterparty exposures; (2) maintaining risk management models including review and validation of data sources, documentation, outputs; (3) analyzing results of various processes such as Value-at-Risk (VaR) models, Potential Future Exposure (PFE) models, economic capital models, liquidity stress tests, backtesting and/or P&L attribution to support current regulatory requirements; (4) assessing and understanding movements in risk parameters and their impact on risk; (5) leading and executing analytical projects, from solution design and data integrity evaluation through documentation and implementation; (6) partnering with model developers to design and user acceptance test new market risk models; and (7) developing reporting infrastructure, including databases, for financial products, leveraging knowledge of computational methodologies and assisting other business groups to better utilize system capabilities and meet requirements. Must have experience with: (1) financial instruments and markets including interest-rate risk, and corporate credit risk management concepts including asset pricing, portfolio analysis, Value at Risk and stress testing; (2) markets and valuation for financial products including fixed income securities; (3) statistical methods for analyzing financial data including regression, statistical inference, and time series analyses using statistical languages; (4) probabilistic techniques for finance including financial models that rely on stochastic calculus; (5) capital assessment using quantitative methods to evaluate risk exposures and support compliance with risk-based capital framework; (6) managing and reconciling complex financial datasets, streamlining data aggregation and reporting, and resolving discrepancies to ensure data accuracy; and (7) financial computing and analysis of financial data using VBA.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerPA$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.
Specialist, Paralegal II - Investments The Bank of New York Mellon CorpSpecialist, Paralegal II - InvestmentsPittsburgh, PAIn this role, youll make an impact in the following ways: Provide paralegal assistance and support to a team of legal professionals responsible for timely and accurate completion of a high volume of bank collective fund disclosure documents and US registered fund regulatory filings and related documentation. To be successful in this role, were seeking the following: Paralegal certificate from a business school, college, or university, or equivalent paralegal experience in a corporate, government, or private law firm setting.
Financial Advisor, Truist Investment Services, Pittsburgh, PA Truist BankFinancial Advisor, Truist Investment Services, Pittsburgh, PAPittsburgh, Pennsylvania2. Banking 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.
Staff Accountant - Investment Office Carnegie Mellon UniversityStaff Accountant - Investment OfficePittsburgh, PAThe equities-focused investment portfolio comprises premier investment management firms across the globe with an emphasis on private equity, including VC, growth, and buyouts, as well as allocations to hedge funds and traditional investments. Created through generous gifts and augmented by careful financial stewardship, Carnegie Mellon's $4 billion investment portfolio serves as a key strategic and growing asset to support the university's research and education mission.
Operations Associate - Investment Office Carnegie Mellon UniversityOperations Associate - Investment OfficePittsburgh, PAThe equities-focused investment portfolio comprises premier investment management firms across the globe with an emphasis on private equity, including VC, growth, and buyouts, as well as allocations to hedge funds and traditional investments. Created through generous gifts and augmented by careful financial stewardship, Carnegie Mellon's $4 billion investment portfolio serves as a key strategic and growing asset to support the university's research and education mission.
Staff Accountant – Investment Office Carnegie Mellon UniversityStaff Accountant – Investment OfficePittsburgh, PennsylvaniaThe equities-focused investment portfolio comprises premier investment management firms across the globe with an emphasis on private equity, including VC, growth, and buyouts, as well as allocations to hedge funds and traditional investments. Created through generous gifts and augmented by careful financial stewardship, Carnegie Mellon’s $4 billion investment portfolio serves as a key strategic and growing asset to support the university’s research and education mission.
Investment Associate Innovation WorksInvestment AssociatePittsburgh, PennsylvaniaThe Investment Associate works closely with the CEO and Senior Investment Associate to evaluate new investment opportunities, manage portfolio data and reporting, coordinate diligence processes, and support investor engagement. IW also manages Riverfront Ventures (RFV), a venture capital fund focused on supporting promising startups and accelerating regional innovation.
Remote-Real Estate Investment Representative/Acquisitions Agent RebuiltRemote-Real Estate Investment Representative/Acquisitions AgentPittsburgh, PARemoteRebuilt ( www.rebuilt.com ) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.
Hybrid Real Estate Investment Representative/Disposition Agent RebuiltHybrid Real Estate Investment Representative/Disposition AgentPittsburgh, PennsylvaniaRebuilt ( www.rebuilt.com ) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.
Investment Associate Synergy Staffing IncInvestment AssociatePittsburgh, PAThe Investment Associate works closely with the CEO and Senior Investment Associate to evaluate new investment opportunities, manage portfolio data and reporting, coordinate diligence processes, and support investor engagement. The role offers broad exposure to venture investing and the opportunity to work with founders, investors, and ecosystem partners shaping the future of the Pittsburgh technology economy.
U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase & CoU.S. Private Bank - Private Banker - Executive DirectorPittsburgh, PAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the worlds most prominent corporate, institutional and government clients under the J.P.
Private Client Banker KeyCorpPrivate Client BankerWexford, PA$25–$38.46 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Licensed Private Client Banker KeyCorpLicensed Private Client BankerCranberry Township, PA$25–$38.46 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Universal Banker II Nicolet National BankUniversal Banker IIPittsburgh, PAThe Universal Banker II will play a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience. Refer customers to partners for consumer loans, home equity loans/lines, credit cards, business banking, and investment/wealth services.
Managing Director, Broker-Dealer Supervision NewEdge Capital GroupManaging Director, Broker-Dealer SupervisionPittsburgh, PennsylvaniaThe role is distinct from the compliance function and focuses on day-to-day operational supervision — ensuring the firm meets its FINRA Rule 3110 obligations and that supervisory controls are embedded in business processes firm-wide. Must possess complex problem-solving skills to deal with the daily challenges that arise from supervising registered representatives that engage in multiple and different lines of business.