NewTax 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.
Investment Analyst - Philadelphia, PA Go Store ItInvestment Analyst - Philadelphia, PAPhiladelphia, PAThis is your chance to make a direct impact in a high-growth environment , gain exposure to full investment lifecycles , and grow alongside a team that values entrepreneurial thinking, collaboration, and results . We're looking for an Investments Analyst to join our dynamic team and help drive acquisition and development strategy in the booming self-storage sector .
Analyst, Fund Investment & Managed Solutions Hamilton Lane AdvisorsAnalyst, Fund Investment & Managed SolutionsConshohocken, PennsylvaniaWe currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. FIMS team members conduct investment due diligence, screen new investment opportunities, contribute to private equity & private credit research reports, prepare client deliverables and work on special projects to support client servicing.
Analyst, Fund Investment & Managed Solutions Hamilton Lane IncAnalyst, Fund Investment & Managed SolutionsConshohocken, PAWe currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. FIMS team members conduct investment due diligence, screen new investment opportunities, contribute to private equity & private credit research reports, prepare client deliverables and work on special projects to support client servicing.
Multifamily Investment Analyst Independence Realty Trust IncMultifamily Investment AnalystPhiladelphia, PAIndependence Realty Trust, Inc (NYSE: IRT) is a publicly traded real estate investment trust (REIT) that owns and operates multifamily apartments. We are seeking a Multifamily Investment Analyst to join our team and gain hands-on exposure to real estate underwriting, market analysis, due diligence, and portfolio management.
Investment Data Analyst The HartfordInvestment Data AnalystWayne, PennsylvaniaThe role will focus on centralizing all consumable data required by the team, which will contribute to maintaining a high level of data consistency and accuracy across the team and firm. Overview of the role : The primary duties of the Investment Data Analyst is to drive and enhance data automation within Hartford Funds Investment Management Group.
Investment Data Analyst The Hartford Insurance Group IncInvestment Data AnalystWayne, PA$70,000–$90,000 / yearVisual Basic (VBA) experience a plus Working knowledge of Morningstar, Lipper, Bloomberg or Factset an advantage Experience working with structured data using a modern scripting language, preferably R, Python, SQL or SAS. The role will focus on centralizing all consumable data required by the team, which will contribute to maintaining a high level of data consistency and accuracy across the team and firm.
Sr. Multi-Asset Investment Research Analyst Lincoln National CorpSr. Multi-Asset Investment Research AnalystRadnor, PA$108,501–$195,900 / yearWrites and edits a broad range of communications and presentations for internal audiences, including but not limited to Investment Committees, Board of Director Committee presentations, quarterly business reviews, and ad-hoc investment reports. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Alternative Investments Supervisor U.S. BancorpAlternative Investments SupervisorPAIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.
NewAnalyst, Investment Data Analytics Lincoln National CorpAnalyst, Investment Data AnalyticsRadnor, PA$72,900–$131,600 / yearLincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
Investment Strategy Associate M&T Bank CorpInvestment Strategy AssociateRadnor, PA$106,700–$177,900 / yearEducation and Experience Required: Bachelor's degree and a minimum of 3 years' analyst experience, or in lieu of a degree, a combined minimum of 7 years' higher education and/or work experience, including a minimum of 3 years' analyst experience. Scope of Responsibilities: The position supports the Investment Strategist team in providing research, data and strategies that reflect the best thinking of Wilmington Trust and in support of Wealth clients.
Alternative Investments Business Transformation Business Analyst, Officer State StreetAlternative Investments Business Transformation Business Analyst, OfficerPrinceton, New JerseyWe truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Credit Underwriter II - Global Wealth & Investment Management Bank of America CorpCredit Underwriter II - Global Wealth & Investment ManagementPennington, NJ$89,000–$119,000 / yearResponsibilities:Leads the credit analysis process with the support of other analysts and associatesPartners with Credit Officers, Relationship Management, and Risk teammates to understand structuring needs and requirementsMonitors operating performance and financial condition, proactively identifying issues and opportunitiesAssists in delivery of financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making processReviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedureMay have primary coverage responsibility for a portfolio of clients with limited complexity and credit approval for certain credit actionsParticipate in loan structure conversations and completion of loan documentation with internal/external legal partnersUnderwrite and obtain credit approval for marketable securities loan products, including detailed collateral analysis across control/restricted stock, REIT operating units, exchange funds, and derivative securitiesPartner with Global Wealth and Investment Management client teams to support credit requests, participate in upfront deal discussions, and negotiate loan structures and covenants aligned with creditworthiness and risk appetiteProactively manage the deal pipeline to ensure timely progression of new and existing complex transactions or portfolios, completing and reviewing credit analysis, evaluating risks, and writing financial analysisRequired Qualifications:3-5+ years of commercial and/or private wealth management credit experienceStrong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streamsStrong negotiation and communication skillsOrganized and detail oriented with ability to multi-task, with prior experience in a high-volume production environmentProficiency in Word, Excel and PowerPointExcellent interpersonal skills and the ability to build business partnerships with risk, services and client teams who may not be co-locatedDesired Qualifications:Formal Credit Training and/or Commercial/Wealth Management credit experience preferredBachelor's degree in business administration, finance, accounting or economics preferredExperience with marketable securities lending preferredSkills:Attention to DetailCredit and Risk AssessmentFinancial AnalysisUnderwritingWritten CommunicationsAnalytical ThinkingCredit Documentation RequirementsFinancial Forecasting and ModelingRecording/Organizing InformationBusiness AcumenCollaborationCollateral ManagementLoan StructuringPrioritizationShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. The Credit Underwriter II (CUII) performs all underwriting tasks for consumer/commercial loan requests to high-net-worth clients of Global Wealth and Investment Management for Merrill Lynch Wealth Management.
