Director (AVP) - Alternative Investment Services Hedge Fund Portfolio Accounting Operations Morgan StanleyDirector (AVP) - Alternative Investment Services Hedge Fund Portfolio Accounting Operationswest conshohocken, PAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Work alongside portfolio management teams in support of portfolio management activities including investment valuation, cash management, investor capital activity, and other ad hoc requests {D Part 2: Scope of Role What you'll bring}.
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.
Defined Contribution Investment Product Specialist The PNC Financial Services Group IncDefined Contribution Investment Product SpecialistPhiladelphia, PA$91,000–$185,900 / yearPNC 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.
Accountant - Investment Operations, North American Finance Group NSU AWAC Services CompanyAccountant - Investment Operations, North American Finance GroupNew JerseyHeadquartered in Bermuda, Allied World has offices in Atlanta, Boston, Brisbane, Chicago, Costa Mesa, Dallas, Dublin, Farmington (CT), Hong Kong, Houston, London, Los Angeles, Malaysia, Manchester, Miami, Nashville, New Jersey, New York, Philadelphia, San Francisco, Singapore, Sydney, Switzerland and Toronto. Work with the parent company to maintain the PAM investment sub-ledger as it relates to Allied World investments by maintaining appropriate monitoring activities (including appropriate recording, reconciling and accounting therein).
Investment Operations Specialist PitcairnInvestment Operations SpecialistConshohocken, PAPRIMARY FUNCTION: The Investment Operations Specialist will support the investment operations team and will be primarily focused on modeling and execution of trades, holdings analysis and recommended transitions, coordination with external managers, and supporting account compliance in the resolution of accounts that are out of balance and/or drafting new investment policy statements for clients as appropriate. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support.
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.
Solution Architect - Corporate Functions Finance, Risk, Investments The Guardian Life Insurance Company of AmericaSolution Architect - Corporate Functions Finance, Risk, InvestmentsHolmdel, NJ$118,980–$195,465 / yearThe Solution Architect focuses on solution design, delivery enablement, and technical problem solving, building solutions while collaborating with Business stakeholders, Enterprise Architecture and platform teams to align with broader enterprise patterns. This role operates within a federated Enterprise Architecture (EA) model, partnering closely with business technology and platform teams to shape solutions in real time while improving accountability, speed, and delivery alignment.
Investment Management - Business Strategy Manager DeloitteInvestment Management - Business Strategy ManagerPhiladelphia, PA$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.
Lead QA - Investments Saicon Consultants IncLead QA - InvestmentsWoodbridge, NJThis individual will lead quality assurance efforts across initiatives and ongoing application enhancements, partnering closely with Solutions Engineers, Developers, Product Owners, and QA engineers to deliver high-quality solutions. The ideal candidate will quickly develop an understanding of complex investment management applications, provide leadership for testing activities, and remain hands-on throughout the software development lifecycle.
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.
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.
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 Associate, Investment Team LLR PartnersSenior Associate, Investment TeamPhiladelphia, PennsylvaniaCommunicate effectively with senior investment professionals, business development colleagues, value creation team members, management teams, bankers, consultants, lenders, attorneys, and other transaction advisors. Develop research-driven investment theses by identifying attractive markets, mapping competitive landscapes, assessing market structure, and forming a view on where LLR can create differentiated value.
Transactional Associate- Environmental with Commercial Real Estate Investment & Development focus (mid-level)- Philadelphia Greenberg TraurigTransactional Associate- Environmental with Commercial Real Estate Investment & Development focus (mid-level)- PhiladelphiaPhiladelphia, PennsylvaniaPractice Summary: This position works with the transactions team, which focuses on environmental diligence and the mitigation of environmental risks associated with the acquisition, development, management, leasing, financing, and sale of commercial real estate. This includes evaluating environmental risk, overseeing related regulatory compliance programs, structuring brownfield redevelopment efforts, and negotiating the environmental aspects of sophisticated deals across multiple jurisdictions.
Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A)Philadelphia, PAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentPhiladelphia, PAFounded 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.
Solution Architect - Corporate Functions Finance, Risk, Investments Guardian LifeSolution Architect - Corporate Functions Finance, Risk, InvestmentsHolmdel, NJ$118,980–$195,465 / yearThe Solution Architect focuses on solution design, delivery enablement, and technical problem solving, building solutions while collaborating with Business stakeholders, Enterprise Architecture and platform teams to align with broader enterprise patterns. This role operates within a federated Enterprise Architecture (EA) model, partnering closely with business technology and platform teams to shape solutions in real time while improving accountability, speed, and delivery alignment.
Manager, 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.
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.
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.