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.
Investment Analyst CubeSmartInvestment AnalystMalvern, PAThe Real Estate Acquisitions Analyst supports the company's investment and external growth initiatives by underwriting self-storage facilities and providing market research and support throughout the acquisition and disposition process. Who we are: CubeSmart, a publicly traded real estate investment trust (NYSE: CUBE), is one of the top owners and operators of self-storage facilities in the United States.
Active Credit Structured Products Investment Analyst (ABS/CMBS/RMBS) The Vanguard GroupActive Credit Structured Products Investment Analyst (ABS/CMBS/RMBS)Malvern, PennsylvaniaLead ongoing surveillance of issuers/sectors; systematize monitoring of credit quality changes, prepayment trends, and risk factors; deliver timely updates to the desk. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Investment Analyst Susquehanna International Group LLPInvestment AnalystBala Cynwyd, PALead review of new investments, including quantitative and qualitative analysis, market and industry research, transaction and returns modeling, and company valuation. This position represents a unique opportunity for a highly motivated individual to take on a wide set of responsibilities and make a significant impact in a fast-paced, entrepreneurial environment.
Senior Investment Analyst The Vanguard GroupSenior Investment AnalystMalvern, PennsylvaniaVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. In this role, you’ll partner with clients and internal stakeholders to deliver asset allocation guidance, investment analysis, and reporting that drives informed decisions and strengthens long-term relationships.
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.
NewFinancial Analyst, Development Investment CBRE Group IncFinancial Analyst, Development InvestmentPhiladelphia, PAIt is preferred, but not required, for candidates to have at least one year of experience in a commercial real estate, finance, investment, or consulting role that required strong analytical, financial, and project management skills. Assist leadership with ad hoc projects and business initiatives by conducting research, gathering data, performing analysis, preparing presentations, and providing actionable insights to support strategic business objectives.
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.
Investment Risk Analyst The Vanguard GroupInvestment Risk AnalystMalvern, PennsylvaniaDevelops, implements, and maintains an effective and efficient risk management infrastructure to manage, measure, monitor, and report aggregate global fixed income investments risk exposures. 3. Develops and implements technology-based tools and metrics, and performs statistical data analysis to report, monitor, measure, and manage various aspects of fixed income investment risk exposures.
Senior Securities Analyst Associate - AMG Investment Office The PNC Financial Services Group IncSenior Securities Analyst Associate - AMG Investment OfficePhiladelphia, 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
NewAnalyst - Risk Oversight - Strategic Investments and Apple Card Portfolio JPMorgan Chase & CoAnalyst - Risk Oversight - Strategic Investments and Apple Card PortfolioWilmington, DEYou help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. 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.
Client Portfolio Manager, Raymond James Investment Management Raymond James Financial IncClient Portfolio Manager, Raymond James Investment ManagementBerwyn, PAUnder limited direction with a high level of autonomy, leverages extensive experience and expertise to serve as a primary advocate for Chartwell Investment Partners, an investment boutique within Raymond James Investment Management (RJIM). This role acts as a key liaison between Chartwell and internal partners across RJIM, functioning as a subject-matter expert on Chartwell's investment strategies, process, market views, and portfolio positioning.
NewJr. Fund & Investment Operations Analyst - Fund Accounting The Vanguard GroupJr. Fund & Investment Operations Analyst - Fund AccountingMalvern, PennsylvaniaVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Investment Access Senior Analyst The Vanguard GroupInvestment Access Senior AnalystMalvern, PennsylvaniaSupports the development of strong risk assessments, change management practices, internal risk monitoring and reporting infrastructure, targeted reviews, controls assurance, and external monitoring programs. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Sr. Analyst, Strategic Investments, Strategic Development Comcast CorpSr. Analyst, Strategic Investments, Strategic DevelopmentPhiladelphia, PAThe ideal candidate will be detailed oriented, a strategic thinker, knowledgeable of financial modeling, comfortable working with data and converting it into executive level presentations, a self-starter and passionate about new technologies, and able to communicate clearly with leadership at Comcast. Thats 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.
Senior Associate, Investment Banking Sharp FinancialSenior Associate, Investment BankingHorsham, PASharp 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.
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.
Media Relations Strategist - Investments The Vanguard GroupMedia Relations Strategist - InvestmentsMalvern, PennsylvaniaRemoteThis role is aligned to advancing IMG’s communications priorities, including how Vanguard communicates its investment philosophy, market perspectives, portfolio strategies, and product innovation to key audiences. Lead the development of communications materials, including press releases, executive briefing materials, and thought leadership content, ensuring accuracy, clarity, and alignment with Vanguard’s voice.
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.
Vice President - Investments Automatic Data Processing IncVice President - InvestmentsWilmington, DEResponsible for portfolio management, trade execution and investment of (a) fixed income portfolios invested in government and agency securities, investment‑grade corporate bonds, triple-A rated structured products with maturities up to 10 years, and (b) short‑term investments, including but not limited to time deposits and government money market funds. As the VP of Investments will be the primary portfolio manager of multiple fixed income portfolios within the Delaware Investment Center, including the Canadian and UK client funds' portfolios (in their respective local currencies) and several USD-denominated corporate portfolios.
Technology Leadership Program - Investment Systems The Vanguard GroupTechnology Leadership Program - Investment SystemsMalvern, PennsylvaniaThe Technology Leadership Program is a two-year rotational development program available to graduating college seniors who are ready to enter the business world, and eager to develop their technical expertise in Investment Systems while building their leadership skills. As part of the Technology Leadership Program in the Investment Systems track, you’ll design and support technology solutions that power Vanguard’s investment lifecycle—from portfolio management and trading to data and operational systems.
Manager, Investment Fund Services (Hybrid) SEI Investments CoManager, Investment Fund Services (Hybrid)Oaks, PAAs a manager of the accounting and key fund administration functions, you will provide information to the Financial Reporting team for the preparation and coordination of the annual and semi-annual financial statements; prepare/review SEC filings (e.g., N-PORT, N-CEN ); assist the Tax team with distribution calculation and tax reporting processes, assist Treasury Services with annual fund expense budgets and quarterly updates, including reviewing of expense payments; preparing and reviewing Board related materials. You will manage the team supporting the daily accounting operation of your assigned funds, support annual audits, coordinate/onboard new funds and clients, serve as a liaison between clients, external service providers and internal teams, and work closely with all parties to insure procedures and controls are followed and to provide accurate Net Asset Values (NAVs).
Front-Office / Buyside Post Production Technical Support Specialist - (API, ETL tool usage, Java and/or C# programming) Investment Trading Software Fixed Income and Equities - Charles River Development State Street CorpFront-Office / Buyside Post Production Technical Support Specialist - (API, ETL tool usage, Java and/or C# programming) Investment Trading Software Fixed Income and Equities - Charles River DevelopmentPA$100,000–$167,500 / yearJava and C# programming Windows and Unix (Linux) Knowledge of ETL tools such as Kettle and Talend Familiarity with at least one SCM (Perforce would be a plus) XML and XSLT Understanding of ERDs Tomcat configuration and optimization N-tier application architecture SOAP/XML and messaging software like MQ Series, MSMQ, Sonic MQ, Open JMS, Kafka In-depth knowledge of one of the following RDBMS: Oracle or MS SQL Server Perl Self-motivated and Self-driven BS/MS in Computer Science or equivalent field. We truly believe our employees diverse backgrounds, experience and perspective 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.
Multi-Asset Investment Product Strategist The Vanguard GroupMulti-Asset Investment Product StrategistMalvern, PennsylvaniaAs a key member of Vanguard’s Portfolio Review Department (PRD)—the team responsible for overseeing Vanguard’s global investment product lineup—you’ll play a pivotal role in advancing key priorities across our Multi-Asset Solutions (MAS) group. Partner with senior investment and business leaders, subject matter experts, and cross-functional teams to evaluate existing products and assess potential enhancements or new offerings.
NewInvestment Lifecycle Audit Engagement Manager The Vanguard GroupInvestment Lifecycle Audit Engagement ManagerMalvern, PennsylvaniaIn this role you will oversee risk-based audit and consulting engagements across the Investment Lifecycle, including front (investment/portfolio management), middle (investment operations), and back (fund accounting and oversight) office. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Investment Management Product Manager (Product Analytics & Technology) Vanguard GroupInvestment Management Product Manager (Product Analytics & Technology)Malvern, PAJoin us as an Investment Management Product Manager to help create innovative technology solutions with enterprise-wide impact and uncover data-driven insights in support of the ongoing development of Vanguard's investment product lineup. We're looking for someone with experience in investment product analysis and/or technical product management (including experience in AI-development), who thrives on collaboration and is excited to deliver solutions that make a real difference for our business partners.
