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.
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 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 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 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.
Financial Analyst, Development Investment CBRE Group IncFinancial Analyst, Development InvestmentPhiladelphia, PAIt is preferred, but not required, for candidates to have at least one year of experience in a commercial real estate, finance, investment, or consulting role that required strong analytical, financial, and project management skills. Assist leadership with ad hoc projects and business initiatives by conducting research, gathering data, performing analysis, preparing presentations, and providing actionable insights to support strategic business objectives.
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.
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.
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.
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.
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.
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.
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.
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.
Credit Underwriter II - Global Wealth & Investment Management Bank of America CorpCredit Underwriter II - Global Wealth & Investment ManagementPennington, NJ$89,000–$119,000 / yearResponsibilities:Leads the credit analysis process with the support of other analysts and associatesPartners with Credit Officers, Relationship Management, and Risk teammates to understand structuring needs and requirementsMonitors operating performance and financial condition, proactively identifying issues and opportunitiesAssists in delivery of financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making processReviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedureMay have primary coverage responsibility for a portfolio of clients with limited complexity and credit approval for certain credit actionsParticipate in loan structure conversations and completion of loan documentation with internal/external legal partnersUnderwrite and obtain credit approval for marketable securities loan products, including detailed collateral analysis across control/restricted stock, REIT operating units, exchange funds, and derivative securitiesPartner with Global Wealth and Investment Management client teams to support credit requests, participate in upfront deal discussions, and negotiate loan structures and covenants aligned with creditworthiness and risk appetiteProactively manage the deal pipeline to ensure timely progression of new and existing complex transactions or portfolios, completing and reviewing credit analysis, evaluating risks, and writing financial analysisRequired Qualifications:3-5+ years of commercial and/or private wealth management credit experienceStrong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streamsStrong negotiation and communication skillsOrganized and detail oriented with ability to multi-task, with prior experience in a high-volume production environmentProficiency in Word, Excel and PowerPointExcellent interpersonal skills and the ability to build business partnerships with risk, services and client teams who may not be co-locatedDesired Qualifications:Formal Credit Training and/or Commercial/Wealth Management credit experience preferredBachelor's degree in business administration, finance, accounting or economics preferredExperience with marketable securities lending preferredSkills:Attention to DetailCredit and Risk AssessmentFinancial AnalysisUnderwritingWritten CommunicationsAnalytical ThinkingCredit Documentation RequirementsFinancial Forecasting and ModelingRecording/Organizing InformationBusiness AcumenCollaborationCollateral ManagementLoan StructuringPrioritizationShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. The Credit Underwriter II (CUII) performs all underwriting tasks for consumer/commercial loan requests to high-net-worth clients of Global Wealth and Investment Management for Merrill Lynch Wealth Management.
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.
Manager - Strategic Financial Planning & Investments CVS Health CorpManager - Strategic Financial Planning & InvestmentsPARemote$54,300–$145,860 / yearQualifications: 5+ years of experience in financial planning, strategic analysis, business consulting, or related fields Strong analytical and problem-solving skills, with the ability to interpret financial data and translate it into actionable insights Experience supporting enterprise-wide projects and cross-functional teams Proficient in Microsoft Excel, PowerPoint, and Word Effective written and verbal communication skills Highly organized and self-motivated with attention to detail Education: Bachelor's degree preferred in Finance, Business, Economics, or a related field Master's degree or relevant certifications (e.g., CPA, CFA) are a plus, but not required. Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
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 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.
NewFinance & 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.
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 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.
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.
Tax 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.
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.
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.
Model Risk - Investment Management Nomura Holdings IncModel Risk - Investment ManagementPhiladelphia, PA$160,000–$190,000 / yearConduct independent validation of complex models used in IMD covering quantitative investment strategies, index calculation including Quantitative Investment Strategies (QIS), automated execution, as well as models used in risk management and performance reporting. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking).
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.
Vice President, Investment Services Nomura Holdings IncVice President, Investment ServicesPhiladelphia, PA$175,000–$200,000 / yearBy connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Orchestrate cross-functional initiatives across Compliance, Investment Risk, Legal, Middle Office, Investment Operations, Operational Risk, and Technology to deliver seamless client outcomes and operational excellence.
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.
Head of Content Strategy - AMG Investment Office PNC BankHead of Content Strategy - AMG Investment OfficePhiladelphia, PennsylvaniaIn 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.
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.
Investment Advisor Sr The PNC Financial Services Group IncInvestment Advisor SrPhiladelphia, 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. In 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.
Senior Accountant, Investments TMNA ServicesSenior Accountant, InvestmentsBala Cynwyd, PennsylvaniaTokio Marine North America Services (TMNAS) provides professional support services to Tokio Marine Group companies in the United States, including Tokio Marine America, First Insurance Company of Hawaii, and Philadelphia Insurance Companies. Essential Job Functions: -Support the investment accounting process of TMNAS, specifically as it relates to IFRS, GAAP, STAT and Management reporting and works closely with internal/external auditors and other financial professionals.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesNJFounded 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.
NewReal Estate Investment Accountant Accenture PlcReal Estate Investment AccountantPhiladelphia, PAThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
NewManager, Out-of-Home Media Investment - Mid Market/Independent digital creative media agency in Northern New Jersey Three PillarsManager, Out-of-Home Media Investment - Mid Market/Independent digital creative media agency in Northern New JerseyNew JerseyOperating within a corporate trade environment, the Manager will identify opportunities to leverage trade-based media solutions and non-disclosed pricing structures to deliver meaningful savings and incremental value to clients while maintaining the integrity of internal pricing models. This position requires a hands-on investment leader who can manage day-to-day negotiations, maintain strong relationships within the OOH marketplace, and proactively identify opportunities to elevate the organization’s presence and thought leadership within the industry.
Investment Management Technology Audit Manager Nomura Holdings IncInvestment Management Technology Audit ManagerPhiladelphia, PA$160,000–$180,000 / yearBy connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Experience should include, risk assessment, auditing of application and data integrity controls to provide an audit opinion on the completeness, accuracy and timeliness of system based processing and auditing of IT general controls.
NewInvestment 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.
Product Management Manager - Alternative Investments The PNC Financial Services Group IncProduct Management Manager - Alternative InvestmentsPhiladelphia, PAPreferred experience/skills: • Extensive experience with alternative investment structures, including master-feeder, parallel funds, blocker entities, and complex multi-vehicle arrangements • Alternative investment operations experience • Alternative funds audit experience • Alternative investment fund taxation, including understanding of tax treatment, federal and state fund filings. In this role, the Manager will provide leadership and oversight across alternative investment product initiatives, partnering closely with the Multi-Asset Research and Solutions Group, Operations, Risk, Compliance, Technology, and external managers to ensure alternative investment products are efficiently delivered, accurately supported across systems, and governed by strong controls.
Investment Banking Manager Accenture PlcInvestment Banking ManagerPhiladelphia, PASynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Sr. Director - Investments Waldron Private WealthSr. Director - InvestmentsWayne, PAFull timeCreate 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.
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 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.
Associate, Strategic Investments Comcast CorporationAssociate, Strategic InvestmentsPhiladelphia, PAThis team evaluates opportunities ranging from early-stage technology companies to large-scale acquisitions, partnering closely with business leaders to assess how new capabilities can strengthen products, unlock growth, and improve the customer experience. In addition to transaction work, you will track industry trends, analyze comparable companies and deals, and support active portfolio companies by monitoring performance and identifying opportunities for commercial success within Comcast.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerPA$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.
Head of Content Strategy - AMG Investment Office The PNC Financial Services Group IncHead of Content Strategy - AMG Investment OfficePhiladelphia, PAIn 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.
Alternative Investments Loan Operations Associate 2 State Street CorpAlternative Investments Loan Operations Associate 2Princeton, NJ$41,600–$66,560 / yearWe truly believe our employees' diverse backgrounds, experiences and perspectives 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. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.