11 Results for

Investment Jobs in Reading, PA

Jobs

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.

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.

Berwyn, PA30+ days ago

Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Previous exposure to other areas of investment management or capital markets, such as through previous work in trading, investment banking, consulting, asset management, hedge funds, or in another investing or finance capacity is not required but is a plus.

Wayne, Pennsylvania8 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.

Radnor, PA30+ days ago

Support the company’s Credit Risk Transfer (CRT) process including preparing collateral and credit analysis, cash flow analytics and tracking tools for reinsurance programs, monitoring and tracking the MI and GSE reinsurance landscapes, providing needed support on CRT transactions. (NYSE: ESNT) is a Bermuda-based holding company (collectively with its subsidiaries, "Essent") which serves the housing finance industry by offering private mortgage insurance, reinsurance, risk management products and title insurance and settlement services to mortgage lenders, borrowers, and investors to support homeownership.

Lancaster, Pennsylvania12 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.

Malvern, PA7 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.

Allentown, PA30+ days ago

Due to the nature and mission of the Catholic Church, all employees are bound to exhibit respect for the teachings and discipline of the Church regarding matters of faith and morals, including maintaining a lifestyle that is in conformity with the teachings of the Catholic Church. Manage the administration of the ACBA (Allentown Catholic Beneficial Association) savings and loan entity which involves investment analysis and reporting, loan processing, and cash management.

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.

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Malvern, PA4 days ago

Works with Enterprise Security and Fraud subdivisions and business units as the technical authority regarding security of application and systems software, equipment, and related capabilities and performance characteristics to evaluate their effectiveness at meeting defined requirements, determining integration requirements and identifying ramifications on operations of their implementation. You will lead risk assessments, design and scale forward-looking governance, risk, and compliance programs, and serve as a trusted advisor who helps teams move faster and smarter while staying audit-ready and compliant.

Berwyn, PA24 days ago

Full-time

The Tax Overlay Support Specialist must ensure that results are consistent across accounts and ensure that accounts are managed within their specific tax settings as defined by the client and their financial advisor (for Tax Overlay accounts), or are managed within the specific security restriction constraints defined by the client and their financial advisor (for Impact Overlay accounts). Working with Envestnet’s proprietary investment management system, the Tax Overlay Support Specialist will identify client accounts for optimization (potential trading), execute trade instructions, review recommended transactions based on established guidelines, and consolidate & execute transactions across accounts for execution and allocation.

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Investment Jobs in Reading, PA

Director of Investment Operations & Administration Wsfs Financial

Sr. Director - Investments Waldron Private Wealth

QRG Investment Management Operations Specialist Envestnet

Trade Finance Solutions Analyst Wsfs Financial

Senior Analyst, Corporate Development Essent Guaranty, Inc.

Senior Treasury Analyst Fulton Bank

Real Estate Acquisitions Analyst CubeSmart

Senior Financial Analyst, Diocese of Allentown Diocese of Allentown

Operations Analyst - Advisor Solutions SEI INVESTMENTS COMPANY

Governance, Risk & Compliance Analyst, Specialist The Vanguard Group

Tax Overlay Support Specialist Envestnet

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