Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Bank of America CorpConsumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)Pennington, NJ$26.92–$29.33 / hourAn Investment Specialist Trainee (responsibilities):• Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams• Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications• Focuses daily on service to sales with existing Merrill clients• Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goalsYou're the kind of person that (required skills):• Is client-focused with a passion for excellence and a positive team attitude.• Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment.• Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.• Is an effective communicator with an aptitude for sales and relationship management• Has strong computer skills• Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.• Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.• Is ambitious, disciplined, hardworking, resilient and willing to learn.
Investment Analyst Madison-DavisInvestment AnalystRed Bank, NJCandidates coming from Investment Banking, Private Equity, Corporate Banking, Leveraged Finance, Transaction Advisory, or other transaction-oriented finance backgrounds will find strong opportunity for accelerated development, increased responsibility, and long-term growth within a lean investment platform. A growing private equity investment firm focused on specialized real asset investments is seeking an Investment & Acquisitions Analyst to join its front-office investment team.
Alternative Investments Analyst Rockefeller Capital ManagementAlternative Investments AnalystHamilton, New Jersey$85,000–$100,000 / yearFull timeThe individual will: support the alternative investments product management function, where the primary responsibility is delivering and maintaining differentiated investment offerings to clients, and serve as a key liaison among investment managers, investor relations teams, Compliance, Operations, Technology, Finance, Distribution, custodian, and external tech partners to support the successful distribution and ongoing management of alternative investment products. Position: As a member of the Alternative Investments team in the Rockefeller Global Investment Management organization, the individual will work closely with the team and others to manage the Company’s alternative investment platform and support of the Rockefeller Private Advisors teams utilizing the platform.
IT - Technical Business Analyst - Investments Data Platform Ampcus IncorporatedIT - Technical Business Analyst - Investments Data PlatformHolmdel, NJ$61–$73 / hourThe ideal candidate will have hands-on experience working with investment data (holdings, trades, securities, ratings, cash flows) and will play a key role in driving data integration, automation, and reporting capabilities across the platform. This role partners closely with Product Manager/Product Owner, and business stakeholders to capture, analyze, and translate complex investment data requirements into scalable technology solutions.
Technical Business Analyst Investments Data Platform Resource Logistics, Inc.Technical Business Analyst Investments Data PlatformHolmdel, NJThe ideal candidate will have hands-on experience working with investment data (holdings, trades, securities, ratings, cash flows) and will play a key role in driving data integration, automation, and reporting capabilities across the platform. This role partners closely with Product Manager/Product Owner, and business stakeholders to capture, analyze, and translate complex investment data requirements into scalable technology solutions.
Investment & Funding Analyst - Woodbridge, NJ Provident Financial Services IncInvestment & Funding Analyst - Woodbridge, NJIselin, NJ$77,000–$110,000 / yearPlease note: The base pay actually offered may vary based upon the candidate's skills and experience, job‑related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. Serves as an active member of the Asset Liability Committee and helps develop strategies to manage interest rate risk, liquidity risk, and capital, as well as support Pricing Committee initiatives.
Desktop Support Engineer VIP / Investment Management ICONMA, LLCDesktop Support Engineer VIP / Investment ManagementPrinceton, NJ$19.50–$22.50 / hourProvide dedicated on-site desktop support for front-office users including portfolio managers, traders, research analysts, and sales teams. Our client, a IT Services and Consulting company, is looking for a Desktop Support Engineer – VIP / Investment Management for their Princeton, NJ location.
Transaction Management Operations Analyst - Investment and Monetary Controls (Wealth Management Operations) Bank of America CorpTransaction Management Operations Analyst - Investment and Monetary Controls (Wealth Management Operations)Pennington, NJ$25–$36.92 / hourKey responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. 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.
Executive Director, Investment Business Analysis Reinsurance Group of America IncExecutive Director, Investment Business AnalysisNJ$126,710–$188,840 / yearThe Executive Director partners closely with Investment leaders, Technology, Data, and Architecture teams to ensure solutions are fit for purpose and ready for adoption. The Executive Director, Investment Business Analysis is a senior delivery and functional leader responsible for overseeing business analysis execution across major investment initiatives.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyBRIDGEWATER, NJ$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
Desktop Support Engineer - VIP / Investment Management Iconma LLCDesktop Support Engineer - VIP / Investment ManagementPrinceton, NJProvide dedicated on-site desktop support for front-office users including portfolio managers, traders, research analysts, and sales teams. Required Skills & Experience: 4-8 years in IT Desktop Support or Trade Floor Support within Asset Management or Financial Services.
