Investment Analyst, Managed Accounts - Investment Product Development SEI Investments CoInvestment Analyst, Managed Accounts - Investment Product DevelopmentOaks, PASEI'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. The Investment Product Development and Activation team is a newly established group within SEI's Asset Management organization, focused on designing innovative investment solutions that enhance client outcomes and expand access to new markets.
NewInvestment 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.
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 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.
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.
Jr. Fund & Investment Operations Analyst Vanguard GroupJr. Fund & Investment Operations AnalystPaoli, PAVanguard 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. This includes account openings and closings, account maintenance, transaction processing, and other operational tasks needed to support VPI's portfolio management of client accounts.
Analyst, Investment Reporting Operations (open to remote) Reinsurance Group of America IncAnalyst, Investment Reporting Operations (open to remote)PARemote$66,740–$94,800 / yearThis role assists the daily execution of report preparation, data input validation, aggregation, and delivery across assigned reporting channels - including operational, trust, client, board, executive, performance, internal, investor, plan-level, and ad hoc reports. The Analyst, Investment Reporting Operations is a developing reporting professional responsible for assisting the production and quality assurance of investment reporting outputs under the direction of a Director or Senior Analyst.
Investment Solutions Technology & Data Analyst SEI Investments CoInvestment Solutions Technology & Data AnalystOaks, PAThe successful candidate will partner closely with investment, technology, and operations teams to define business needs, lead technology focused initiatives, and design and deliver data solutions that improve scalability, efficiency, and insight across the investment management platform. 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.
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.
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.
Alternative Investments Supervisor U.S. BancorpAlternative Investments SupervisorEdison, NJIn 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.
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.
Business Analyst - Investment Banking Capgemini SEBusiness Analyst - Investment BankingBridgewater, NJ$80,420–$106,050 / yearThe disclosed range takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, geographic location, relevant education, qualifications, certifications, experience, skills, seniority, performance, sales or revenue-based metrics, and business or organizational needs. Important Notice: Compensation (including bonuses, commissions, or other forms of incentive pay) is not considered earned, vested, or payable until it becomes due under the terms of applicable plans or agreements and is subject to Capgemini's discretion, consistent with applicable laws.
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.
Supervisor, Investment Fund Services SEI Investments CoSupervisor, Investment Fund ServicesOaks, PAYou will ensure accuracy of accounting packages by completing daily checks of: security audit reports, NAV impact (R086) reports, daily work packets, corporate actions, expense processing, CARS reconciliations, and Fund Center reports. 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.
Client Development Specialist - Holistic Investment Thesis McKinsey & Co IncClient Development Specialist - Holistic Investment ThesisPhiladelphia, PAYou will join the HIT team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices. • Engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a 'critical moment' opportunity to connect with clients (e.g., changes in share price / analyst sentiments, M&A activity, etc.).
Senior Investment Associate Generalist Children's Hospital of PhiladelphiaSenior Investment Associate GeneralistPhiladelphia, PA$139,220–$184,460 / yearWorking closely with the Vice President Investment Generalist and the Senior Director Investment Generalist, and in collaboration with all members of the Investment Team, the Senior Investment Associate Generalist will: Support the management of the endowment's investment portfolio across various asset classes, including equities, fixed income, real estate, private equity/venture capital, and alternative investments. The Senior Investment Associate Generalist would be primarily responsible for supporting the team's investment research efforts but will also have a broader impact by recruiting and mentoring talent, conducting in-depth market research, and assisting in portfolio management decisions.
Investment Specialist Willis Towers Watson PLCInvestment SpecialistPhiladelphia, PA$80,000–$90,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
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 DevelopmentBerwyn, PA$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.
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).
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.
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.
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.
Licensed Investment Services Consultant - PNC Wealth Management The PNC Financial Services Group IncLicensed Investment Services Consultant - PNC Wealth ManagementPA$37,000–$61,750 / yearIn 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. 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.
Investment Consultant Marsh & McLennan Companies IncInvestment ConsultantKing of Prussia, PAMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. 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.
Healthcare Investment Consultant Marsh & McLennan Companies IncHealthcare Investment ConsultantPhiladelphia, PA$122,400–$244,800 / yearSignificant investment industry and market knowledge Experience leading relationships with complex clients Demonstrable communication of both traditional and alternative investments to clients Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
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.
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.
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.
Alternative Investment Supervisor U.S. BancorpAlternative Investment SupervisorEdison, NJ$111,095–$130,700 / yearIn 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.
