20 Results for

Investment Jobs in Muhlenberg, PA

Jobs

Wayne, PA30+ days ago

$70,000–$90,000 Per Year

Visual 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.

New!

Malvern, PA4 days ago

$50–$55 Per Hour

Proficiency in writing Jira user stories with clear acceptance criteria. • Experience working in Agile delivery environments, including PI Planning.

Berwyn, Pennsylvania30+ days ago

$156,562–$257,207.50

Bryn 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.

PA30+ days ago

You will have the opportunity to partner with a diverse team and grow your careerWhat we need from you:BA / BS in Accounting, Finance, Economics, Mathematics or equivalent work experienceInternship experience preferredIntermediate skills in Microsoft Excel The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or qualityStrong written and verbal communication skills as you will primarily support your clients through email and/or phone callsStrong customer service skills as you will be communicating daily with internal clients and your clientsWhat we would like from you:A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignmentsCollaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environmentCuriosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

Wayne, PA30+ days ago

Remote

$150,000–$200,000 Per Year

Specific Responsibilities of the Role: In addition to other responsibilities, the attorney will be responsible for: Overseeing the preparation and publication of Board materials and participating in Board and Committee meetings; Overseeing corporate law matters related to the Funds; Preparing disclosure documents, including registration statements, supplements, proxy statements, periodic reports to shareholders, and other regulatory filings; Drafting, reviewing, and negotiating service provider agreements; Coordinating with outside counsel and independent legal counsel; Responding to inquiries from shareholders, financial intermediaries, and regulatory authorities; Maintaining awareness of industry and regulatory developments and researching potential resolutions to issues in support of business initiatives; Providing advice on regulatory matters relating to the firm's business activities. In addition to experience in working with registered funds, broader investment management experience, such as working with institutional separate accounts, separately managed accounts, and private funds and their advisers is desired.

Wayne, PA30+ days ago

Full-time

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.

New!

Reading, Berkshire1 day ago

£48,000–£52,000

Lead 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.

Malvern, PA30+ days ago

Influences and employs a variety of qualitative and quantitative analysis techniques to continually improve the user experience including assessing the role of AI in both analytics capabilities and enhancements to user experience in the research studio environment. As part of our Investment Management Insights team, you will play a critical role in driving the development and deployment of analytics capabilities and technology that support the organizations data-driven investment strategies.

New!

Malvern, PA6 days ago

Maintains effective working relationships with external clients and business partners that includes outside investment management firms, custodian banks, third party accounting providers, and vendors. Communicates effectively throughout the on boarding and/or off boarding of investments; gathers requirements, consults on risk mitigation and system capabilities, identifies and resolves issues, and coordinates with other Investment Administration teams.

Center Valley, PA30+ days ago

The Expertise We're Looking ForEffectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-upGrowing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hireDegree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You BringYou have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of eachYour interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectationsYou have outstanding communication and consultative skills, and you thrive in a fast-paced work environmentOur Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically.

Malvern, PA30+ days ago

We are seeking a seasoned and strategic senior leader to serve in an individual contributor role critical to building and scaling a comprehensive risk and control function within the Controls and Enablement organization of Personal Wealth. Serves as a risk and control management expert responsible for engaging the Brokerage and Investments subdivision leaders and process owners in the design, implementation, and oversight of complex business control frameworks.

New!

Malvern, PA6 days ago

In this senior role, you will collaborate across investments, client teams, and functional partners to shape strategy for target-date and index products, bringing a specialized blend of client, business, and investment acumen to a high-impact, fast-evolving product lineup. The Investment Product Strategy team supports these goals by owning the comprehensive investment product strategy: driving participant financial success by evolving the VWS investment product line-up and accelerating growth of investment products in partnership with distribution teams.

Wayne, Pennsylvania15 days ago

$53,744–$88,290.50

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States. This role is designed for a credit-focused professional with prior experience underwriting working capital and structured lending transactions who is seeking to deepen analytical expertise while developing Trade Finance product knowledge.

Malvern, Pennsylvania30+ days ago

The 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. 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.

Lancaster, Pennsylvania19 days ago

$81,200–$135,300 Per Year

Responsibilities: Participate in the investment back-office support function for Funds Management, including portfolio accounting, investment and derivative trade processing and settlement, providing added depth in reviewing processes for accuracy and efficiency and supporting improvements where appropriate. The incumbent will manage daily funding activities with limited oversight, partner with business unit leaders to ensure accurate forecasting and strong operations, contribute to process improvements, and support Treasury's relationships with internal and external partners.

Oaks, PA30+ days ago

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-b ing, 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. Learn all facets of the Middle Office Operation including new account set-up, distributions, receipts, trade processing, model changes, non-monetary account changes and monetary requests which include detailed multi-step processes.

Oaks, PA30+ days ago

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. What you will do: As an analyst, you will be the liaison between Operations, Solutions, Product and Development teams, working closely to identify, develop, and implement product and technology based solutions to increase operational efficiency, improve accuracy, and mitigate operational risk.

PA30+ days ago

As the needs of our clients change, we need to be flexible to change with themA Positive and congenial approach in assisting both colleagues and clients and the ability to work in team environmentCuriosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our businessSomeone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. 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.

PA30+ days ago

As the needs of our clients change, we need to be flexible to change with themPositive and congenial approach in assisting both colleagues and clients and the ability to work in team environmentCuriosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our businessSomeone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. 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.

Exton, PA30+ days ago

These markets include aerospace and defense, factory automation, air and water quality environmental monitoring, electronics design and development, oceanographic research, deepwater oil and gas exploration and production, medical imaging and pharmaceutical research. This position will report to the Director of Finance and will collaborate with product line leaders and finance teams across our locations to identify and utilize data metrics, optimize forecasting, and drive value.

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Investment Jobs in Muhlenberg, PA

Investment Data Analyst The Hartford Insurance Group Inc

Business Analyst Investment Management Apolis

Director of Investment Operations & Administration Wsfs Financial

Fund Accountant, Alternative Investment Funds SEI Investments Co

Investment Management Attorney The Hartford Insurance Group Inc

Sr. Director - Investments Waldron Private Wealth

Planned Investment Manager Tristone Nash

Investment Management Quantitative Product Manager Vanguard Group

Investment Product Strategy Specialist Vanguard Group

Investment Consultant - Center Valley, PA FMR LLC

Controls and Enablement Senior Specialist - Personal Wealth - Brokerage and Investments Vanguard Group

Investment Product Manager, Senior Specialist Vanguard Group

Trade Finance Solutions Analyst Wsfs Financial

Real Estate Acquisitions Analyst Cubesmart

Senior Treasury Analyst Fulton Bank

Operations Analyst - Advisor Solutions SEI INVESTMENTS COMPANY

Geneva Business Analyst II SEI Investments Co

Operations Analyst, Separately Managed Accounts SEI Investments Co

Operations Analyst, AIFS Investor Services SEI Investments Co

Sr. Financial Analyst Teledyne Technologies Inc

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