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.
Investment Specialist - RIA Channel The Hartford Insurance Group IncInvestment Specialist - RIA ChannelWayne, PA$100,000–$125,000 / yearThe 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.
Product Manager II - Alternative Investments Product Management The PNC Financial Services Group IncProduct Manager II - Alternative Investments Product ManagementPhiladelphia, PAAs part of the Asset Management Group (AMG) Investment Office Product Management team, you will be responsible for helping to streamline the delivery of the bank's best-in-class platform of hedge funds, private equity funds and other alternative investments; specifically, the role is focused on supporting the investment process, leading strategic initiatives to enhance client-experience, providing subject-matter-expertise, utilizing business-intelligence reporting and creating relevant content for the alternatives platform. 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.
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.
Senior Accountant, Investments & Gifts University of PennsylvaniaSenior Accountant, Investments & GiftsPhiladelphia, PA$77,330–$95,000 / yearThese analyses are key to (1) ensuring the accuracy of the University financial reporting, (2) communicating the financial health and integrity of the Consolidated University to the Board of Trustees and other interested external third parties such as prospective donors, grant making agencies, debt holders, etc., (3) maintaining and improving the University credit rating, (4) ensuring proper financial stewardship/control and (5) safeguarding University assets. The Experienced Senior Accountant/Analyst performs significant reporting and analysis processes including related internal controls and monthly, quarterly, and annual closing procedures, and highly technical and complex accounting/reporting research.
NewOCIO Chief Investment Officer U.S. BankOCIO Chief Investment OfficerPhiladelphia, PennsylvaniaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The CIO serves as a public-facing thought leader, elevating USBAM’s investment capabilities and driving innovation to meet the evolving needs of institutional OCIO clients.
Finance & Investment Funds Pursuits & Directories Sr Manager DLA Piper LLP (US)Finance & Investment Funds Pursuits & Directories Sr ManagerPhiladelphia, PA$146,349–$232,701 / yearActs as project manager throughout the pitch and proposal response lifecycle including, but not limited to: facilitating opportunity assessments; tracking opportunities; developing project plans; organizing and conducting kick-off calls with lawyers and colleagues; gathering and drafting relevant content; coordinating with client pricing, BD and other business professional colleagues; incorporating competitive intelligence to tailor responses; and ensuring high quality/error free proposals are submitted. The Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm's strategic initiatives, ss a member of the Business Development's Pursuit team, the Transactions Pursuits & Directories Manager has a primary responsibility for assisting the Firm win new business through the development of compliant, on-time, best-in-class and client-centric formal RFP responses and pitch response.
Investment Specialist RSM US LLPInvestment SpecialistPAPosition Overview The Investment Specialist will be responsible for evaluating investment portfolios as part of regulatory oversight projects (financial examinations, analysis, and special projects), assessing practices and strategies of insurance entities, identifying specific investment related issues, and recommending solutions to address findings. Support investment team in other aspects of a risk-focused financial exam, including: Develop interview questions and lead/assist in leading investments interviews of senior and executive management at companies; assess governance functions over investment areas.
Director (AVP) - Alternative Investment Services Operations Morgan StanleyDirector (AVP) - Alternative Investment Services OperationsPAActively monitoring portfolio investment and investor subscription and redemption activity for multiple PSG portfolios and custodian banks; ensuring satisfactory settlement of those transactions, including cash distributions and receipts; and developing significant levels of expertise of the holdings, terms, and transactions of multiple portfolios, in order to provide intuitive and proactive accounting oversight of these portfolios. Working effectively with third-party service providers and internal parties to ensure a high level of service for the portfolios; raising service issues in an appropriate manner and following up issues to resolution; creating or enhancing processes to improve the efficiency of the Operations and investment teams.
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.
