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.
Senior Real Estate Investment Analyst Roch CapitalSenior Real Estate Investment AnalystGlen Mills, PennsylvaniaReal Estate Analyst will provide analysis and support, including research of data and manipulation of data, in order to analyze potential commercial real estate investment/acquisition opportunities that match portfolio goals. Work on a variety of asset management functions, including but not limited to asset valuations, refinancings, dispositions, ROI analyses, and hold-sell analyses.
Senior Investment Analyst - Family Office Roch CapitalSenior Investment Analyst - Family OfficeGlen Mills, PennsylvaniaResponsibilities include performing market research and industry analysis, conducting due diligence and financial analysis on potential investments, writing, maintaining, and monitoring adherence to Investment Policy Statements (IPS), and managing the liquidity needs of the portfolios. Assist Trustees in the administration of fiduciary responsibilities including providing investment reporting and documenting actions taken in the administering of the trusts' investments.
Investment Analyst NFI Industries IncInvestment AnalystCamden, NJ$95,000–$125,000 / yearThe 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.
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 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.
Senior Real Estate Investment Analyst APPLIED CARD SYSTEMS INC.Senior Real Estate Investment AnalystGlen Mills, PAReal Estate Analyst will provide analysis and support, including research of data and manipulation of data, in order to analyze potential commercial real estate investment/acquisition opportunities that match portfolio goals. Work on a variety of asset management functions, including but not limited to asset valuations, refinancings, dispositions, ROI analyses, and hold-sell analyses.
Senior Investment Analyst - Family Office APPLIED CARD SYSTEMS INC.Senior Investment Analyst - Family OfficeGlen Mills, PAResponsibilities include performing market research and industry analysis, conducting due diligence and financial analysis on potential investments, writing, maintaining, and monitoring adherence to Investment Policy Statements (IPS), and managing the liquidity needs of the portfolios. Assist Trustees in the administration of fiduciary responsibilities including providing investment reporting and documenting actions taken in the administering of the trusts' investments.
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.
NewInvestment Accounting Analyst (open to remote) Reinsurance Group of America IncInvestment Accounting Analyst (open to remote)PARemote$78,080–$110,860 / yearCoachable and curious - actively seeks feedback to strengthen professional judgment, expands technical and analytical skills, and applies learning to improve performance on moderately complex assignments within established accounting frameworks. The Accounting Analyst is an intermediate professional role responsible for performing and coordinating assigned investment accounting operations activities of moderate complexity.
NewJunior Investment Data Analyst Vanguard GroupJunior Investment Data AnalystMalvern, 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. Monitor and ensures data quality by using existing business knowledge to create test cases and monitoring reports that ensure data accuracy and completeness.
NewInvestment Office Analyst Internship Cerity Partners LLCInvestment Office Analyst Internshipwest conshohocken, PAThe role provides exposure to the institutional investment marketplace, multi-asset class portfolio management, and a range of investment strategies and managers. Provide reports, data, and analysis for the CIO, Head of Solutions, Head of Investment Management, Head of Research, and other business leaders, as directed.
Investment Data Analyst Vanguard GroupInvestment Data AnalystMalvern, PAThe successful candidate will partner with business stakeholders, technology teams, and operational subject matter experts to analyze complex data issues, support strategic initiatives, monitor implementation activities, and drive continuous improvement efforts in a global follow-the -sun model. This role combines data analysis, operational support, project coordination, and process improvement responsibilities to help deliver high-quality investment data solutions, specifically Managed Security Reference Master (MSRM) and operational excellence across the Investment Data Operations organization.
Sr. Investment Research Analyst Waldron Private WealthSr. Investment Research AnalystWayne, PAInvestment Research Analyst to conduct research on the economy and markets, perform due diligence on new and existing opportunities within both public and private markets, and drive the communication of key market events, investment outlooks, and asset allocation and investment decisions to the advisory staff. Execute the due diligence process for new and existing investment strategies, working with team members to complete relevant reporting and communicating analysis of potential investments.
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.
Marsh 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.
NewFinancial Analyst - Investments AramarkFinancial Analyst - InvestmentsPhiladelphia, PAFinancial Analyst - Investments reports to the Director of Investments and will help the Healthcare Investments Team in evaluating profitability of new business and retention efforts through financial modeling and contract structure analysis. Support Proactive and Ad Hoc Data Analytics processes: system wide benchmarks, site specific benchmarking for food, labor, and direct costs, as well as ad hoc reporting from the Vizient ODB and Definitive Healthcare systems.
Investment Compliance Analyst Franklin Resources IncInvestment Compliance AnalystPhiladelphia, PA$74,000–$97,200 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. The team partners with Portfolio Management, Trading, Investment Risk, and Operations to maintain accurate data, resolve issues, and support compliant trading activity.