Managing Director, Transaction Advisory Services (M&A Tax) bdo consultingManaging Director, Transaction Advisory Services (M&A Tax)Philadelphia, PA$250,000–$350,000 / yearThe responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): Form and ramifications of various taxable asset and stock transactions.
Director, Tax Operations bdo consultingDirector, Tax OperationsPhiladelphia, PA$195,000–$230,000 / yearPrepares brief write-ups (Quasi-MD&A)/ analysis comparing the Monthly, Quarterly and YTD results to budget and to prior year, noting the significant fluctuations, if any; investigates any matter that appears to be unusual or isn’t easily identifiable by maintaining a monthly summary. Assists the MP (and Market Managing Partners (MMPs)) with formal and informal succession planning of the Geography to ensure smooth transition of roles within the geography and local departments with limited to no disruption to operations or exceptional client service, as well as promoting career advancement.
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.
Financial Advisor, Truist Investment Services, Lancaster, PA Truist Financial CorporationFinancial Advisor, Truist Investment Services, Lancaster, PAWayne, PAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Investment Funds Associate Attorney Aligned Talent AcquisitionInvestment Funds Associate AttorneyPhiladelphia, PennsylvaniaAligned Talent Acquisition is actively partnering with AmLaw 50, AmLaw 100, AmLaw 200, regional, and boutique law firms throughout Philadelphia seeking Investment Funds Associate Attorneys. • Experience representing private equity funds, venture capital funds, hedge funds, sponsors, or institutional investors.
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 Sales Agent Marcus & Millichap Real Estate Investment ServicesInvestment Sales AgentPhiladelphia, PennsylvaniaCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+. .
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.
Internal Sales/Advisory Consultant Nomura Holdings IncInternal Sales/Advisory ConsultantPhiladelphia, PA$50,000–$70,000 / yearRole Description: As Internal Sales/Advisory Consultant, you will work with the aligned External Sales/Advisory counterpart(s) to represent Nomura and our strategic suite of public and private investments including Private Alternatives, Mutual Funds, Separately Managed Accounts and Exchange Traded Funds. Developing and maintaining an in-depth knowledge of financial markets, Nomura products and services and the competitive landscape; discussing the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks).
Wealth Business Advisor I Truist Financial CorporationWealth Business Advisor IPhiladelphia, PA$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Director, Salesforce CX Product Leader Cencora, Inc.Director, Salesforce CX Product LeaderConshohocken, PAThe Director, Salesforce CX Product Leader partners closely with business leaders, customer experience teams, product owners, architects, and IT delivery teams to define product vision, prioritize investments, deliver business value, and continuously improve customer and associate experiences. Role Summary: Lead the strategy, design, development, enhancement, and support of Salesforce-based business products and customer experience solutions, including customer service, self-service, digital engagement, and case management capabilities.
Senior Research Analyst Neuberger Berman Group LLCSenior Research AnalystRadnor, PA$170,000–$220,000 / yearAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. Primary Responsibilities: Evaluate new investments: Perform in-depth due diligence including credit analysis, research and financial modeling as well as assessing documentation issues with the legal department and determining relative value.
ETF Product Associate Nomura Holdings IncETF Product AssociatePhiladelphia, PA$120,000–$150,000 / 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). Youll work alongside senior leaders and cross-functional teams to bring new investment ideas to market, position our offerings competitively, and deliver meaningful solutions that meet the evolving needs of our clients.
Business Analyst eTeam Inc.Business AnalystWest Conshohocken, PARemote$55–$56.65 / hour5+ years of experience in project management, business operations, strategic initiatives, data analytics, or technology/process optimization within private equity, private credit, investment banking, consulting, or financial services. Demonstrated experience managing cross-functional initiatives, including project planning, stakeholder management, execution tracking, issue/risk management, and process improvement.
Credit Analyst (Associate Director) - International Public Finance - Frankfurt Fitch RatingsCredit Analyst (Associate Director) - International Public Finance - FrankfurtFrankfurt, DEThis is a dynamic team with deep knowledge of Fitch-rated subnational public entities in emerging markets in the EMEA region, as well as broader credit trends, and it produces high-quality research and rating reports complementing the ratings. In EMEA, a strong portfolio of public ratings of sub-national entities is maintained, split between local and regional governments (LRGs) and policy-mission government related entities (GREs), such as key state-owned holding companies, railways and development lenders.
Client Portfolio Manager Nomura Holdings IncClient Portfolio ManagerPhiladelphia, PA$200,000–$260,000 / yearSupporting multiple strategies, with a primary focus on domestic US equities, and projects including presentation material, written insights, investment commentaries, RFPs/due diligence questionnaires, market research and competitive positioning analysis while ensuring consistent messaging. Key responsibilities include: Representing our investment teams to clients and prospects, building the Nomura brand through client engagement, collaboration with internal teams, and a proactive approach in today's evolving asset management landscape.
Head of Content Marketing & Communications Nomura Holdings IncHead of Content Marketing & CommunicationsPhiladelphia, PA$165,000–$235,000 / yearWorking in close partnership with investment teams, product strategy, distribution, and marketing leaders, the role will drive a coordinated content ecosystem that translates market expertise into clear, actionable insights for clients and financial advisors. Role Description: The Head of Content Marketing and Communications will lead the development and execution of Nomura Asset Management's integrated content and communications strategy, elevating the firm's visibility, strengthening its brand narrative, and supporting commercial growth across our investment platform.
Senior Analyst, Insurance Ratings, Frankfurt/ Warsaw (German Speaking) Fitch RatingsSenior Analyst, Insurance Ratings, Frankfurt/ Warsaw (German Speaking)Frankfurt, DEAs one of the world's top three credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by providing supplementary credit analysis, ratings, research, and commentary to financial market participants. For over 100 years, Fitch Ratings has been creating value for global markets through its rigorous analysis and deep expertise, which have resulted in a variety of market leading tools, methodologies, indices, research, and analytical products.
Enterprise Resource Planning (ERP) Data Analytics and Reporting Analyst City of Philadelphia PAEnterprise Resource Planning (ERP) Data Analytics and Reporting AnalystPhiladelphia, PA$80,000–$90,000 / yearWe are a Public Service Loan Forgiveness Program qualified employer: 25% tuition discount program for City employees (and sometimes spouses and dependents as well) in partnership with area colleges and universities We offer Comprehensive health coverage for employees and their eligible dependents Our wellness program offers eligibility into the discounted medical plan Employees receive paid vacation, sick leave, and holidays Generous retirement savings options are available*The successful candidate must be a city of Philadelphia resident within six months of hireEffective May 22, 2023, vaccinations areno longer requiredfor new employees that work in non-medical, non-emergency or patient facing positions with the City of Philadelphia. This project (Optimize Procurement and Accounting Logistics Enterprise Resource Planning and Data Warehouse/Business Intelligence Tool, or "OPAL ERP and DW/BI project") will replace the existing General Ledger and Procurement systems (i.e. FAMIS, ADPICS, ACIS, PHLContracts, etc.) that support these business processes and will enable the City to realize benefits such as reducing transaction processing time and effort, providing better access to information for reporting and analysis, and making it easier to onboard new employees into these functions.
NewIT Business Analyst (Hybrid) WorkwayIT Business Analyst (Hybrid)Fort Washington, PAManage Projects & Risks: Coordinate small project workstreams, proactively resolve technical constraints, and clearly communicate risks, timelines, and updates to cross-functional stakeholders. Partner on Delivery & QA: Work closely with Developers, Project Managers, and QA teams to design solutions, support user acceptance testing (UAT), and ensure deployments meet original business needs.