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Tax Manager, Alternative Investments bdo consulting

Tax Manager, Alternative Investments
Philadelphia, PA
  • $112,000–$150,000 / year

The 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.

30+ days ago

Investment Banking Senior Manager Accenture Plc

Investment Banking Senior Manager
Philadelphia, PA

Key responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.

30+ days ago

Senior Associate, Investment Management Publicis Groupe SA

Senior Associate, Investment Management
Philadelphia, PA
  • $50,065–$66,360 / year

Responsibilities Your Impact: You will have a strong understanding of the overall media marketplace and partner landscape You will have deep understanding of agency investment tools You will bring a basic understanding of partnership opportunities, deals and terms You will bring a basic understanding of agency Terms + Conditions and media partner contracting process Day-to-Day You will be responsible for the oversight and accuracy of campaign set-up and stewardship in agency media buying platform You will be accountable for accuracy of Insertion Orders sent to media partners You will be accountable for on-budget delivery of media investment You will be accountable for the actualization and reconciliation of media investment You will be responsible for reconciling invoices, client media billing reports, partner payment mitigation and resolution. You will be responsible for the development and delivery of Marketplace Value workbooks You will be responsible for campaign closures You may be responsible for training and mentoring of Associates Qualifications Minimum of 18 months - 2+ years media planning or buying experience 1+ years experience using MS excel (can perform complex functions) 6 months - 1+ years media investment systems and tools (Mediaocean) Optional: HCP/Pharma media planning and media strategy experience Additional information Our Publicis Groupe motto "Viva La Différence" means we're better together, and we believe that our differences make us stronger.

16 days ago

Model Risk - Investment Management Nomura Holdings Inc

Model Risk - Investment Management
Philadelphia, PA
  • $160,000–$190,000 / year

Conduct 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).

30+ days ago

Vice President, Investment Services Nomura Holdings Inc

Vice President, Investment Services
Philadelphia, PA
  • $175,000–$200,000 / year

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). 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.

30+ days ago

Audit Director | Alternative Investment Group CBIZ Inc

Audit Director | Alternative Investment Group
Philadelphia, PA

With 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.

30+ days ago
American International Group logo

Senior Compliance Officer, Investments Compliance American International Group

Senior Compliance Officer, Investments Compliance
Philadelphia, PA

Working 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.

30+ days ago

Senior Accountant, Investments TMNA Services

Senior Accountant, Investments
Bala Cynwyd, Pennsylvania

Tokio 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.

30+ days ago

Fund Accountant, Investment Fund Services SEI Investments Co

Fund Accountant, Investment Fund Services
PA

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-being, 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. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.

30+ days ago

Investment Advisor Sr The PNC Financial Services Group Inc

Investment Advisor Sr
Philadelphia, PA

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. 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.

30+ days ago

Corporate & Investment Bank Asset Class Controller - External Reporting Associate JPMorgan Chase Bank, N.A.

Corporate & Investment Bank Asset Class Controller - External Reporting Associate
Newark, DE
  • Full time

The most common functions and activities owned by Firmwide Financial Controllers (FFC) include but are not limited to the following: financial analysis, consolidation, reporting, balance sheet reconciliation/certification/substantiation, general ledger reconciliation reporting & governance, inter-entity control and governance, manual accounting/bookings to the general ledger and operating systems, and executing the month end close process. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

11 days ago
New

Avp, Broker-Dealer & Investment Advisor Counsel Lincoln Financial Group

Avp, Broker-Dealer & Investment Advisor Counsel
Radnor, PA
  • $127,500–$232,300 / year

This role will partner closely with Legal, Compliance, Operations, Enterprise Brand, Advertising and Marketing, Enterprise Producer Solutions Operations, and business leaders to support sales practices, third party distribution relationships, regulatory initiatives, advertising review, and contractual matters tied to Lincoln's financial products and services, including life insurance, annuities, long-term care products, small market retirement plans and retail private market (alternative investment funds). Maintains knowledge of current and emerging legal and regulatory developments impacting financial services distribution and assesses operational and business impacts, and advises VP, Chief Counsel Distribution and senior management on legal matters and complex issues within the LFD business including business initiatives, third party relationships, sales and incentive programs, FINRA, SEC, DOL and state insurance laws and regulations.

6 days ago
New

Investment Strategist Wilmington Trust

Investment Strategist
Radnor, Pennsylvania

Work with other Investment Strategists and the Head of Investment Strategy to finalize content used to provide investment guidance and advice for Wealth clients making investment decisions as well as Bank-wide for market and investment updates. Bachelor’s degree and a minimum of 5 years’ investment experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ investment experience.

6 days ago

Investment Funds Attorney - 40 Act Hamilton Lane Advisors

Investment Funds Attorney - 40 Act
Conshohocken, Pennsylvania

We 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.

30+ days ago

Senior Developer, Equity Investment Management Systems The Vanguard Group

Senior Developer, Equity Investment Management Systems
Malvern, Pennsylvania

You will work closely with portfolio managers, traders, product managers, architects, and fellow engineers to develop innovative, scalable, and resilient solutions that enable investment professionals to make informed decisions and efficiently manage portfolios. The platform supports the management of trillions of dollars in equity assets and facilitates approximately $800 billion in annual equity trading volume, making it a critical component of Vanguard's investment ecosystem.

14 days ago

Technical Product Manager, Investment Book of Record (IBOR), Specialist The Vanguard Group

Technical Product Manager, Investment Book of Record (IBOR), Specialist
Malvern, Pennsylvania

You will focus on monitoring and optimizing existing products, troubleshooting complex issues, and implementing enhancements that maintain stability and scalability, while aligning technology delivery with business objectives to support enterprise-wide impact. Leads technical product management activities for multiple technical products, or one strategic technical product within IBOR, ensuring alignment with portfolio accounting and investment operations workflows.

11 days ago

Investment Consultant, Specialist Vanguard Group

Investment Consultant, Specialist
Malvern, PA

The specialist serves as a critical link between investment strategy and implementation, delivering the expertise, coordination, and execution leadership required to achieve client objectives while continuously advancing Vanguard's transition consulting capabilities, operating infrastructure, and differentiated client offering. The role also acts as a go-to investment resource for internal partners, providing portfolio analysis, market insights, competitive intelligence and implementation guidance, while contributing to the evolution of Vanguard's transition consulting capabilities and mentoring junior crew members to strengthen investment expertise.

26 days ago

Senior Manager - Investment Management Governance Office - RNDIP/ Reg R City National Bank

Senior Manager - Investment Management Governance Office - RNDIP/ Reg R
Newark, DE
Remote
  • $157,943–$293,299 / year

Working 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.

30+ days ago

Investment Funds Attorney - 40 Act Hamilton Lane Inc

Investment Funds Attorney - 40 Act
Conshohocken, PA

We 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.

30+ days ago

Real Estate Investment Associate Buccini Pollin Group Inc

Real Estate Investment Associate
Wilmington, DE

You can expect to assume a great deal of responsibility and gain significant exposure to all sides of the commercial real estate business, interfacing with both internal and external teams in construction, leasing, finance, and marketing. You will work directly with senior executives to contribute meaningfully across all aspects of acquisition and capital markets processes.

30+ days ago
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