Senior Associate, Investment Banking Sharp FinancialSenior Associate, Investment BankingHorsham, PennsylvaniaSharp Financials’ Investment Banking practice serves growing middle-market and lower middle-market companies, guiding them through M&A transactions as a seller or buyer, developing liquidity strategies, and sourcing and structuring debt or equity financing. Sharp Financial creates value for our clients through our pioneering integrated financial management platform, combining business strategy, accounting, tax, wealth management, investment banking, and family office services.
Planned Investment Manager Tristone NashPlanned Investment ManagerReading, Berkshire£48,000–£52,000Lead on the building and management of sustainable and meaningful partnerships so that our contractors are resilient, and profitable whilst delivering good quality services in the way our customers expect. We are working with a registered social landlord, who are recruiting a Planned Investment Manager to lead the delivery of a range of projects within capital programmes, from inception through to completion.
NewVice President, Investment and Wealth Solutions Ascensus LLCVice President, Investment and Wealth SolutionsPAResponsible for driving new revenue growth and profitability across the Ascensus platform by optimizing existing asset manager partnerships, driving co-manufacturing and product innovation, and developing wealth solutions that help advisors and partners serve their clients' broader savings and wealth goals beyond the workplace, all in support of partner efforts to drive client expansion. Ability to lead within a tech-enabled business and drive the development of suitable technology solutions and product and services platforms that deliver differentiation in the marketplace and effectuate great outcomes.
Analyst, Tax Overlay & Portfolio Implementation SEI Investments CoAnalyst, Tax Overlay & Portfolio ImplementationPAWhat we need from you: The ideal candidate will possess an understanding of the investment advisory business including a base understanding of investment product types (e.g., managed accounts, ETFs, mutual funds) and investment advisor operations (i.e. portfolio accounting, portfolio rebalancing, corporate action processing, and trade settlements). SEI's competitive advantage: 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.