Accountant - Investment Operations, North American Finance Group NSU AWAC Services CompanyAccountant - Investment Operations, North American Finance GroupNew JerseyHeadquartered in Bermuda, Allied World has offices in Atlanta, Boston, Brisbane, Chicago, Costa Mesa, Dallas, Dublin, Farmington (CT), Hong Kong, Houston, London, Los Angeles, Malaysia, Manchester, Miami, Nashville, New Jersey, New York, Philadelphia, San Francisco, Singapore, Sydney, Switzerland and Toronto. Work with the parent company to maintain the PAM investment sub-ledger as it relates to Allied World investments by maintaining appropriate monitoring activities (including appropriate recording, reconciling and accounting therein).
Residential Real Estate Agent – Break Into Commercial & Investment Real Estate J Elkon RealtyResidential Real Estate Agent – Break Into Commercial & Investment Real EstateToms River, NJOur agents have access to sales coaching, professional development, CRM and technology, marketing and graphic design support, transaction and administrative support, lead-generation systems, professional office space, and ongoing accountability. Our brokerage gives agents the opportunity to develop beyond traditional residential sales and gain exposure to commercial real estate, investment properties, leasing, and working with investors and business owners.
Solution Architect - Corporate Functions Finance, Risk, Investments The Guardian Life Insurance Company of AmericaSolution Architect - Corporate Functions Finance, Risk, InvestmentsHolmdel, NJ$118,980–$195,465 / yearThe Solution Architect focuses on solution design, delivery enablement, and technical problem solving, building solutions while collaborating with Business stakeholders, Enterprise Architecture and platform teams to align with broader enterprise patterns. This role operates within a federated Enterprise Architecture (EA) model, partnering closely with business technology and platform teams to shape solutions in real time while improving accountability, speed, and delivery alignment.
Financial Advisor, Truist Investment Services, Bristol, PA Truist Financial CorporationFinancial Advisor, Truist Investment Services, Bristol, PABristol, 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. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.
Senior Operations Consultant - Investment Information Management Bank of America CorpSenior Operations Consultant - Investment Information ManagementPennington, NJ$63,000–$105,000 / yearResponsibilities:Leads the design, development, and implementation of complex products, systems, and services in an operations environment using subject matter expertiseManages projects and direct activities of a team related to special initiativesAdvises as a technical expert in assigned area by providing work direction, guidance, and training to employees and business partners on new complex initiativesBuilds relationships with business partners across various Lines of BusinessManages and defines responsibilities and accountabilities for key program and projectsDesign and execute strategic roadmaps supporting performance platform enhancements, operational improvements, and technology transformation initiatives. Required Qualifications:Strong knowledge of wealth management products, investment performance, account structures, and performance-related data sources.2 to 4 years experience with investments and investments products1 to 3 years demonstrated success in establishing and monitoring operations metricsAbility to communicate sophisticated performance, financial, and mathematical concepts clearly to both technical and non-technical audiences.
Senior Operations Consultant - Investment Information Managment Bank of America CorpSenior Operations Consultant - Investment Information ManagmentPennington, NJ$63,000–$105,000 / yearResponsibilities:Leads the design, development, and implementation of complex products, systems, and services in an operations environment using subject matter expertiseManages projects and direct activities of a team related to special initiativesAdvises as a technical expert in assigned area by providing work direction, guidance, and training to employees and business partners on new complex initiativesBuilds relationships with business partners across various Lines of BusinessManages and defines responsibilities and accountabilities for key program and projectsRequired Qualifications:Advanced knowledge of investment performance measurement methodologies, including Time-Weighted Rate of Return (TWRR), Money-Weighted Rate of Return (MWRR), Modified Dietz, asset weighting, aggregation methodologies, and risk statistics. Key responsibilities include analyzing and resolving complex investment performance calculation discrepancies and return outliers, providing support to business partners and Financial Advisors, driving operational improvements, supporting performance platform enhancements, and translating sophisticated performance methodologies and analytical concepts into actionable business solutions.
Solution Architect - Corporate Functions Finance, Risk, Investments Guardian LifeSolution Architect - Corporate Functions Finance, Risk, InvestmentsHolmdel, NJ$118,980–$195,465 / yearThe Solution Architect focuses on solution design, delivery enablement, and technical problem solving, building solutions while collaborating with Business stakeholders, Enterprise Architecture and platform teams to align with broader enterprise patterns. This role operates within a federated Enterprise Architecture (EA) model, partnering closely with business technology and platform teams to shape solutions in real time while improving accountability, speed, and delivery alignment.
Financial Advisor, Truist Investment Services, Bristol, PA Truist Financial CorpFinancial Advisor, Truist Investment Services, Bristol, PABristol, 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. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients'' individual goals and investment needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Monmouth Junction, NJ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Monmouth Junction, NJMonmouth Junction, NJAid 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.