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 NFI IndustriesInvestment AnalystCAMDEN, New Jersey$95,000–$125,000 / yearFull timeThe Investment Analyst will have a broad range of responsibilities to provide analytical support to the real estate team for acquisitions, redevelopment, developments, financing, asset management, leasing, and investment reporting to help grow and manage an 18 million square foot, national industrial real estate platform. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
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 Analyst PitcairnInvestment AnalystConshohocken, PAPrimary Function: The Investment Analyst supports Pitcairn's investment research and due diligence work, helping build, analyze, and maintain the strategies that make up client portfolios across public equity, fixed income, real assets, hedge funds, and private markets. Exposure to asset allocation or portfolio construction frameworks and the math beneath them: mean-variance optimization and the efficient frontier, risk and return contribution, correlation and covariance estimation, and their practical limits.
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.
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.
Investment Analyst, Funds Strategy Lincoln National CorpInvestment Analyst, Funds StrategyRadnor, PA$94,875–$151,800 / 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. Must haves: Proven Project Management Ability: Demonstrated success managing multiple concurrent projects, coordinating cross-functional stakeholders, tracking milestones, and driving initiatives to completion in a deadline-driven environment.
Acquisitions & Investment Mgmt - 2028 Summer Analyst Morgan Properties TrustAcquisitions & Investment Mgmt - 2028 Summer AnalystConshohocken, PAThe Summer Analyst will shadow members of the investment team in their daily work and attend weekly pipeline meetings as well as assist in evaluating new investment opportunities and managing current assets under management. Morgan Properties and its affiliates own and manage a multifamily portfolio comprising over 110,000 units across more than 400 communities in 22 states - the company is consistently one of the largest owners of multifamily in the country.
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.
NewMarsh People and Investments Workforce and Rewards Consulting Analyst- Philadelphia/ Washington DC- College Program 2027 Marsh McLennanMarsh People and Investments Workforce and Rewards Consulting Analyst- Philadelphia/ Washington DC- College Program 2027Philadelphia, PennsylvaniaWorkforce and Rewards brings clients a range of integrated solutions across several practice areas: Executive Rewards, Workforce Rewards, HR Transformation, Talent Strategy, Workforce Planning & Analytics, and Change Management and Communications. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Product Manager II - Investment Office PNC BankProduct Manager II - Investment OfficePhiladelphia, PennsylvaniaAs 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.
NewMarsh People And Investments Workforce And Rewards Consulting Analyst- Philadelphia/ Washington DC- College Program 2027 Marsh & McLennan Companies, Inc.Marsh People And Investments Workforce And Rewards Consulting Analyst- Philadelphia/ Washington DC- College Program 2027Philadelphia, PAWorkforce and Rewards brings clients a range of integrated solutions across several practice areas: Executive Rewards, Workforce Rewards, HR Transformation, Talent Strategy, Workforce Planning & Analytics, and Change Management and Communications. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Vice President, Business Manager (Investments) Nomura Holdings IncVice President, Business Manager (Investments)Philadelphia, PA$170,000–$200,000 / yearBy connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking. As a key member of the business management team, youll combine financial acumen, strategic thinking, and operational expertise to optimize team economics, enhance decision-making, and accelerate critical initiatives.
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.
Alternative Investment Services Private Equity Portfolio Accounting Operations Director Morgan StanleyAlternative Investment Services Private Equity Portfolio Accounting Operations Directorwest conshohocken, PAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world.
Defined Contribution Investment Product Specialist The PNC Financial Services Group IncDefined Contribution Investment Product SpecialistPhiladelphia, PA$91,000–$185,900 / 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.
Director (AVP) - Alternative Investment Services Hedge Fund Portfolio Accounting Operations Morgan StanleyDirector (AVP) - Alternative Investment Services Hedge Fund Portfolio Accounting Operationswest conshohocken, PAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Work alongside portfolio management teams in support of portfolio management activities including investment valuation, cash management, investor capital activity, and other ad hoc requests {D Part 2: Scope of Role What you'll bring}.
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).
Investment & Finance Expert - Remote YO AI LabsInvestment & Finance Expert - RemotePhiladelphia, PennsylvaniaRemoteWe are looking for finance professionals with experience in investment banking, private equity, venture capital, hedge funds, or growth equity to help evaluate and improve AI models' financial reasoning. Evaluate AI outputs related to valuation, financial modeling, markets, and investments.
Licensed Investment Services Consultant - PNC Wealth Management The PNC Financial Services Group IncLicensed Investment Services Consultant - PNC Wealth ManagementPA$37,000–$61,750 / 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. Promotes PNC's products and services to existing and prospective clients held either collectively in a book of business or through referred opportunities, demonstrating how PNC can help them achieve their financial goals.