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Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

WealthBridge Financial Group is seeking a results-oriented Investment Advisor Representative to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.As a Investment Advisor Representative at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.Requirements<ul><li>Bachelor's degree in finance, accounting, or a related field.</li><li>Experience in financial consulting or a similar role is preferred.</li><li>Strong analytical and problem-solving skills.</li><li>Excellent communication and interpersonal skills to effectively connect with clients.</li><li>Demonstrated ability to build and maintain client relationships.</li><li>Licenses or certifications in financial planning are a plus.</li></ul>Benefits<ul><li>Top-tier health coverage including medical, dental, and vision plans for you and your dependents</li><li>401(k) retirement plan with company match to help you build long-term security</li><li>Life and disability insurance for added peace of mind</li><li>Employee wellness programs and mental health resources</li><li>Career growth opportunities and ongoing training support</li></ul>

WealthBridge Financial Group

Investment Advisor Representative

Accounting

Analysis Skills

Communication Skills

Customer Relations

Customer/Client Research

Dental Insurance

Develop and Maintain Customers

Finance

Financial Analysis

Financial Planning

Health Plan

Interpersonal Skills

Investment Services

Management Strategy

Problem Solving Skills

Psychiatry and Mental Health

Retirement Planning

Service Delivery

Vision Plan

Wealth Management

Workable

FULL_TIME

YEAR

Create strategic and tactical investment macro allocations, evaluate and enhance allocations as needed, as well as build and identify the best implementation instruments. This individual will manage a team of investments employees who service the needs of high net-worth clients to ensure their needs and expectations are met.

Waldron Private Wealth (Waldron) is looking for a Sr. Director of Investments to oversee and be the direct point of contact for client engagements from an investment capacity. This individual will manage a team of investments employees who service the needs of high net-worth clients to ensure their needs and expectations are met. In this role you will:<ul><li>Manage the activities and execution of the investment functions for clients with combined AUM up to $1B who are assigned to their team. </li><li>Communicate with clients regarding portfolio strategies, performance, and the market environment.</li><li>Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements. Develop and monitor custom portfolio strategies.</li><li>Approve trading and rebalancing recommendations. </li><li>Contribute to and provide a sounding board for the firm’s due diligence process. Oversee the due diligence process for new and existing investment strategies. Establish the due diligence and manager selection criteria.  </li><li>Coordinate and manage investment research. Evaluate investment offerings (e.g. usage, flow, overlap, etc.) and research complimentary new offerings. </li><li>Create strategic and tactical investment macro allocations, evaluate and enhance allocations as needed, as well as build and identify the best implementation instruments.  </li><li>Take on a leadership role in decision making on investments. </li></ul>Powered by JazzHR

Waldron Private Wealth

Sr. Director - Investments

Due Diligence

High Net Worth

Investment Management

Investment Strategy

Leadership

Strategic Planning

Team Lead/Manager

partner JazzHR

The 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.

Investment Associate (Experienced) reposted 3/13/26Innovation Works | Pittsburgh, PAAbout Innovation WorksInnovation Works (IW) is one of the nation’s most active early-stage investors and a key driver of the Pittsburgh region’s startup ecosystem. Through direct investments, venture funds, and strategic support, IW helps launch and scale high-growth technology companies. IW also manages Riverfront Ventures (RFV), a venture capital fund focused on supporting promising startups and accelerating regional innovation.The RoleInnovation Works is seeking a mid-level Investment Associate to support the firm’s investment activities across its early-stage portfolio and venture fund operations. This role is ideal for a highly analytical professional who is passionate about startups, venture investing, and emerging technologies.The 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. Key ResponsibilitiesDeal Flow & Investment Diligence<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Conduct market research, competitive landscape analysis, and preliminary investment evaluation.</li><li style="margin-bottom:11px">Support diligence processes, including document review, reference calls, and financial analysis.</li><li style="margin-bottom:11px">Prepare internal investment summaries and materials for Investment Committee discussions.</li><li style="margin-bottom:11px">Participate in founder meetings and assist in follow-up diligence and analysis.</li></ul>Portfolio Operations & Reporting<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Maintain accurate portfolio and investment data in Salesforce.</li><li style="margin-bottom:11px">Track follow-on investment activity and company performance metrics.</li><li style="margin-bottom:11px">Support quarterly reporting processes for Riverfront Ventures.</li><li style="margin-bottom:11px">Assist with annual portfolio valuations in coordination with external auditors.</li></ul>Investment Operations<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Prepare materials and documentation for Investment Committee meetings.</li><li style="margin-bottom:11px">Take meeting minutes and ensure proper documentation and follow-up.</li><li style="margin-bottom:11px">Coordinate scheduling of founder presentations and diligence discussions.</li></ul>Investor Relations & Ecosystem Engagement<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Maintain investor CRM records and support outreach to potential co-investors.</li><li style="margin-bottom:11px">Assist in preparing materials for investor meetings and ecosystem engagements.</li><li style="margin-bottom:11px">Coordinate logistics for investor events and venture ecosystem programming.</li></ul>Data & Market Research<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Conduct market research and sector analysis to support investment evaluation.</li><li style="margin-bottom:11px">Assist with the preparation of IW’s annual Investment Landscape Report.</li><li style="margin-bottom:11px">Maintain datasets related to regional venture financing activity and portfolio performance.</li></ul> Qualifications<ul style="margin-bottom:11px"><li style="margin-bottom:11px">3–5 years of experience in venture capital, investment banking, private equity, consulting, finance, or other analytical roles.</li><li style="margin-bottom:11px">Strong analytical and financial modeling skills; advanced Excel proficiency preferred.</li><li style="margin-bottom:11px">Experience working with startups or early-stage companies strongly preferred.</li><li style="margin-bottom:11px">Familiarity with venture capital financing structures and startup ecosystems.</li><li style="margin-bottom:11px">Experience with CRM systems such as Salesforce is a plus.</li><li style="margin-bottom:11px">Excellent written and verbal communication skills.</li></ul> What We’re Looking For<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Strong intellectual curiosity about technology, startups, and venture investing.</li><li style="margin-bottom:11px">Highly organized with exceptional attention to detail.</li><li style="margin-bottom:11px">Ability to manage multiple priorities in a fast-paced environment.</li><li style="margin-bottom:11px">Proactive, self-directed work style with strong ownership of projects.</li><li style="margin-bottom:11px">Collaborative mindset and high level of personal integrity.</li></ul> Why Join Innovation WorksThis role provides a unique opportunity to work at the center of one of the country’s most dynamic regional innovation ecosystems. The Investment Associate will gain hands-on exposure to venture investing, support the growth of breakthrough startups, and contribute to the continued development of Pittsburgh as a national technology hub. Equal Opportunity EmployerInnovation Works, Inc. is an equal opportunity employer committed to creating a respectful and welcoming workplace. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or veteran status. All employment decisions are based on qualifications, merit, and business needs. Powered by JazzHR

Innovation Works, Inc.

Investment Associate

Competitive Analysis/Strategy

Competitive Research

Consulting

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Data Management

Data Sets

Detail Oriented

Documentation Review

Ecosystems

Emerging Technology

External Audit

Financial Modeling

High Tech Industry

Industry/Trade Analysis

Investment Analysis

Investment Capital

Investment Reporting

Investor Relations

Logistics

Market Research

Multitasking

Organizational Skills

Performance Metrics

Presentation/Verbal Skills

Private Banking

Process Management

Record Keeping

Sales Qualification

Salesforce.com

Startup

Team Player

Venture Capital

Writing Skills

This role partners with senior leadership, park teams, Finance, and IT to ensure capital investments are accurately budgeted, tracked, and reported, while maintaining alignment with overall financial targets. Today, Herschend is the largest family-held themed attractions company, with over 40 leading attractions and immersive experiences that reach audiences worldwide.

Our story began 75 years ago when the Herschend family discovered wonder deep in an Ozark Mountain cave-and chose to share it with the world. Today, Herschend is the largest family-held themed attractions company, with over 40 leading attractions and immersive experiences that reach audiences worldwide. While each brand offers something unique, all are united by a shared purpose: Bringing Families Closer Together by Creating Memories Worth Repeating®. Our passionate hosts make this purpose possible through everyday acts of love and service-what we call Heartspitality®-the intersection of heart and hospitality. As an equal-opportunity employer, we strive to provide environments where every host, guest, and partner feel welcome, valued, and loved. We firmly believe that words and actions matter, which is why all individuals are to be treated equally and with respect. The Capital Analyst supports the planning, coordination, and financial tracking of capital projects across the Herschend portfolio. This role partners with senior leadership, park teams, Finance, and IT to ensure capital investments are accurately budgeted, tracked, and reported, while maintaining alignment with overall financial targets. ***Please Note*** This role may be based on location at any Herschend property or at a Herschend Property Support Center office. We are currently looking for a: Property Support Center - Capital Analyst Roles & Responsibilities: ESSENTIAL DUTIES & RESPONSIBILITIES <ul><li>Partner with Herschend senior leadership to develop annual capital budget targets for each park within the portfolio. </li><li>Coordinate with park teams to develop and compile annual capital project lists. </li><li>Review capital project plans to ensure alignment with approved budget targets and proper project naming for asset tracking. </li><li>Create and maintain unique project codes within Workday for accurate financial tracking. </li><li>Load and manage approved capital projects in Workday and Galaxy Plus tracking and reporting systems. </li><li>Facilitate in-year requests for new capital projects and resolve project variances while maintaining the overall capital expenditure (capex) budget. </li><li>Review and approve Workday capital project Purchase Orders to ensure accuracy, completeness, and alignment with approved projects. </li><li>Coordinate monthly capital project forecasting across all parks. </li><li>Prepare and distribute monthly capital project tracking and forecasting reports. </li><li>Collaborate with Finance and IT teams to manage and enhance capital tracking and reporting tools (Workday and Galaxy Plus). </li><li>Support the leadership with project planning, reporting, and related inquiries. </li><li>Perform other duties as assigned to support capital planning and execution. </li></ul>EXPERIENCE & EDUCATION<ul><li>Bachelor's degree in Finance, Accounting, Business Administration, Construction Management, or a related field required. </li><li>2-5 years of experience in financial analysis, capital planning, project coordination, or a related field preferred. </li><li>Experience working with budgeting, forecasting, and financial reporting processes. </li><li>Familiarity with enterprise financial systems (Workday preferred) is a plus. </li></ul>SKILLS & QUALIFICATIONS<ul><li>Strong analytical and financial acumen with attention to detail. </li><li>Advanced proficiency in Microsoft Excel; ability to analyze and interpret data effectively. </li><li>Strong organizational skills with the ability to manage multiple priorities and deadlines. </li><li>Effective communication and collaboration skills across cross-functional teams. </li><li>Problem-solving mindset with the ability to identify discrepancies and recommend solutions. </li></ul>Team member benefits: Working at Herschend Family Entertainment is all about creating memories worth repeating! We truly believe that where you work matters and, as a theme park company, we like to think we know a thing or two about what makes people happy. Herschend Perks & Benefits:<ul><li>Competitive compensation </li><li>Management Bonus Plan </li><li>Comprehensive health and wellness package </li><li>401k Savings and Investment plan </li><li>Free admission to Kennywood, Sandcastle. and Idlewild </li><li>Generous Paid Time Off </li></ul> When you join Herschend, you do more than simply advance your career. You become part of the Herschend family, a group of talented people who drive innovation, embrace change, and deliver results. Do not miss the chance to spark your career now!

Herschend

Property Support Center - Capital Analyst

Administrative Skills

Amusement Parks

Asset Management

Budget Management

Budgeting

Business Administration

Capital Analysis

Capital Budgeting

Capital Expenditure (CAPEX)

Capital Project

Construction Management

Cross-Functional

Data Analysis

Financial Reporting

Financial Systems

Forecasting

Microsoft Excel

Project Planning

Project Tracking

Project/Program Coordination

Purchase Orders

Sales Closing Skills

Time Management

Hire Recruits

ADAPTED_NOW

That’s why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life. Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company - by joining huddles, making call backs and helping us elevate opportunities to do better for our customers.

Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast.Job SummaryPosition is part of the FP&A team that supports the capital financial management within the Keystone Region. Responsible for preparing and analyzing financial and back-end capital processes. Collaborate with cross-functional teams to ensure accurate forecasting, budgeting, and strategic alignment of capital investments. Candidate must have strong proficiency in working with large, complex datasets. Key responsibilities include reporting, financial modeling, and variance analysis. Works with moderate guidance in own area of knowledge.Job DescriptionCore Responsibilities<ul><li>Manage capital project budgets and purchase orders</li><li>Prepare weekly, monthly, and quarterly reports related to both capital finance and fleet management.</li><li>Participates with the preparation of month and year-end processes by reviewing actual vs. budget/forecast variances, reviewing financial trends.</li><li>Performs additional Business Operations duties and tasks as required.</li><li>Consistent exercise of independent judgment and discretion in matters of significance.</li><li>Regular, consistent and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime as necessary.</li><li>Other duties and responsibilities as assigned.</li></ul>Employees at all levels are expected to:<ul><li>Understand our Operating Principles; make them the guidelines for how you do your job.</li><li>Own the customer experience - think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services.</li><li>Know your stuff - be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences.</li><li>Win as a team - make big things happen by working together and being open to new ideas.</li><li>Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company - by joining huddles, making call backs and helping us elevate opportunities to do better for our customers.</li><li>Drive results and growth.</li><li>Support a culture of inclusion in how you work and lead.</li><li>Do what's right for each other, our customers, investors and our communities.</li></ul>Disclaimer:<ul><li>This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications.</li></ul>Comcast is an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law.Skills:Financial Reporting and Analysis; Capital Management; Microsoft Excel; Forecasting; Collaboration Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus. Additionally, Comcast provides best-in-class Benefits to eligible employees. We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. That’s why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life. Please visit the <a href="https://jobs.comcast.com/benefits" rel="nofollow">compensation and benefits summary </a> on our careers site for more details. EducationBachelor's DegreeWhile possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience.Relevant Work Experience2-5 Years

Ready to fast-forward your career? Then join Comcast as we shape the future at the intersection of media + technology. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. 
 
We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. 
 
If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast. Learn more about us or start your job search now!

Investment Jobs in Castle, PA

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Investment Jobs in Castle, PA

Investment Advisor Representative WealthBridge Financial Group

Sr. Director - Investments Waldron Private Wealth

Investment Associate Innovation Works, Inc.

Property Support Center - Capital Analyst Herschend

Analyst 2, Finance Comcast Corporation

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