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.
Desktop Support Engineer VIP / Investment Management ICONMA, LLCDesktop Support Engineer VIP / Investment ManagementPrinceton, NJ$19.50–$22.50 / hourProvide dedicated on-site desktop support for front-office users including portfolio managers, traders, research analysts, and sales teams. Our client, a IT Services and Consulting company, is looking for a Desktop Support Engineer – VIP / Investment Management for their Princeton, NJ location.
Transaction Management Operations Analyst - Investment and Monetary Controls (Wealth Management Operations) Bank of America CorpTransaction Management Operations Analyst - Investment and Monetary Controls (Wealth Management Operations)Pennington, NJ$25–$36.92 / hourKey responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Desktop Support Engineer - VIP / Investment Management Iconma LLCDesktop Support Engineer - VIP / Investment ManagementPrinceton, NJProvide dedicated on-site desktop support for front-office users including portfolio managers, traders, research analysts, and sales teams. Required Skills & Experience: 4-8 years in IT Desktop Support or Trade Floor Support within Asset Management or Financial Services.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyBRIDGEWATER, NJ$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
Investment Accounting Senior Analyst American International GroupInvestment Accounting Senior AnalystParsippany, NJ$87,000–$109,000 / yearThe Investment Accounting group's specific responsibilities include reconciliation of transactional data from various sub-ledgers to the general ledger and ultimately AIG's financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited Financials, Investment NAIC reporting and various government regulatory reports). The Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $95 billion a comprised primarily of fixed maturity securities and includes private equity, hedge funds, commercial/residential loans and equity securities.
Investment Management - Business Strategy Manager DeloitteInvestment Management - Business Strategy ManagerMorristown, NJ$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Tax And Investments Associate Coaction Specialty Insurance GroupTax And Investments AssociateMorristown, NJSupport the preparation and review of federal and state income tax returns prepared by the group's external tax preparer, including gathering data, preparing PBC (prepared-by-client) items, and tracking open requests. This is an entry-level position supporting both the Tax and Investment Accounting teams, with a primary focus on corporate income tax, insurance tax compliance, and investment-related tax reporting for a multi-entity consolidated insurance group.
Tax and Investments Associate Coaction Specialty Insurance Group IncTax and Investments AssociateMorristown, NJSupport the preparation and review of federal and state income tax returns prepared by the group's external tax preparer, including gathering data, preparing PBC (prepared-by-client) items, and tracking open requests. This is an entry-level position supporting both the Tax and Investment Accounting teams, with a primary focus on corporate income tax, insurance tax compliance, and investment-related tax reporting for a multi-entity consolidated insurance group.
Senior Operations Consultant - Investment Information Management Bank of America CorpSenior Operations Consultant - Investment Information ManagementPennington, NJ$63,000–$105,000 / yearResponsibilities:Leads the design, development, and implementation of complex products, systems, and services in an operations environment using subject matter expertiseManages projects and direct activities of a team related to special initiativesAdvises as a technical expert in assigned area by providing work direction, guidance, and training to employees and business partners on new complex initiativesBuilds relationships with business partners across various Lines of BusinessManages and defines responsibilities and accountabilities for key program and projectsDesign and execute strategic roadmaps supporting performance platform enhancements, operational improvements, and technology transformation initiatives. Required Qualifications:Strong knowledge of wealth management products, investment performance, account structures, and performance-related data sources.2 to 4 years experience with investments and investments products1 to 3 years demonstrated success in establishing and monitoring operations metricsAbility to communicate sophisticated performance, financial, and mathematical concepts clearly to both technical and non-technical audiences.
Senior Operations Consultant - Investment Information Managment Bank of America CorpSenior Operations Consultant - Investment Information ManagmentPennington, NJ$63,000–$105,000 / yearResponsibilities:Leads the design, development, and implementation of complex products, systems, and services in an operations environment using subject matter expertiseManages projects and direct activities of a team related to special initiativesAdvises as a technical expert in assigned area by providing work direction, guidance, and training to employees and business partners on new complex initiativesBuilds relationships with business partners across various Lines of BusinessManages and defines responsibilities and accountabilities for key program and projectsRequired Qualifications:Advanced knowledge of investment performance measurement methodologies, including Time-Weighted Rate of Return (TWRR), Money-Weighted Rate of Return (MWRR), Modified Dietz, asset weighting, aggregation methodologies, and risk statistics. Key responsibilities include analyzing and resolving complex investment performance calculation discrepancies and return outliers, providing support to business partners and Financial Advisors, driving operational improvements, supporting performance platform enhancements, and translating sophisticated performance methodologies and analytical concepts into actionable business solutions.
Tax and Investments Associate Coaction Specialty Insurance GroupTax and Investments AssociateMorristown, New JerseySupport the preparation and review of federal and state income tax returns prepared by the group's external tax preparer, including gathering data, preparing PBC (prepared-by-client) items, and tracking open requests. This is an entry-level position supporting both the Tax and Investment Accounting teams, with a primary focus on corporate income tax, insurance tax compliance, and investment-related tax reporting for a multi-entity consolidated insurance group.
Senior Financial Planning & Investment Strategist H Cap ConnectSenior Financial Planning & Investment StrategistParsippany, New JerseyThis role serves as a key technical resource to the firm's advisors, bringing together financial planning, investment analysis, tax planning, risk management, estate planning, and client financial data to prepare advisors for sophisticated client conversations. Direct experience with every platform is not required ; however, candidates should have significant experience with financial planning and investment technology and be comfortable learning new platforms.
J.P. Morgan Wealth Management - Private Client Investment Associate - Monmouth Junction, NJ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Monmouth Junction, NJMonmouth Junction, NJAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Investment Accountant Everest GroupSenior Investment AccountantWarren, New Jersey$75,000–$110,000 / yearWe are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at everestbenefits@everestglobal.com.
Senior Investment Accountant Everest Group LtdSenior Investment AccountantNJ$75,000–$110,000 / yearWe are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world. Job Description: About Everest: Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish.
Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumPennington, NJ$28.85–$36.06 / hourWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Investment Accounting & Reporting Associate Director Zurich Insurance Group LtdInvestment Accounting & Reporting Associate DirectorParsippany, NJResponsibilities: Leading and overseeing investment subledger activities, applying deep expertise in security accounting, valuation processes, and posting logic, and ensuring accurate configuration and operation of subledger system processes. As the investment landscape grows more complex and technology rapidly evolves, we rely on deep technical competence, strong analytical capability, and a commitment to excellence to deliver high quality outcomes for the business.
Consumer Investments - Financial Services Representative I (Pennington, NJ) Bank of America CorpConsumer Investments - Financial Services Representative I (Pennington, NJ)Pennington, NJ$25–$27 / hourThis 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Senior Compliance Officer, Investments Compliance American International GroupSenior Compliance Officer, Investments ComplianceParsippany, NJWorking 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 base salary range for this position in New York, NY is $163,000-204,000, in New Jersey and Boston MA is $160,000-$200,000, and $159,000-$199,000 in Chicago, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan.