NewTax Manager, Alternative Investments bdo consultingTax Manager, Alternative InvestmentsWilmington, DE$112,000–$150,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
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 .
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.
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.
Analyst, Fund Investment & Managed Solutions Hamilton Lane AdvisorsAnalyst, Fund Investment & Managed SolutionsConshohocken, PennsylvaniaWe currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. FIMS team members conduct investment due diligence, screen new investment opportunities, contribute to private equity & private credit research reports, prepare client deliverables and work on special projects to support client servicing.
Analyst, Fund Investment & Managed Solutions Hamilton Lane IncAnalyst, Fund Investment & Managed SolutionsConshohocken, PAWe currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. FIMS team members conduct investment due diligence, screen new investment opportunities, contribute to private equity & private credit research reports, prepare client deliverables and work on special projects to support client servicing.
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.
NewSenior Investment Analyst Hybrid with Excel Expertise MediumSenior Investment Analyst Hybrid with Excel ExpertiseWilmington, DEYou will support portfolio construction, manager research, and client-facing content, with a strong emphasis on advanced Excel and private markets knowledge. The ideal candidate has 6+ years in investment management, CFA designation, and a track record of delivering clear, detailed analyses.
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.
Investment Oversight Analyst, Specialist The Vanguard GroupInvestment Oversight Analyst, SpecialistMalvern, 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. Supports senior analysts with identifying potential advisers and develops list of prospects utilizing databases and industry research.
Jr. Fund & Investment Operations Analyst - Fund Accounting Vanguard GroupJr. Fund & Investment Operations Analyst - Fund AccountingMalvern, 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. Responsible for tasks in support of accurate calculations for a wide range of portfolios, including institutional funds, investment trusts, mutual funds, ETFs and other pooled vehicles.
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 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.
Media Relations Strategist - Investments Vanguard GroupMedia Relations Strategist - InvestmentsMalvern, PARemoteThis 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.
NewInvestment Strategist, Senior Specialist Vanguard GroupInvestment Strategist, Senior SpecialistMalvern, PAAs a Senior Investment Researcher, you will conduct original research across private equity, private credit, real estate, and infrastructure, helping to shape investment insights, portfolio strategies, and thought leadership that support better outcomes for investors. Designs and implements analytical models, research tools, and reproducible code using programming languages (e.g., Python, R, or similar) to analyze complex datasets, automate research workflows, and support investment decision-making.
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.
NewAnalyst, Investment Data Analytics Lincoln National CorpAnalyst, Investment Data AnalyticsRadnor, PA$72,900–$131,600 / 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. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
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.
Investment Strategy Associate M&T Bank CorpInvestment Strategy AssociateRadnor, PA$106,700–$177,900 / yearEducation and Experience Required: Bachelor's degree and a minimum of 3 years' analyst experience, or in lieu of a degree, a combined minimum of 7 years' higher education and/or work experience, including a minimum of 3 years' analyst experience. Scope of Responsibilities: The position supports the Investment Strategist team in providing research, data and strategies that reflect the best thinking of Wilmington Trust and in support of Wealth clients.
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.
Investment Management Product Manager (Product Analytics & Technology) The Vanguard GroupInvestment Management Product Manager (Product Analytics & Technology)Malvern, PennsylvaniaJoin 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.
Multi-Asset Investment Product Strategist Vanguard GroupMulti-Asset Investment Product StrategistMalvern, PAAs 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.
Investment 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 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.
Investment Director Air LiquideInvestment DirectorNewark, DelawareR10087983 Investment Director (Open) Location: Newark, DE (ICD) - Support functions The Innovation and Development Division (IDD) drives the innovation strategy for the Hubs and Operations, and contributes to the Group's transformation. Work on financial analysis with the help of CFO and an analyst: business plan analysis, valuation with different methodologies (DCF, comparables, etc.) Actively participate in board meetings and meetings with other investors in your portfolio companies.
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.
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).
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.
NewOCIO Chief Investment Officer U.S. BankOCIO Chief Investment OfficerPhiladelphia, PennsylvaniaIn 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. The CIO serves as a public-facing thought leader, elevating USBAM’s investment capabilities and driving innovation to meet the evolving needs of institutional OCIO clients.
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.
Finance & Investment Funds Pursuits & Directories Sr Manager DLA Piper LLP (US)Finance & Investment Funds Pursuits & Directories Sr ManagerPhiladelphia, PA$146,349–$232,701 / yearActs as project manager throughout the pitch and proposal response lifecycle including, but not limited to: facilitating opportunity assessments; tracking opportunities; developing project plans; organizing and conducting kick-off calls with lawyers and colleagues; gathering and drafting relevant content; coordinating with client pricing, BD and other business professional colleagues; incorporating competitive intelligence to tailor responses; and ensuring high quality/error free proposals are submitted. The Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm's strategic initiatives, ss a member of the Business Development's Pursuit team, the Transactions Pursuits & Directories Manager has a primary responsibility for assisting the Firm win new business through the development of compliant, on-time, best-in-class and client-centric formal RFP responses and pitch response.
College to Corporate Internship - Investment Management - PA The Vanguard GroupCollege to Corporate Internship - Investment Management - PAMalvern, PennsylvaniaStrong analytical skills, problem-solving abilities, and conceptual creativity will help further your expertise in investments and products in a dynamic internship program, preparing for a career in investment management. Experience a comprehensive approach to investing that employs a range of strategies across asset classes, growing your expertise while developing a broad understanding of Vanguard’s mission driven investment philosophy.
NewLead Investment Risk and Controls Manager, Internal Audit The Vanguard GroupLead Investment Risk and Controls Manager, Internal AuditMalvern, PennsylvaniaStrong applied knowledge of the investment lifecycle, with hands-on experience in one or more of the following areas: Fund accounting (NAVs, income, expenses), Valuation and pricing controls, Trade lifecycle and investment operations, Reconciliations and securities processing. This role is responsible for owning end-to-end audit engagements across the investment lifecycle, providing independent challenge to front-, middle-, and back-office functions, and influencing stakeholders to strengthen the control environment.
NewHead of Americas Investment Product Implementation The Vanguard GroupHead of Americas Investment Product ImplementationMalvern, PennsylvaniaThe role serves as the senior implementation partner to Portfolio Review Department and Investment Management Group leadership, Oversight & Manager Search, and enterprise partners including Finance, IT, Legal, Enterprise Growth, and the Enterprise Transformation Office. In service of more than 50 million investors worldwide, Vanguard depends on disciplined, high-quality product implementation to turn strategy into reality across mutual funds, ETFs, CITs, and private market vehicles.
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.
Director (AVP) - Alternative Investment Services Operations Morgan StanleyDirector (AVP) - Alternative Investment Services OperationsPAActively 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.
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.
Data Quality Execution Associate - Corporate Finance & Treasury and Chief Investment Office JPMorgan Chase Bank, N.A.Data Quality Execution Associate - Corporate Finance & Treasury and Chief Investment OfficeNewark, DEFull timePartner with business process owners, data owners, control managers, technology, and other data office teams to identify root cause and impacted applications/processes; progress items to meet service-level timelines. As a Data Quality Execution Associate in Corporate Finance & Treasury and Chief Investment Office, you ensure high-quality, fit-for-purpose data that enables financial reporting, risk management, and decision making.
NewInvestment Sales Agent Marcus & Millichap IncInvestment Sales AgentKing of Prussia, 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.
NewInvestment 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.
Senior Manager - Investment Management Governance Office - RNDIP/ Reg R City National BankSenior Manager - Investment Management Governance Office - RNDIP/ Reg RNewark, DERemote$157,943–$293,299 / yearWorking within the Investment Management Governance Office and with Senior Management of the Wealth Management division, this role will be responsible for City National Banks Retail Non-Deposit Investment Program (RNDIP) and Reg R compliance to include coordination with City National Banks Network Affiliates and colleagues across the division to implement policies, develop procedures and controls related to the governance requirements outlined in the OCC RNDIP Handbook (June 2024) and produce quarterly metrics and reports to the Wealth Management & Fiduciary Committee and the Private Banking and Wealth Management Business and Risk Committee. At the direction of the Head of Investment Management Governance act as an intermediary/point person for City National Banks ("CNB's) Investment Management Governance Office, which includes managing the Retail Non-Deposit Investment Products (the "RNDIP") program and Reg R compliance.
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.
Investment Management Attorney The HartfordInvestment Management AttorneyWayne, PennsylvaniaRemoteSpecific 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.
Tax Manager - Alternative Investment Funds Andersen Tax LLCTax Manager - Alternative Investment FundsPhiladelphia, PA4+ 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. 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.
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 Compliance Officer, Investments Compliance American International Group Inc (AIG)Senior Compliance Officer, Investments CompliancePhiladelphia, PAWorking knowledge of NY, DE and PA U.S. State insurance investment regulation, along with NAIC Model Laws - Investments of Insurers Model Act; background understanding of the Investment Advisers Act of 1940 and the Investment Company Act of 1940 is a plus. The ideal candidate will have extensive regulatory asset management experience with a focus on U.S. domiciled insurance companies and will work closely with the Chief Compliance Officer in the day-to-day execution of the compliance program.
Associate, Investment Operations VestwellAssociate, Investment OperationsKing of Prussia, PA$60,000–$75,000 / yearThe job responsibilities will include but are not limited to: Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.