VP, Head of Investment Accounting (open to remote) Reinsurance Group of America IncVP, Head of Investment Accounting (open to remote)PARemote$180,220–$268,400 / yearOwns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.
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.
Alternative Investments Associate U.S. BancorpAlternative Investments AssociateEdison, NJ$86,530–$101,800 / yearAlternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In 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.
Looking for a Sr PM with Investment Banking background experience and exposure to Trading PamTen IncLooking for a Sr PM with Investment Banking background experience and exposure to TradingPrinceton, NJLooking for a Sr PM with Investment Banking background experience and exposure to Trading / Reconciliation domain good to have
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.
VP, Investments Compliance Operations (open to remote) Reinsurance Group of America IncVP, Investments Compliance Operations (open to remote)PARemote$180,220–$268,400 / yearServe as the primary operational partner to Legal and Compliance, influencing the design of practical and effective control environments, supporting audits and regulatory examinations, maintaining clear separation of policy ownership and control execution, and leading a scalable, technology-enabled Compliance Operations function and team. The role is responsible for building and leading a dedicated Investment Compliance Operations function, including the design and institutionalization of a scalable operating model, team structure, and governance framework aligned with the continued growth and increasing complexity of RGA's global investment platform.
Financial Advisor, Truist Investment Services, Philadelphia, PA Truist Financial CorpFinancial Advisor, Truist Investment Services, Philadelphia, PAPhiladelphia, 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. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Investment Funds Attorney - 40 Act Hamilton Lane IncInvestment Funds Attorney - 40 ActConshohocken, 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. Interface with other business departments, clients/investors and their counsel, outside counsel and other parties in connection with the Company's current and prospective closed end and evergreen comingled funds, separate accounts and single investor/fund-of-one clients.
Director of Investment Operations, Personalized Indexing Vanguard GroupDirector of Investment Operations, Personalized IndexingPaoli, PAThe Director of Investment Operations leads the execution and ongoing evolution of the operations supporting the direct indexing platform, ensuring scalable, accurate, and tax-efficient execution of personalized separately managed accounts (SMAs). Deep understanding of direct indexing, equity SMAs, and tax-managed investing, including direct experience with one or multiple middle and back-office outsourcing platforms used by SMA managers (i.e., Vestmark, Advent, BNY Archer, SEI).
Investment Consultant - Center Valley, PA FidelityInvestment Consultant - Center Valley, PACenter Valley, PennsylvaniaSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Investment Funds Attorney - 40 Act Hamilton Lane AdvisorsInvestment Funds Attorney - 40 ActConshohocken, 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. Interface with other business departments, clients/investors and their counsel, outside counsel and other parties in connection with the Company’s current and prospective closed end and evergreen comingled funds, separate accounts and single investor/fund-of-one clients.
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.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorPhiladelphia, PA$80,000–$241,800 / yearIn 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. 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.
Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumPennington, NJThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach.
Director (AVP) - Alternative Investment Services Operations Morgan StanleyDirector (AVP) - Alternative Investment Services OperationsWest Conshohocken, PAActively monitoring portfolio investment and investor subscription and redemption activity for multiple PSG portfolios and custodian banks; ensuring satisfactory settlement of those transactions, including cash distributions and receipts; and developing significant levels of expertise of the holdings, terms, and transactions of multiple portfolios, in order to provide intuitive and proactive accounting oversight of these portfolios. Working effectively with third-party service providers and internal parties to ensure a high level of service for the portfolios; raising service issues in an appropriate manner and following up issues to resolution; creating or enhancing processes to improve the efficiency of the Operations and investment teams.
NewTax Manager - Alternative Investment Funds AndersenTax Manager - Alternative Investment FundsPhiladelphia, PennsylvaniaThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
Senior Product Owner - Investment Platforms M&T Bank CorpSenior Product Owner - Investment PlatformsRadnor, PA$163,100–$271,900 / yearEducation and Experience Required: Bachelor's degree and a minimum of 10 years' business, analytical, technical and/or product experience, or in lieu of a degree, a combined minimum of 14 years' higher education and/or work experience, including a minimum of 10 years' business, analytical, technical and/or product experience. This role requires deep technical fluency, strong program leadership, and the ability to operate independently while influencing senior stakeholders and driving disciplined execution across agile teams and cross-functional partners.
Audit Director | Alternative Investment Group CBIZ IncAudit Director | Alternative Investment GroupPhiladelphia, PAWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.