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.
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. Business Acumen, Collaborating, Competitive Environment, Decision Making and Critical Thinking, Design Thinking, Effective Communications, Emerging Technologies, Innovation, Knowledge Of Product Line, Problem Solving, Producing Results, Solutions DevelopmentWork Experience.
Product Manager II - Alternative Investments Product Management PNC BankProduct Manager II - Alternative Investments Product ManagementPhiladelphia, PennsylvaniaAs 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. Business Acumen, Collaborating, Competitive Environment, Decision Making and Critical Thinking, Design Thinking, Effective Communications, Emerging Technologies, Innovation, Knowledge Of Product Line, Problem Solving, Producing Results, Solutions DevelopmentWork Experience.
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.
NewInvestment Strategy Co-Op Glenmede CorpInvestment Strategy Co-OpPhiladelphia, PATrack and report on domestic and international economic and financial market developments 2. Prepare Investment Strategy materials and other presentations for internal or external meetings 3. Prepare and distribute weekly Investment Strategy notes outlining important information and events regarding the financial markets 4. Perform specific research of existing investments and potential opportunities 5. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
Manager - Strategic Financial Planning & Investments CVS Health CorpManager - Strategic Financial Planning & InvestmentsPARemote$54,300–$145,860 / yearQualifications: 5+ years of experience in financial planning, strategic analysis, business consulting, or related fields Strong analytical and problem-solving skills, with the ability to interpret financial data and translate it into actionable insights Experience supporting enterprise-wide projects and cross-functional teams Proficient in Microsoft Excel, PowerPoint, and Word Effective written and verbal communication skills Highly organized and self-motivated with attention to detail Education: Bachelor's degree preferred in Finance, Business, Economics, or a related field Master's degree or relevant certifications (e.g., CPA, CFA) are a plus, but not required. Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
Chief Investment Officer TAG EisnerAmper, LLC (Inactive)Chief Investment OfficerPhiladelphia, PAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Prosperity- An EisnerAmper Company is seeking a Chief Investment Officer who will be the firm's strategic investment leader, responsible for shaping long‑term investment direction, driving platform innovation, and ensuring portfolios reflect the firm's tax‑aware philosophy.
Alternative Investments Analyst Lincoln National CorpAlternative Investments AnalystRadnor, PA$79,601–$145,100 / yearThe Alternative Investments Analyst is a member of the investment team responsible for the research, due diligence, and ongoing evaluation of Lincolns alternative investment portfolio, including private equity buyout, growth equity, real assets, hedge funds, and other non-traditional strategies. 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.
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.
Head of Innovation & Emerging Technology, Global Investment & Finance Systems The Vanguard GroupHead of Innovation & Emerging Technology, Global Investment & Finance SystemsMalvern, PennsylvaniaThe role partners closely with Investment Management, Finance, Enterprise Technology, Risk, and Data leaders to translate emerging technologies into scalable, production‑grade solutions in a highly regulated environment. We are seeking a Head of Innovation & Emerging Technology to lead the research, engineering, and responsible adoption of artificial intelligence and emerging technologies across Global Investment & Finance Systems (GIFS).
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.
Commercial Investment Sales Agent Marcus & Millichap IncCommercial Investment Sales AgentPhiladelphia, PAThe firm has perfected a powerful property marketing system that integrates broker specialization by property type and market area; the industry's most comprehensive investment research; a long-standing culture of information sharing; relationships with the largest pool of qualified investors; and state-of-the-art technology that matches buyers and sellers. Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesPhiladelphia, 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.
Director of Investment Operations & Administration Wsfs FinancialDirector of Investment Operations & AdministrationBerwyn, Pennsylvania$156,562–$257,207.50Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Familiarity with trading and portfolio management systems (e.g., Eclipse, Orion, Bloomberg, Morningstar and Factset); Understanding of data management, reporting, and planning systems used in Private Wealth Management; Comfort navigating technology and digital transformation initiatives.
NewInvestment 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.