Manager, Out-of-Home Media Investment - Mid Market/Independent digital creative media agency in Northern New Jersey Three PillarsManager, Out-of-Home Media Investment - Mid Market/Independent digital creative media agency in Northern New JerseyNew JerseyOperating within a corporate trade environment, the Manager will identify opportunities to leverage trade-based media solutions and non-disclosed pricing structures to deliver meaningful savings and incremental value to clients while maintaining the integrity of internal pricing models. This position requires a hands-on investment leader who can manage day-to-day negotiations, maintain strong relationships within the OOH marketplace, and proactively identify opportunities to elevate the organization’s presence and thought leadership within the industry.
NewInvestment Sales Agent Marcus & Millichap IncInvestment Sales AgentKing of Prussia, PAFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorPhiladelphia, PA$80,000–$241,800 / yearIn 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.
Investment Management Attorney The HartfordInvestment Management AttorneyWayne, PennsylvaniaRemoteSpecific Responsibilities of the Role : In addition to other responsibilities, the attorney will be responsible for: Overseeing the preparation and publication of Board materials and participating in Board and Committee meetings; Overseeing corporate law matters related to the Funds; Preparing disclosure documents, including registration statements, supplements, proxy statements, periodic reports to shareholders, and other regulatory filings; Drafting, reviewing, and negotiating service provider agreements; Coordinating with outside counsel and independent legal counsel; Responding to inquiries from shareholders, financial intermediaries, and regulatory authorities; Maintaining awareness of industry and regulatory developments and researching potential resolutions to issues in support of business initiatives; Providing advice on regulatory matters relating to the firm’s business activities. In addition to experience in working with registered funds, broader investment management experience, such as working with institutional separate accounts, separately managed accounts, and private funds and their advisers is desired.
NewInvestment Funds Attorney - 40 Act Hamilton Lane AdvisorsInvestment Funds Attorney - 40 ActConshohocken, PennsylvaniaWe currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. Interface with other business departments, clients/investors and their counsel, outside counsel and other parties in connection with the Company’s current and prospective closed end and evergreen comingled funds, separate accounts and single investor/fund-of-one clients.
Investment Funds Attorney - 40 Act Hamilton Lane IncInvestment Funds Attorney - 40 ActConshohocken, PAWe currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. Interface with other business departments, clients/investors and their counsel, outside counsel and other parties in connection with the Company's current and prospective closed end and evergreen comingled funds, separate accounts and single investor/fund-of-one clients.
Associate, Investment Operations VestwellAssociate, Investment OperationsKing of Prussia, PA$60,000–$75,000 / yearThe job responsibilities will include but are not limited to: Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
Senior Compliance Officer, Investments Compliance American International Group Inc (AIG)Senior 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 ideal candidate will have extensive regulatory asset management experience with a focus on U.S. domiciled insurance companies and will work closely with the Chief Compliance Officer in the day-to-day execution of the compliance program.
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.
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.
NewInvestment 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.
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.
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.
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.
NewTax 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.
Investment Funds Associate DLA Piper LLP (US)Investment Funds AssociatePA$260,000–$390,000 / yearWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; Provide timely, accurate, and quality work product; Successfully meet deadlines, expectations, and perform work duties as required; Foster positive work relationships; Comply with all firm policies and practices; Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; Ability to work under pressure and manage competing demands in a fast-paced environment; Perform all other duties, tasks or projects as assigned. The candidate will represent various public and private real estate companies, REITs, and institutional and financial investors in connection with a broad array of transactions involving acquisitions, dispositions, restructurings, complex financings, and development of commercial real estate.
NewAssociate - 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.
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.
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).
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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Somerset, NJ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Somerset, NJNJAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
Product Management Manager - Alternative Investments The PNC Financial Services Group IncProduct Management Manager - Alternative InvestmentsPhiladelphia, 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.
Tax Manager, Alternative Investments BDO USA PCTax 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. Job Summary: The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
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.
Investment Advisor Navy Federal Credit UnionInvestment AdvisorCherry Hill, NJLife & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue designations e.g. FORTUNE 100 Best Companies to Work For 2025 Yello and WayUp Top 100 Internship Programs Computerworld Best Places to Work in IT Newsweek Most Loved Workplaces 2025 PEOPLE Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2025 Best for Vets Employers Best Companies for Latinos to Work for 2025 Forbes 2025 America's Best Large Employers Forbes 2025 America''s Best Employers for New Grads Forbes 2025 America''s Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com
Investment Funds Associate Attorney Aligned Talent AcquisitionInvestment Funds Associate AttorneyPhiladelphia, PennsylvaniaAligned Talent Acquisition is actively partnering with AmLaw 50, AmLaw 100, AmLaw 200, regional, and boutique law firms throughout Philadelphia seeking Investment Funds Associate Attorneys. • Experience representing private equity funds, venture capital funds, hedge funds, sponsors, or institutional investors.